Client Success Executive

Valenz•Phoenix, AZ

3d•Remote

About The Position

As a Client Success Executive with Valenz, you will be responsible for managing and growing client relationships through regular engagement, strategic account planning, and solution-based selling. You will lead client presentations, oversee proposals and renewals, and ensure seamless implementation of services. Acting as the primary point of contact, you will collaborate with internal teams to resolve issues, drive process improvements, and ensure compliance, all while delivering exceptional client experiences.

Requirements

5+ years of experience in managing both internal and external relationships; knowledge of healthcare plan administration.
Experience in healthcare plans, health insurance, or equivalent
Exceptional communication skills, both written and verbal, with strong presentation abilities in-person and virtually.
Proficiency in MS Office, especially in advanced Excel functions and PowerPoint.
Ability to manage multiple client accounts, work under pressure, and consistently deliver exemplary customer service.
Must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.

Nice To Haves

Bachelor's degree in marketing or business administration
Self-funded healthcare experience

Responsibilities

Lead pre- and post-sale presentations and coordinate regular client meetings to maintain strong relationships and ensure alignment on goals and services.
Drive revenue growth through upselling, cross-selling, and strategic account planning across assigned clients.
Manage and track sales opportunities using the CRM system to ensure accurate pipeline visibility and follow-up.
Oversee client proposals, renewals, and implementations, ensuring timely and effective execution in collaboration with internal teams.
Develop and maintain Strategic Account Plans that outline client goals, key initiatives, and growth opportunities.
Serve as the primary client contact, ensuring timely communication, issue resolution, and overall satisfaction.
Demonstrate strong knowledge of Vālenz products and services, effectively aligning solutions with client needs.
Collaborate with internal teams to resolve client issues, improve service delivery, and streamline processes.
Ensure compliance with company policies, procedures, and HIPAA standards in all client interactions.
Partner with Operations, SMEs, and other departments to meet client requirements and strengthen relationships.

Benefits

Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
Spending account options: HSA, FSA, and DCFSA
401K with company match and immediate vesting
Flexible working environment
Generous Paid Time Off to include vacation, sick leave, and paid holidays
Employee Assistance Program that includes professional counseling, referrals, and additional services
Paid maternity and paternity leave
Pet insurance
Employee discounts on phone plans, car rentals and computers
Community giveback opportunities, including paid time off for philanthropic endeavors