Client Success Manager- Northern CA

About Crossover Health

Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare—Primary Health—built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover’s Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound—in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle.

Job Summary

The Client Success Manager is a data-driven client-facing member of the Account Management team. This individual prioritizes the client and member experience while developing and executing revenue growth plans through engagement.

Job Responsibilities

• Partners with Associate Principal or Senior Client Success Manager to leverage Account Management systems and dashboards to proactively identify opportunities to impact team revenue goals
• Consults with client on planning, execution and analysis of tailored engagement strategies and tactics
• Develops and executes against path to achieving/exceeding revenue targets as related to member engagement
Completes client discovery and expectation setting around engagement activities
• Leads client engagement initiatives
• Partners with clients to develop and execute onsite and virtual events to increase engagement
• Partners with Marketing to design events and experiences that drive account activations and users
• Responsible for supporting new account implementation
• Manages a cadence of proactively scheduled client interactions
• Leverages internal data sources to draft client facing materials
• Partners with Associate Principal and Senior Client Success Manager to work cross functionally to respond to urgent client requests
• Partner and collaborate with Medical Group, Clinical Operations, Technology, Data Science & Analytics, Marketing, Product on engagement efforts
• Provides support across the Account Management team to manage internal projects and revenue reporting
• Performs other duties as assigned

Required Qualifications

• 3 years of client success, marketing and member experience
• Bachelor’s degree in a relevant discipline

Preferred Qualifications

• Experience in consumer health technology, ideal
• Exceptional communication skills that are conducive to driving outcomes with clients
• Ability to build internal and external relationships, partnerships, business development
• Demonstrated ability to work cross functionally and build relationships
• Outstanding creative thinking and problem-solving skills
• Exceptional organization and project management skills with ability to work collaboratively and independently.
• Self-starter and detail-oriented, ability to multi-task in a fast-paced environment with frequently shifting priorities.

Physical Job Requirements

• Up to 50% travel
• May require standing, walking and sitting for extended amounts of time.
• Occasionally lift and carry items weighing up to 50 lbs.
• Manual and finger dexterity and hand-eye coordination
• Includes full range of body motion including.
• Requires corrected vision, hearing and speech within normal ranges. Must be able to effectively communicate with team members.

The base pay range for this position is $72,633.00 to $82,107 per year. Pay range may vary depending on work location, applicable knowledge, skills, and experience. This position may be eligible for an annual bonus opportunity and comprehensive benefits package that includes Medical Insurance, Dental Insurance, Vision Insurance, Short- and Long-Term Disability, Life Insurance, Paid Time Off and 401K.

Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

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