Client Success Executive - Middle Market

Centivo•Buffalo, NY

2d•$110,000 - $125,000•Remote

About The Position

Centivo is looking for a Client Success Executive who will lead and cultivate key client relationships in our Middle Market portfolio. The role will work cross-functionally with Centivo's functional experts, third-party vendors, implementation, and sales to support the ongoing delivery of Centivo health plan products and services for our clients and their members. You will own the client relationship and be the primary point of contact for clients post-implementation, and will be responsible for all levels of strategic and tactical support on behalf of Centivo to ensure high levels of satisfaction and retention for clients and their members.

Requirements

Bachelor's degree or equivalent experience required
Minimum 5 years of health plan experience, including experience with self-funded accounts
Minimum 5 years of Client Success (Account Management) experience in employer-sponsored benefits
Working knowledge of self-funded health plan administration, including TPA operations, plan design, claims management, and benefit program structure
Strong relationship management skills, with the ability to build rapport and credibility across HR, Benefits, and Finance stakeholders

Nice To Haves

Familiarity with value-based care, ACO-based plan models, or primary care-centered benefit design
Advanced knowledge of Microsoft Office products (Excel, PowerPoint, Word); comfort with data and reporting tools
Excellent oral and written communication skills, with the ability to present information in a way that establishes rapport, persuades others, and gains understanding

Responsibilities

Serve as the primary point of contact and relationship owner for a portfolio of Middle Market, self-funded employer clients following implementation, overseeing all aspects of the health plan solution and TPA services — including member engagement and customer service, claims processing, PBM, provider network arrangements, and employer analytics and reporting.
Ensure a new client's seamless transition from implementation into ongoing account management.
Build and maintain strong personal relationships across the client organization, including HR and Finance, through regular formal and informal communication and engagement.
Partner with brokers and consultants to oversee and resolve client issues, and reinforce the value of the Centivo solution at every touchpoint.
Identify and pursue opportunities to grow client relationships in your portfolio, including increased benefits participation, higher rates of member selection, and expansion into additional geographic markets where applicable.
Lead the renewal process for each account, preparing and delivering reports on Centivo's performance and health and claims data and analytics to clients.
Present plan design and product enhancement recommendations that support each client's goals and reinforce the value of the Centivo plan.
Monitor account health and utilization trends to help identify and address retention risks in advance of renewal.
Identify, track, and resolve issues raised by clients, coordinating resolution with Centivo team members and third-party partners.
Serve as an escalation point for client concerns, mobilizing the right internal resources and maintaining clear, transparent communication throughout.
Use working knowledge of self-funded plan administration and health plan operations to contextualize plan data and proactively address client questions.
Prepare and deliver clear, accurate reporting on plan performance, claims, and analytics that supports client decision-making.
Collaborate with internal analytics and clinical teams to help ensure reporting reflects each client's defined priorities.
Work cross-functionally with Centivo's functional experts, implementation, sales, and third-party vendors to support the ongoing delivery of Centivo's products and services.
Collaborate on the enhancement of Centivo's client implementation and client success (account management) methodologies, and make recommendations for ongoing process improvement.
Participate in sales meetings, representing the voice of client success and the team prospective clients would work with.