Customer Success Executive, Health Plans
Carrot · Chicago, IL · 1 mo ago
RemoteRemoteOTHR$108k–$130k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID. Remove boilerplate. Must preserve all substantive info. Use for headings. Use
for headings. Use - for lists. Use
for prose.
We need to parse the posting.
Key sections:
- About Carrot: description of company. Could be "About the role"? Actually "About Carrot" is company overview. Could be placed under "About the role"? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content accordingly.
We have "The Opportunity 🚀Carrot is seeking a Customer Success Executive to support customers in our Health Plans segment..." That's about the role. So we can put that under About the role
.
Then "What You’ll Own 💼In this role, you will:" list of duties. That's Responsibilities.
Then "What Success Looks Like 📈In your first 12–18 months, you will have:" could be also responsibilities or maybe qualifications? It's expectations; could be under Responsibilities or maybe a separate "Expectations". But we only have allowed headings; we could put under Responsibilities as well, or maybe under Qualifications? Probably Responsibilities.
Then "About You ✨You likely have:" that's Requirements/Qualifications. Could be Requirements.
Then "Nice to Have ⭐While not required, we would be especially excited if you bring:" that's Skills or Qualifications (nice-to-have). Could be Skills.
Then "Why This Role Matters 🧡" maybe not needed; could be omitted as not a standard heading.
Then "Interview Process 🤝" - not needed.
Then "Why Candidates Join Carrot 🌍" - benefits etc. Could be Benefits.
Then "Compensation: Carrot offers a holistic Total Rewards package..." includes Pay info: starting base salary range $108,000-$130,000. Also mentions equity, benefits, flexible time off, parental leave, etc. So we can have Pay section with salary range, and Benefits section with other benefits.
Also "Fraud and Security Notice" etc - boilerplate remove.
"A Note on AI" - maybe not needed.
"Why Carrot?" - maybe not needed.
We need to preserve all substantive information; not invent or summarize away detail. So we need to include details from each section.
Let's extract:
About Carrot paragraph: "Carrot is the leading global fertility and family care platform, built on intelligent care orchestration: the right clinical guidance, at the right moment, in the context of each member’s life. More than a thousand multinational employers, health plans, and health systems trust Carrot to support millions of members across 195 countries – from pre-pregnancy through menopause and major life moments in between. Carrot's comprehensive clinical program delivers industry-leading cost savings for plan sponsors and award-winning experiences and improved outcomes for millions of people worldwide. Carrot is widely regarded as a defining force in healthcare innovation as a recipient of several top-tier awards, including Fast Company's 'Most Innovative Companies' and CNBC's '100 Barrier Breaking Startups'. The company is regularly cited by leading global outlets — including The Economist, Bloomberg, The Wall Street Journal, NPR, ABC News, and Harvard Business Review — as a leading voice on digital health, the future of work, and family health. Learn more at get-carrot.com."
That's company overview; could be placed under About the role? Might be better as a separate "About Carrot" but not in allowed headings. Could incorporate into About the role as context. The instruction: use headings e.g. About the role, Responsibilities... So we can put company overview under About the role as introductory paragraph.
Then The Opportunity paragraph: "Carrot is seeking a Customer Success Executive to support customers in our Health Plans segment, one of Carrot's most strategic channels. You will partner with health plan customers, serving as the primary point of contact for account, product, and clinical stakeholders to ensure Carrot remains a valued, ongoing part of the benefits they deliver to their members. You'll work closely with these customers to promote retention, boost member engagement, and uphold excellent customer satisfaction. In this role, you will serve as a trusted advisor to health plan stakeholders, clearly communicate the value of Carrot's offerings through payer-ready reporting on utilization, outcomes, and cost savings, and respond proactively to customer questions and requests while navigating the operating rhythms of large payer organizations. As a Customer Success Executive dedicated to this segment, you will help shape how Carrot supports health plan customers, contributing to the playbooks and best practices that will scale as the channel grows, and playing a vital role in the growth and collaboration of our Customer Success team."
That's also about role.
We can combine.
Responsibilities (What You’ll Own): list bullet points:
- Own a portfolio of health plan accounts, serving as the primary point of contact and trusted advisor to plan account, product, and clinical stakeholders
- Drive retention and renewal outcomes across your book of business, proactively identifying risks and building action plans that account for payer procurement and renewal cycles
- Increase member engagement and program utilization across covered populations through data-informed recommendations and a regular cadence of business reviews
- Present program value, outcomes, and cost-savings data to health plan leadership through clear storytelling, reporting, and executive-ready presentations
- Partner cross-functionally with Health Plan Sales, Implementation, Business Intelligence, Legal & Compliance, and Member Success to deliver a seamless customer experience
- Identify and support expansion opportunities within existing health plan relationships, including new lines of business and new populations, in partnership with the Health Plan Sales team
- Contribute to the customer success playbooks, processes, and best practices for the Health Plans segment as the channel scales
What Success Looks Like: bullet points (first 12-18 months):
- Built trusted, multi-threaded relationships across your portfolio of health plan customers, reflected in strong customer satisfaction and account health
- Delivered consistent retention and renewal results across your book of business
- Increased member engagement and program utilization across covered populations through proactive, data-informed recommendations
- Established a regular cadence of business reviews and payer-ready reporting that clearly communicates value, outcomes, and cost savings to plan stakeholders
- Contributed at least one scalable playbook, process improvement, or best practice adopted across the Health Plans segment
These could be under Responsibilities as well, but maybe better as a separate section? Not in allowed headings. Could be under Responsibilities as "What Success Looks Like" but we need to keep headings limited to the given list. Could incorporate as part of Responsibilities (maybe as a subsection). But we must not create new headings. So we can just add those bullet points under Responsibilities as well.
About You (Requirements): bullet points:
- A Bachelor's degree
- 6+ years of professional experience working closely with external customers in a Customer Success, Account Management, or client services role in the health plan, payer, or healthcare benefits space
- Experience working with or within health plans, with an understanding of how payers evaluate, launch, and manage partner programs
- A track record of successfully managing complex, multi-stakeholder relationships and projects to deadline across simultaneous workstreams
- Clear, empathetic communication skills, with comfort presenting to plan leadership and executive audiences
- Enthusiasm for Carrot's mission and eagerness to become part of a collaborative, friendly, and dynamic team
Nice to Have (Skills): bullet points:
- Existing relationships within national or regional health plans
- Familiarity with payer operations such as clinical program integration, network strategy, or utilization and outcomes reporting
- Experience with Salesforce or another CRM, managing tasks efficiently in a dynamic environment
- Strong analytical, writing, and communication skills with sharp attention to detail
- Comfort navigating ambiguity in a growing segment; highly organized, diligent, and self-motivated
- Willingness to travel for customer meetings and industry conferences
Why This Role Matters: maybe not needed.
Why Candidates Join Carrot (Benefits): bullet points:
- A mission-driven company focused on expanding access to fertility and family-forming care globally.
- A high-growth environment where leaders are empowered to shape strategy and drive impact.
- Competitive compensation, equity, and comprehensive benefits.
- Flexible Time Off and a culture that actively encourages employees to recharge.
- Comprehensive parental leave and family-forming benefits.
- A collaborative, inclusive, and values-driven culture.
- The opportunity to work alongside passionate, thoughtful teammates committed to improving healthcare outcomes worldwide.
Compensation/Pay: "Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $108,000-$130,000. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience."
Thus Pay section: salary range. Benefits section: health and wellness benefits, retirement savings, short- and long-term incentives, parental leave, family-forming assistance, flexible time off, etc. Also mention equity.
We need to avoid duplication. The Benefits section already includes many of those; we can combine.
We must not include boilerplate like Fraud and Security Notice, A Note on AI, Why Carrot?, etc.
Now produce HTML.
Structure:
About the role
... (company overview + opportunity paragraph)
Responsibilities
- ... (list from What You’ll Own + What Success Looks Like)
Requirements
- ... (About You)
Skills
- ... (Nice to Have)
Benefits
- ... (Why Candidates Join Carrot + Total Rewards components)
Pay
The starting base salary for this position ranges from $108,000 to $130,000, with actual compensation varying based on confirmed job-related skills and experience.
We might also include equity etc in Benefits.
Make sure not to repeat job title.
Check for any placeholders like "commensurate with experience" - we have none.
Now craft the HTML.
We need to preserve all substantive information: ensure we didn't omit any details.
Let's write About the role paragraph:
Combine Carrot overview and opportunity.
Paragraph: "Carrot is the leading global fertility and family care platform, built on intelligent care orchestration: the right clinical guidance, at the right moment, in the context of each member’s life. More than a thousand multinational employers, health plans, and health systems trust Carrot to support millions of members across 195 countries – from pre-pregnancy through menopause and major life moments in between. Carrot's comprehensive clinical program delivers industry-leading cost savings for plan sponsors and award-winning experiences and improved outcomes for millions of people worldwide. Carrot is widely regarded as a defining force in healthcare innovation as a recipient of several top-tier awards, including Fast Company's 'Most Innovative Companies' and CNBC's '100 Barrier Breaking Startups'. The company is regularly cited by leading global outlets — including The Economist, Bloomberg, The Wall Street Journal, NPR, ABC News, and Harvard Business Review — as a leading voice on digital health, the future of work, and family health. Learn more at get-carrot.com. Carrot is seeking a Customer Success Executive to support customers in our Health Plans segment, one of Carrot's most strategic channels. You will partner with health plan customers, serving as the primary point of contact for account, product, and clinical stakeholders to ensure Carrot remains a valued,
for prose. We need to parse the posting. Key sections: - About Carrot: description of company. Could be "About the role"? Actually "About Carrot" is company overview. Could be placed under "About the role"? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content accordingly.
We have "The Opportunity 🚀Carrot is seeking a Customer Success Executive to support customers in our Health Plans segment..." That's about the role. So we can put that under About the role
.
Then "What You’ll Own 💼In this role, you will:" list of duties. That's Responsibilities.
Then "What Success Looks Like 📈In your first 12–18 months, you will have:" could be also responsibilities or maybe qualifications? It's expectations; could be under Responsibilities or maybe a separate "Expectations". But we only have allowed headings; we could put under Responsibilities as well, or maybe under Qualifications? Probably Responsibilities.
Then "About You ✨You likely have:" that's Requirements/Qualifications. Could be Requirements.
Then "Nice to Have ⭐While not required, we would be especially excited if you bring:" that's Skills or Qualifications (nice-to-have). Could be Skills.
Then "Why This Role Matters 🧡" maybe not needed; could be omitted as not a standard heading.
Then "Interview Process 🤝" - not needed.
Then "Why Candidates Join Carrot 🌍" - benefits etc. Could be Benefits.
Then "Compensation: Carrot offers a holistic Total Rewards package..." includes Pay info: starting base salary range $108,000-$130,000. Also mentions equity, benefits, flexible time off, parental leave, etc. So we can have Pay section with salary range, and Benefits section with other benefits.
Also "Fraud and Security Notice" etc - boilerplate remove.
"A Note on AI" - maybe not needed.
"Why Carrot?" - maybe not needed.
We need to preserve all substantive information; not invent or summarize away detail. So we need to include details from each section.
Let's extract:
About Carrot paragraph: "Carrot is the leading global fertility and family care platform, built on intelligent care orchestration: the right clinical guidance, at the right moment, in the context of each member’s life. More than a thousand multinational employers, health plans, and health systems trust Carrot to support millions of members across 195 countries – from pre-pregnancy through menopause and major life moments in between. Carrot's comprehensive clinical program delivers industry-leading cost savings for plan sponsors and award-winning experiences and improved outcomes for millions of people worldwide. Carrot is widely regarded as a defining force in healthcare innovation as a recipient of several top-tier awards, including Fast Company's 'Most Innovative Companies' and CNBC's '100 Barrier Breaking Startups'. The company is regularly cited by leading global outlets — including The Economist, Bloomberg, The Wall Street Journal, NPR, ABC News, and Harvard Business Review — as a leading voice on digital health, the future of work, and family health. Learn more at get-carrot.com."
That's company overview; could be placed under About the role? Might be better as a separate "About Carrot" but not in allowed headings. Could incorporate into About the role as context. The instruction: use headings e.g. About the role, Responsibilities... So we can put company overview under About the role as introductory paragraph.
Then The Opportunity paragraph: "Carrot is seeking a Customer Success Executive to support customers in our Health Plans segment, one of Carrot's most strategic channels. You will partner with health plan customers, serving as the primary point of contact for account, product, and clinical stakeholders to ensure Carrot remains a valued, ongoing part of the benefits they deliver to their members. You'll work closely with these customers to promote retention, boost member engagement, and uphold excellent customer satisfaction. In this role, you will serve as a trusted advisor to health plan stakeholders, clearly communicate the value of Carrot's offerings through payer-ready reporting on utilization, outcomes, and cost savings, and respond proactively to customer questions and requests while navigating the operating rhythms of large payer organizations. As a Customer Success Executive dedicated to this segment, you will help shape how Carrot supports health plan customers, contributing to the playbooks and best practices that will scale as the channel grows, and playing a vital role in the growth and collaboration of our Customer Success team."
That's also about role.
We can combine.
Responsibilities (What You’ll Own): list bullet points:
- Own a portfolio of health plan accounts, serving as the primary point of contact and trusted advisor to plan account, product, and clinical stakeholders
- Drive retention and renewal outcomes across your book of business, proactively identifying risks and building action plans that account for payer procurement and renewal cycles
- Increase member engagement and program utilization across covered populations through data-informed recommendations and a regular cadence of business reviews
- Present program value, outcomes, and cost-savings data to health plan leadership through clear storytelling, reporting, and executive-ready presentations
- Partner cross-functionally with Health Plan Sales, Implementation, Business Intelligence, Legal & Compliance, and Member Success to deliver a seamless customer experience
- Identify and support expansion opportunities within existing health plan relationships, including new lines of business and new populations, in partnership with the Health Plan Sales team
- Contribute to the customer success playbooks, processes, and best practices for the Health Plans segment as the channel scales
What Success Looks Like: bullet points (first 12-18 months):
- Built trusted, multi-threaded relationships across your portfolio of health plan customers, reflected in strong customer satisfaction and account health
- Delivered consistent retention and renewal results across your book of business
- Increased member engagement and program utilization across covered populations through proactive, data-informed recommendations
- Established a regular cadence of business reviews and payer-ready reporting that clearly communicates value, outcomes, and cost savings to plan stakeholders
- Contributed at least one scalable playbook, process improvement, or best practice adopted across the Health Plans segment
These could be under Responsibilities as well, but maybe better as a separate section? Not in allowed headings. Could be under Responsibilities as "What Success Looks Like" but we need to keep headings limited to the given list. Could incorporate as part of Responsibilities (maybe as a subsection). But we must not create new headings. So we can just add those bullet points under Responsibilities as well.
About You (Requirements): bullet points:
- A Bachelor's degree
- 6+ years of professional experience working closely with external customers in a Customer Success, Account Management, or client services role in the health plan, payer, or healthcare benefits space
- Experience working with or within health plans, with an understanding of how payers evaluate, launch, and manage partner programs
- A track record of successfully managing complex, multi-stakeholder relationships and projects to deadline across simultaneous workstreams
- Clear, empathetic communication skills, with comfort presenting to plan leadership and executive audiences
- Enthusiasm for Carrot's mission and eagerness to become part of a collaborative, friendly, and dynamic team
Nice to Have (Skills): bullet points:
- Existing relationships within national or regional health plans
- Familiarity with payer operations such as clinical program integration, network strategy, or utilization and outcomes reporting
- Experience with Salesforce or another CRM, managing tasks efficiently in a dynamic environment
- Strong analytical, writing, and communication skills with sharp attention to detail
- Comfort navigating ambiguity in a growing segment; highly organized, diligent, and self-motivated
- Willingness to travel for customer meetings and industry conferences
Why This Role Matters: maybe not needed.
Why Candidates Join Carrot (Benefits): bullet points:
- A mission-driven company focused on expanding access to fertility and family-forming care globally.
- A high-growth environment where leaders are empowered to shape strategy and drive impact.
- Competitive compensation, equity, and comprehensive benefits.
- Flexible Time Off and a culture that actively encourages employees to recharge.
- Comprehensive parental leave and family-forming benefits.
- A collaborative, inclusive, and values-driven culture.
- The opportunity to work alongside passionate, thoughtful teammates committed to improving healthcare outcomes worldwide.
Compensation/Pay: "Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $108,000-$130,000. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience."
Thus Pay section: salary range. Benefits section: health and wellness benefits, retirement savings, short- and long-term incentives, parental leave, family-forming assistance, flexible time off, etc. Also mention equity.
We need to avoid duplication. The Benefits section already includes many of those; we can combine.
We must not include boilerplate like Fraud and Security Notice, A Note on AI, Why Carrot?, etc.
Now produce HTML.
Structure:
About the role
... (company overview + opportunity paragraph)
Responsibilities
- ... (list from What You’ll Own + What Success Looks Like)
Requirements
- ... (About You)
Skills
- ... (Nice to Have)
Benefits
- ... (Why Candidates Join Carrot + Total Rewards components)
Pay
The starting base salary for this position ranges from $108,000 to $130,000, with actual compensation varying based on confirmed job-related skills and experience.
We might also include equity etc in Benefits. Make sure not to repeat job title. Check for any placeholders like "commensurate with experience" - we have none. Now craft the HTML. We need to preserve all substantive information: ensure we didn't omit any details. Let's write About the role paragraph: Combine Carrot overview and opportunity. Paragraph: "Carrot is the leading global fertility and family care platform, built on intelligent care orchestration: the right clinical guidance, at the right moment, in the context of each member’s life. More than a thousand multinational employers, health plans, and health systems trust Carrot to support millions of members across 195 countries – from pre-pregnancy through menopause and major life moments in between. Carrot's comprehensive clinical program delivers industry-leading cost savings for plan sponsors and award-winning experiences and improved outcomes for millions of people worldwide. Carrot is widely regarded as a defining force in healthcare innovation as a recipient of several top-tier awards, including Fast Company's 'Most Innovative Companies' and CNBC's '100 Barrier Breaking Startups'. The company is regularly cited by leading global outlets — including The Economist, Bloomberg, The Wall Street Journal, NPR, ABC News, and Harvard Business Review — as a leading voice on digital health, the future of work, and family health. Learn more at get-carrot.com. Carrot is seeking a Customer Success Executive to support customers in our Health Plans segment, one of Carrot's most strategic channels. You will partner with health plan customers, serving as the primary point of contact for account, product, and clinical stakeholders to ensure Carrot remains a valued,