客户成功经理
Client Success Manager
Marathon Health 是一家领先的高级初级护理服务提供商,与雇主和工会计划赞助商合作,为数百万美国人改善健康状况。通过全国范围内的现场、近场和网络健康中心,以及虚拟初级护理,Marathon 提供一种基于价值的模式,提升会员和医护人员的医疗体验,同时为计划赞助商带来显著的成本节约。Marathon 荣幸被评为“最佳工作场所®”,体现了公司致力于打造一个包容、高信任度的文化,让所有员工都能蓬勃发展。了解更多请访问
关于职位
客户成功经理 I 负责与分配的小型到中型客户建立并维护牢固持久的客户和代理/顾问合作关系。该职位参与客户整体业务线的战略性和前瞻性规划,并负责识别和执行机会,以最终推动临床成果和节省成本。这通过主动及时地解决问题、向客户提供最佳实践建议、审查服务/产品方案、推荐新解决方案并提供市场洞察来实现。以下是 CSM I 客户组合的详细信息:
- 组合规模:20-30 个小型到中型账户,平均年收入 200 万至 300 万美元
- 合同类型:标准化服务套餐,低接触、流程驱动的互动方式
核心职责与要求
- 管理符合小团体服务套餐标准的客户,这些客户可能需要较低的接触度和标准化流程。
- 深入理解人口健康和医疗使用数据,并能够阐述结果——利用数据讲述故事(关联和解释数据)。
- 参与新健康中心的实施规划和启动,与销售团队、当地运营领导和实施团队一起工作。
- 领导分配客户的竞争性续约重新投标。管理合同要求,包括续约条款并成功续约客户至目标水平。优先考虑利润率低的客户,改进收入和支出管理。
- 识别并针对现有客户的收入增长机会,包括新的成员群体、健康中心、产品和服务。
- 支持采用分层互动模式或聚合关系的客户。
- 协助定义一个
查看英文原文
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
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. This role is 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.
- Preference is Southern MI; Detroit or Kalamazoo
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.
Originally posted on Himalayas