Senior Client Success Manager

Role Overview

As a Senior Client Success Manager at Wellthy, you will manage a portfolio of client accounts in a remote, US-based role. You will act as a trusted partner for clients, driving satisfaction, retention, and account growth through strategic planning and cross-team collaboration.

Key Missions & Responsibilities

• Manage a portfolio of client accounts by building strategic and tactical plans to maximize:
  • customer satisfaction
  • retention/loyalty
  • expansion and growth
• Advocate for clients/partners within Wellthy by ensuring feedback is appropriately communicated and handled.
• Partner with Growth and Sales teams to identify expansion opportunities within existing accounts.

Requirements

• Player-Coach mindset: mentor junior team members while also handling day-to-day responsibilities for your own book of business.
• Upselling and retention experience to drive incremental revenue.
• Ability to build relationships with stakeholders at all levels as a trusted thought partner.
• Ability to navigate complex account lifecycles and communicate client needs internally to secure the resources required for success.
• Deep product knowledge: serve as a subject matter expert on Wellthy’s product, use cases, and best practices.
• Willingness to travel as needed (approx. 15%).
• Strong communication skills with internal/external stakeholders; can explain clearly using prose and/or visual aids.
• Data storytelling skills to use data-driven insights to influence client decisions.
• 5+ years of experience in account management, client success, implementation, or healthcare management.
• Ability to manage complexity: analyze high-volume, sometimes contradictory information, ask the right questions, and uncover root causes.
• Experience working in fast-paced, evolving environments with flexibility and creativity.
• Experience with SaaS-based solutions and platforms.
• Experience at a high-growth company.
• Understanding of employee benefits, digital health, and startup environments.
• Data integration proficiency.

Remote / Location Requirements

• Must work remotely with:
  • strong internet connection
  • quiet space for calls
  • professional, distraction-free environment
  • private, dedicated setup suitable for handling sensitive information
  • secure (non-public) internet and phone access

Nice-to-Haves

• Understanding of employee benefits and digital health (implied as a requirement above).