Associate Director of Customer Success (Remote)
About The Position
Upside is hiring an Associate Director of Health Plan Success to manage, retain, and grow relationships with key health plan customers. This is a senior individual contributor role with day-to-day ownership of a complex portfolio of health plan customers, which may include large national payer organizations, affiliated health plans, and other strategic accounts. The Associate Director will serve as a trusted partner to customer stakeholders, helping ensure strong program performance, customer satisfaction, and long-term retention. This person will also identify opportunities to increase referrals, expand into new populations or lines of business, and extend or renew existing contracts. This role reports to the SVP of Customer Success. Internally, this role is referred to as Associate Director, Customer Success.
Requirements
- 6+ years of experience in customer success, account management, partnerships, or client services
- Experience working with health plans, managed care organizations, or other complex healthcare customers
- Strong understanding of Medicaid, Medicare Advantage, D-SNP, case management, or social drivers of health
- Proven success managing, retaining, and growing high-value customer relationships
- Experience with renewals, cross-selling, referral growth, or account expansion
- Strong presentation, communication, and relationship-building skills
- Ability to operate independently and manage multiple complex accounts without significant oversight
- Experience working cross-functionally in a startup, SaaS, or technology-enabled services environment
- Proficiency with Salesforce or a similar CRM
- Ability to work effectively across multiple time zones
Responsibilities
- Own day-to-day relationships for an assigned portfolio of health plan customers
- Serve as the primary point of contact for customer stakeholders
- Lead recurring customer meetings, quarterly business reviews, and performance updates
- Monitor account health, customer satisfaction, referral volume, and program performance
- Identify and address customer risks before they impact retention
- Own renewal planning and execution for assigned accounts
- Identify opportunities to increase referrals, expand into new populations or lines of business, and extend existing contracts
- Partner with Sales, Operations, Product, and leadership to support customer goals and growth
- Maintain clear account plans, renewal timelines, risks, and expansion opportunities in Salesforce
- Help build Customer Success processes, playbooks, reporting, and OKRs as the team scales
Benefits
- Medical, dental, and vision coverage
- Paid time off and company holidays
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
