Sr. Client Success Manager - Health Plans

What We Do And Why We Do It

At Trualta, we help families keep their loved ones safe, happy, and healthy at home. Our clinically-validated digital health platform brings professional-level training to individuals caring for loved ones with dementia, intellectual or developmental disabilities, Parkinson's Disease, stroke, and other illnesses. Our expanding content library continues to adapt to the unique needs of family caregivers. Caregiving is a serious challenge for many Americans with more than 15% of American workers reporting they are providing ongoing care for a loved one, making a solution like Trualta more valuable than ever. 

Your role is crucial to ensuring Trualta’s growth by strategically supporting our government, health plan and healthcare partners. We are growing quickly, supporting  clients & caregivers across Canada and 32 US states. We pride ourselves in world class customer experience; we invest our time and resources into making sure our clients are successful implementing Trualta. You will partner closely with our Growth and Product teams, and report directly to the leadership team.

What You’ll Do 

We are looking for a client success manager who not only maintains client relationships, but seeks out opportunities for growth, innovation, and operational efficiency. Our customers love Trualta, but we know the right person will help us deliver additional value and grow these relationships. 

You Will: 

• Drive Trualta’s growth by proactively identifying opportunities to expand client partnerships and enhance value through innovative solutions 
• Be compassionate, consultative, and take ownership of client relationships by acting as a trusted advisor who anticipates client needs and takes proactive steps to meet them. 
• Execute deals and manage the needs of our high profile customers, while managing expectations to ensure every interaction with Trualta is a positive one
• Build and maintain strong relationships cross-functionally with Client Success and Product teams to advocate internally for product/strategy suggestions to grow the business 
• Collaborate with Marketing and Product teams to expand caregiver engagement
• Develop tools needed to effectively manage and support accounts (scorecards, dashboards, etc)
• Use data and analytics to monitor engagement, shape strategy, and drive continuous improvement in the client experience
• Develop and execute strategy to meet and exceed all quarterly and annual sales quotas 
• Support strategic projects, including structuring and executing new product launches 

What We’re Looking For

You care about relationships and genuinely want to help our clients be successful. You want to be a part of something big, surrounding  yourself with strategic, cross-functional teammates and understanding what really goes into scaling a company. 

You Have:

• 6 years of experience in account management or 6 years of experience at a Health Plan
• Proven ability to successfully build and manage relationships with complex clients and to anticipate and resolve issues that may arise
• Excellent verbal and written communication, presentation, organization and relationship management skills
• General knowledge (or a genuine desire to learn) about aging, healthcare, and digital health 
• A track record of success in driving consistent activity, pipeline development and quota achievement
• Proven ability to independently manage, develop, and grow relationships 
• High degree of comfort using spreadsheets and presentation tools to work with data and communicate ideas
• The ability to use data and analytics to monitor effectiveness and engagement with the product while improving the customer experience, adapting based on client business objectives and KPIs. 
• Experience with innovative sales software tools to create best in class sales processes (ie.  SalesForce, Hubspot).
• A valid passport, and are able to travel internationally between the United States and Canada as needed
• The ability to pass a company background check, as required by Trualta clients
• Ability to travel up to 20% of the time

You Are:

• Passionate about improved healthcare and social services
• Gritty – you roll up your sleeves and do whatever it takes to make things successful 
• A Team Player – you have a positive energy, down-to-earth attitude, low-ego, and quick decision-making skills
• A Self-Starter – you are able to thrive is a fast-paced, constantly changing work environment 
• Naturally Curious – you always look for ways to innovate and improve 
• Entrepreneurial – you crave responsibility and want to shape the vision and direction of the company 
• Process Driven – you make sound business decisions informed by analytical thinking 

What We Offer Our Employees:

• Competitive salary & uncapped commission
• Opportunity to shape the future of our growth organization as a leader 
• Unlimited time off 
• Health benefits 
• Retirement planning options