Broker Channel Customer Success Manager - Remote

Overview

Sana’s vision is to make healthcare easy. As a Broker Channel CSM, you will be the primary point of contact for our clients, managing and scaling processes for broker channel accounts while collaborating with various teams to enhance the customer experience.

In Short

• Manage and scale processes for broker channel accounts.
• Facilitate smooth customer transitions from Sales/Implementation.
• Serve as the day-to-day contact for customers.
• Provide strategic advice on benefits and compliance.
• Manage potential escalations with leadership.
• Document and educate on internal processes and policies.
• Collaborate with product teams to enhance customer experience.

Requirements

• 4+ years work experience in health or benefits space preferred.
• Licensed broker or willing to obtain license within 1 year.
• Values-oriented and passionate about healthcare improvement.
• Strong attention to detail and a fast learner.
• Comfortable with change and working in a startup environment.
• Strong team player with cross-functional experience.
• Familiarity with modern web applications.

Benefits

• Opportunity to make a significant impact in healthcare.
• Collaborative and innovative work environment.
• Potential for professional growth and development.