Client Success Manager I
At a glance
Manager-level Customer Success role at Marathonhealth. Remote, United States · full-time · $80,000–$110,000 base.
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What you'll do
- Manage a portfolio of small and midsize clients through standardized, lower-touch service processes
- Use population health and utilization data to explain results, track partnership risks, and report on clinic performance
- Lead renewal bids, manage contract terms, and pursue revenue growth through new populations, centers, products, and services
- Plan health center launches with Sales, operations, and implementation teams, then coordinate client engagement plans with marketing
- Work with clinical and operations leaders to improve member engagement, utilization, patient experience, and performance guarantees
What you bring
- A bachelor’s degree in business or healthcare administration
- Two to five years in healthcare, health insurance, brokerage or consulting, or direct HR and benefits
- Experience delivering presentations and proficiency with Microsoft Office, Tableau, and CRM tools; Salesforce is preferred
Who this fits
This role suits someone who can manage a process-driven portfolio and build client and broker relationships while working across sales, marketing, clinical, and operations teams. The position is remote in the United States and may require travel up to half the time.
From the employer
Marathon Health is a leading advanced primary care provider, partnering with employer and union plan sponsors to improve health for millions of Americans. With nationwide onsite, nearsite, and network health centers, and virtual primary care, Marathon delivers a value-based model that enhances the healthcare experience for members and providers, while driving meaningful cost savings for plan sponsors. Marathon is proud to be certified as a Great Place to Work®, reflecting the company's commitment to building an inclusive, high-trust culture where all employees can thrive. Learn more at marathon.health
ABOUT THE JOB
The Client Success Manager I is responsible for developing and maintaining a strong and lasting client and broker/consultant partnership with assigned small to medium size clients. Preferred but not necessary: If you have strong union-facing experience and a deep understanding of labor organization dynamics. If you have worked closely with labor unions, served on a union board, or partnered extensively with union leadership, and understands how to successfully navigate the relationships, politics, and operational nuances within union environments, this is a plus. However; you will be engaged in the strategic and proactive planning within the client’s overall line of business and is responsible for identifying and executing opportunities to engage the employee and member population to ultimately drive clinical and savings outcomes. This is accomplished via proactive and timely issue resolution, consulting customers on best practices, reviewing service/product offerings, recommending new solutions and providing market insights. Details about the CSM I client portfolio are outlined below:
- Portfolio Size: 20 – 30 small to medium sized accounts averaging $2M - $3M
- Contract Type: Standardized service package with low-touch, process-driven engagement
ESSENTIAL DUTIES & RESPONSIBILITIES
- Manages clients aligned to small group service package standards which may demand lower touch and have standardized processes.
- Develop a deep understanding and interest of population health and health care utilization data with the ability to articulate results - leveraging data to tell a story (relate and interpret data).
- Participates in new health center implementations planning and launch alongside the Sales team, local operations leadership and Implementation Team.
- Leads competitive renewal re-bids for assigned clients. Manage contractual requirements including renewal terms and successfully renew clients at targeted escalation. Prioritize low margin clients for improvements in revenue and expense management.
- Identify and target revenue growth opportunities with existing clients including new member populations, health centers, products, and services.
- Supports clients with tiered engagement models or aggregator relationships.
- Help define and leverage the “coverage model” for assigned clients.
- Use creative feedback tools to develop an understanding of customer’s needs, work with internal partners to improve products and services.
- Operates within a team-based approach, collaborating closely with Client Success Directors (CSDs) for day-to-day leadership, mentorship, and escalation support.
- Coordinate with the marketing team to develop and implement client specific engagement plan including communication and incentive plans to improve utilization and patient experience.
- Responsible for partnering with Directors of Operations and local health center leadership on ways to drive -employee and member engagement, achieve clinical and savings metrics as well as performance guarantees and maintain open communications with clinical staff.
- In collaboration with Operational & Clinical leadership, analyze, summarize, report and manage performance data related to clinic operations. Understand and track risk metrics related to the success of the partnership. Proactively monitor and manage Performance Guarantees to manage payout.
- Salesforce documentation and reporting.
- Execute all necessary contractual requirements in a timely manner; may assist in Requests for Proposals (RFPs) as requested.
- Support the coordination of client eligibility file processing, invoicing, incentive documentation and reporting.
- May serve as the lead point of contact for all customer needs/request.
- Maintain broker relationship and engage in positive relationship to advocate on behalf of mutual client.
- Run, interpret and deliver client reporting on the appropriate frequency.
QUALIFICATIONS
Bachelor’s degree in Business or Healthcare Administration and 2–5 years in healthcare, health insurance, brokerage/consulting, or direct HR/benefits.
DESIRED ATTRIBUTES
- Experienced in developing and delivering presentations
- Possesses a high energy personal style and aptitude for process-oriented thinking
- Possesses strong oral and written communication skills
- Ability to build, foster, and maintain positive professional relationships
- Ability to influence others and work cross-functionally; possess ability to manage ambiguity and the organizational acumen to establish effective internal networks
- Willingness to develop an in-depth understanding of the market, business sector and related services and think creatively to find solutions that are efficient and sustainable
- Understands and advocates for process improvement and adherence
- Ability to perform services for the client with tenacious follow-up
- Strong project management, account portfolio planning and prioritization
- Proficiency in use of Microsoft Office, Tableau and CRM products (Salesforce experience preferred)
- Willingness to travel up to 50%
Pay Range: $80,000 - $110,000/yr
The actual offer may vary dependent upon geographic location and the candidate’s years of experience and/or skill level. This position is also eligible for an annual incentive.
We are accepting applications for this position until a candidate has been selected. To apply to this position and learn more about open jobs at Marathon Health, visit our careers page.
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