Client Success Associate - Remote

Overview

As a Client Success Associate, you will be responsible for leading and managing a small portfolio of clients with varying Transcarent solutions and levels of complexity. You will play a key role in supporting client relationships and ensuring a seamless experience across Transcarent solutions.

In Short

• Serve as the primary point of contact for several client portfolios.
• Drive client satisfaction and loyalty, measured by survey results and retention rates.
• Partner with Account Executives to align client goals and retention strategies.
• Engage in client renewal and upsell processes.
• Use Tableau to analyze client data and extract actionable insights.
• Keep client records updated using Salesforce and Confluence.
• Identify and implement process improvements to enhance client outcomes.
• Manage escalations by proactively addressing client concerns.
• 3+ years of experience in Client Success or Account Management.
• Exceptional communication and presentation skills.

Requirements

• 3+ years of experience in Client Success, Account Management, or a related role in healthcare or technology-driven industries.
• Proven track record of achieving client retention and revenue growth.
• Self-starter capable of working independently.
• Hands-on experience with Salesforce, Excel, PowerPoint, Tableau, and Confluence.
• Bachelor’s degree in business, healthcare administration, or a related field.

Benefits

• Competitive medical, dental, and vision coverage.
• Competitive 401(k) Plan with a generous company match.
• Flexible Time Off/Paid Time Off, 12 paid holidays.
• Protection Plans including Life Insurance and Disability Insurance.
• Mental Health and Wellness benefits.