Client Success Associate

About the role

The Client Success Associate will play a critical role in Carrum's ability to support and maintain its growing book of business. Reporting to the CS Operations Manager, you will own key operational activities and support Client Success Managers in delivering the highest level of service to clients throughout the entire client lifecycle.

Responsibilities

• Create reporting deliverables to help support and validate client engagement results
• Build annual business reviews for clients to summarize results and ROI
• Configure and update client records in Carrum’s Patient Care App
• Support the implementation process for new clients by creating and maintaining documentation deliverables
• Update Client Success trackers, tools, and resources
• Respond to and resolve operational requests from clients
• Work closely with the Member Marketing team to QA monthly/quarterly campaigns and own events such as webinars or in-person benefit fairs
• Collaborate cross-functionally with Carrum’s Sales, Patient Care, and Technology teams
• Serve as a Carrum representative for various virtual events including webinars, summits, and informational sessions
• Travel onsite to client locations to support Open Enrollment events (5% travel)

Requirements

• 1-2+ years of experience in Client Success/account management, consulting and/or professional services (healthcare industry experience highly desirable)
• Highly detail-oriented, extremely organized and results-driven; exceptional at creating process and structure
• Strong operational and reporting prowess
• Excellent collaboration and time management skills
• Effective communication skills: the ability to be direct, logical and succinct
• Experience meeting deadlines, keeping many balls in the air and prioritizing work in a fast-paced, dynamic environment
• Entrepreneurial spirit; ability to solve problems creatively and strategically
• Experience working in fast-paced, dynamic, rapidly growing, early-stage environments
• Burning passion about Carrum Health’s mission to make healthcare more affordable and consumer-centric

Qualifications

• Education: Bachelor’s degree preferred
• Experience: 1-2+ years of experience in Client Success/account management, consulting and/or professional services (healthcare industry experience highly desirable)

Skills

• Strong organizational and project management skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Benefits

• Stock option plan
• Flexible schedules and remote work
• Chicago and San Francisco offices available
• Self-managed vacation days, within reason
• Paid parental leave
• Health, vision, and dental insurance
• 401K retirement plan

Pay

The salary range for this role is $50,000 - $65,000 depending on geography and level of experience, plus equity and an annual bonus.

Schedule

This is a fully remote position, with a preference for candidates located in Chicago or the San Francisco Bay Area.