客户经理
Account Manager
职位描述
我们正在寻找一位具有咨询思维和行动导向的客户经理加入我们的快速增长团队。在此职位中,您将负责管理中型企业的客户组合,作为Thatch平台、ICHRA福利策略和年度续订/开放报名的可信赖顾问。
您将与高管支持者、人力资源领导者、福利顾问以及日常管理员建立牢固的关系,了解他们的目标,提供可衡量的价值,并确保雇主及其员工的福利体验成功。通过主动的客户规划、季度业务评审(QBR)和持续赋能,您将帮助客户最大化Thatch的价值,同时推动留存率和长期客户健康。
作为我们不断壮大的客户管理团队的一员,您将在塑造Thatch的客户生命周期中发挥关键作用。您将与销售、产品、运营和实施团队跨职能合作,倡导客户反馈,设计最佳工作模式,并在我们扩展规模时建立新流程。
您将负责
- 负责中型企业客户的组合及其福利经纪人,作为福利策略、续订、员工参与和长期成功的可信赖顾问。
- 与关键利益相关者建立并维护关系,包括高管支持者、人力资源领导者、福利顾问和日常管理员,深入了解每个客户的目标和成功标准。
- 主导年度续订对话,提供关于贡献策略、计划设计考虑因素和年度费用调整的咨询指导,同时推动长期留存和客户健康。
- 准备并主持季度业务评审(QBR),提供绩效洞察、产品更新、战略建议和与客户目标一致的账户计划。随着时间推移,还将有升级销售/交叉销售的机会。
- 监控客户健康状况,识别风险和机会,并制定主动行动计划以推动留存和长期成功。
- 与客户合作,满足ICHRA和福利合规要求,包括年度报告义务、员工资格考虑因素以及对医保和COBRA人群的管理。
- 主导年度开放报名的规划和执行,推动员工参与和成功的注册结果(NRR为关键指标);在高峰期,需管理定制化需求
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About Thatch
For most people, health insurance is something that happens to them: a plan chosen by someone else, with little room to fit their life. Thatch is changing that. We help companies give every employee a real healthcare budget instead of a one-size-fits-all plan, so people can choose the coverage and care that works for them, and employers get predictable costs they can control.
It’s a simple idea, but making it real means solving hard problems across healthcare, payments, and technology, and we’re just getting started. We look for people who like solving complex problems, use good judgment, and are comfortable working through ambiguity. People here care deeply about our customers, take real responsibility for what gets built, and are driven by doing work that matters.
About the role
We’re looking for a consultative and action-oriented Account Manager to join our growing team. In this role, you’ll manage a portfolio of Mid-Market employer customers, serving as a trusted advisor on the Thatch platform, ICHRA benefits strategy, and annual renewal/open enrollment.
You’ll build strong relationships with executive sponsors, HR leaders, benefits consultants, and day-to-day administrators to understand their goals, deliver measurable value, and ensure a successful benefits experience for both employers and their employees. Through proactive account planning, Quarterly Business Reviews (QBRs), and ongoing enablement, you’ll help customers maximize the value of Thatch while driving retention and long-term customer health.
As a member of our growing Account Management team, you’ll play a critical role in shaping the customer lifecycle at Thatch. You’ll work cross-functionally with Sales, Product, Operations, and Implementation to advocate for customer feedback, design optimal working models, and build new processes as we scale.
What you'll do
- Own a portfolio of Mid-Market employer customers and their benefit brokers, serving as a trusted advisor on benefits strategy, renewals, employee engagement, and long-term success.
- Build and maintain relationships with key stakeholders, including executive sponsors, HR leaders, benefits consultants, and day-to-day administrators, developing a deep understanding of each customer’s goals and success criteria.
- Lead annual renewal conversations, providing consultative guidance on contribution strategy, plan design considerations, and annual fee adjustments while driving long-term retention and customer health.
- Prepare and facilitate Quarterly Business Reviews (QBRs), delivering performance insights, product updates, strategic recommendations, and account plans that align with customer objectives. Over time, there will also be opportunities for upsell/cross-sell.
- Monitor customer health, identify risks and opportunities, and develop proactive action plans to drive retention and long-term success.
- Partner with customers to fulfill ICHRA and benefits compliance requirements, including annual reporting obligations, employee eligibility considerations, and management of Medicare and COBRA populations.
- Lead annual Open Enrollment planning and execution, driving employee engagement and successful enrollment outcomes (with NRR as the key metric); during peak season, manage customer onboarding activities as needed.
- Partner cross-functionally with Implementation, Product, Operations, and Sales to manage escalations, advocate for customer needs, and deliver exceptional customer experiences.
- Contribute to the development of scalable account management processes, playbooks, tooling, customer education programs, and best practices as Thatch continues to grow.
Background we're looking for
- 5+ years of experience in Account Management, Customer Success, Benefits Consulting, or another client-facing role, ideally within health benefits, HR technology, or digital health.
- Strong strategic thinking and problem-solving skills, with the ability to connect customer goals to business outcomes.
- Experience leading customer business reviews, strategic planning conversations, renewals, or other consultative account management activities.
- Excellent communication and presentation skills, with the ability to tailor messaging to a variety of audiences.
- Strong organizational and project management skills, with the ability to manage multiple priorities simultaneously.
- Comfortable operating in a fast-paced, high-growth environment and navigating ambiguity with confidence.
- Deep customer empathy, ownership mentality, and commitment to delivering exceptional customer experiences.
- Curiosity, humility, and a collaborative, team-first mindset.
Experience we're particularly excited about
- Bilingual in Spanish and English preferred.
What to expect
We interview rigorously based on integrity, talent, and drive; the trust we display in our teammates from day 1 is a reflection of the confidence we have in this process. We aim to evaluate the things you’ll be doing every day as best we can, and we move quickly. Here's what to expect:
- 30 minute video meeting to talk through your background and interest in Thatch
- 30 minute video meeting with the hiring manager to dive deeper into your experience and the role
- 30 minute video meeting to meet 2-3 members of the team
- 30 minute video meetings with the department leadership to review your approach to problem solving and strategy
- 30 minute video meeting with one of our founders to discuss your approach to culture and our operating principles
Estimated Compensation Range
$105,000—$135,000 USD