Customer Success Manager

Take Command Health • Dallas, TX

13d • Hybrid

About The Position

About Take Command Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impact on the entire healthcare system. Let’s be honest—health insurance is usually a confusing, frustrating, and even emotional experience for people. We want to fix that with a new model, great technology, and a superior user experience. We have made a great start, but we need your help to fully realize our long-term vision. About the CSM (Benefits Partner) We’ve spent a lot of time learning about our customers - who they are and what is important to them. Now, as Take Command serves larger employers with more sophisticated needs and dynamic workforces, we are expanding our Client Partnership Team. The Benefits Partner (BP) serves as the operational owner of the client experience, ensuring our clients successfully implement, adopt, and operate their ICHRA program. As the trusted ICHRA partner to our clients, the BP provides strategic guidance, drives onboarding, monitors client health, and identifies risk early. The BP acts as the voice of the client internally, advocating for product and service enhancements to strengthen the overall client experience. This role is critical to ensuring our clients feel supported, confident, and fully able to run a successful ICHRA program.

Requirements

• The Benefits Partner (BP) serves as the operational owner of the client experience, ensuring our clients successfully implement, adopt, and operate their ICHRA program.
• As the trusted ICHRA partner to our clients, the BP provides strategic guidance, drives onboarding, monitors client health, and identifies risk early.
• The BP acts as the voice of the client internally, advocating for product and service enhancements to strengthen the overall client experience.
• This role is critical to ensuring our clients feel supported, confident, and fully able to run a successful ICHRA program.

Responsibilities

• Serve as the client’s trusted ICHRA partner, delivering operational guidance and best practices that drive effective program execution and sustained adoption
• Lead onboarding execution and ongoing administrative training, ensuring clients are fully enabled to operate their ICHRA program effectively and confidently
• Monitor client health and proactively identify risk, ensuring an accurate health and retention forecast, and partnering with Account Managers to support renewal readiness
• Provide operational insights into business reviews, including ICHRA trends, best practices, and seasonal insights
• Serve as the voice of the client internally, providing feedback on product and ICHRA program insights that result in actionable product and service enhancements
• Lead escalations and cross-functional issue mitigation, ensuring timely resolutions while maintaining client trust and confidence

Benefits

• Competitive pay and health benefits
• A generously funded ICHRA for medical, dental, and vision premiums and medical expenses.
• Unlimited personal vacation in addition to regular company holidays.
• 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff!
• Two beautiful offices in Richardson, Texas (City Line) and Austin, Texas. The kitchen is well-stocked and we've designed the space to have lots of different areas to work--lounge on the couch, stand near your colleague at a kiosk desk or hole up in one of our phone rooms!
• Competitive parental leave for new parents.
• Up to two paid days of Paw-ternity leave. We recognize that pets are family too - and supporting life outside of work (including four-legged members) matters!
• ClassPass corporate membership with access to over 73,000 fitness and wellness options.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed