Client Success Manager

FEDlogic, LLC • Winston-Salem, NC

54d • Remote

About The Position

FEDlogic is seeking a strategic and client-focused Client Success Manager; you'll play a pivotal role in nurturing and expanding our client relationships. You'll serve as a liaison between our company and our valued clients, ensuring their needs are understood, addressed, and exceeded. This role requires exceptional communication skills, strategic thinking, and a customer-centric approach. Reporting directly to a Senior Client Success and Development Manager, you will play a critical role in maintaining FEDlogic's reputation for unparalleled service while working to enhance client retention and engagement. Key performance indicators will include, but shall not be limited to, the following: (1) Client engagement; (2) Client satisfaction; and (3) Client retention.

Requirements

• Strong communication, business acumen, platform, and interpersonal skills.
• Must have experience speaking in front of groups of people and leading virtual calls.
• Ability to translate client requirements into actionable strategies and solutions.
• Customer Service experience preferred.
• Proficiency in Excel/Google Sheets, Word/Google Docs.
• Excellent organizational and time-management skills.
• A bachelor's degree in business, marketing, or a related field is preferred.

Nice To Haves

• Experience in benefits consulting, case management, healthcare or advocacy
• Familiarity with employer group health plans.
• Experience in HubSpot, Salesforce and Tableau.
• Bilingual (Spanish/English) a plus.

Responsibilities

• Build and maintain strong client relationships, offering comprehensive support to the client, with no initially assigned clients, while serving as a key point of contact.
• Understand client needs and offer tailored solutions.
• Collaborate internally to develop strategies for increased engagement with Client's employees.
• Communicate with clients regularly through various channels, including meetings and reports.
• Act as the client’s advocate, ensuring their needs are met and issues are resolved proactively.
• Occasionally, present "pitch" deck presentations to potential clients. Assist Client Development with prospective client presentations and communications.
• Forecast intervention needs by utilizing data and reporting.
• Complete administrative work by onboarding clients into customer relationship management system (CRM), building out client profiles and ensuring data in the CRM system is accurate and complete.
• Contribute to a positive, supportive, and collaborative team environment.
• Perform any other duties as assigned to support client satisfaction and business growth.

Benefits

• Flexible remote work environment
• Paid Time Off (PTO) plus all federal holidays off
• Comprehensive benefits package with health, dental, vision insurance, group term life, short term disability, long term disability and voluntary life plans, paid maternity and paternity leave. Numerous supplemental plans to assist employees.
• 401(k) with matching contributions.
• Professional development opportunities.
• Supportive and collaborative work environment.
• Opportunity to be part of a rapidly growing company dedicated to making a difference in the lives of families.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level