Senior Client Success Manager
Modern HealthSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Health Insurance, SaaSIndustries
Requirements
Candidates should possess at least 5 years of experience in a post-sale client relationship role, supporting customers through implementation and ongoing engagement, and prior experience in the health insurance industry with an underwriting background being a strong plus. Exceptional organizational, communication, and documentation skills are required, along with a proven track record in project/account management and strong Excel skills, including VLOOKUPs, pivot tables, data formatting, and reporting. Experience using CRM tools, such as Salesforce, is also necessary.
Responsibilities
The Client Executive will act as the primary post-sale point of contact, building and maintaining strong, long-term client partnerships, leading post-sale implementation efforts by defining business needs, configuring product recommendations, and establishing ROI metrics, analyzing and monitoring client dashboards to ensure usability and uncover insights related to model performance, documenting all phases of project management and maintaining detailed client engagement records, and collaborating closely with Sales, Product, Data Science, and Engineering teams on a weekly basis.
Skills
Client Relationship Management
Implementation
Data Analysis
Project Management
Relationship Building
Excel (VLOOKUPs, pivot tables, data formatting, reporting)
CRM tools (Salesforce)
Communication
Documentation
Gradient
Energy-efficient window ACs and heat pumps
About Gradient
Gradient Comfort creates energy-efficient window air conditioners that also function as heat pumps, providing both cooling and heating without obstructing views. Their products use R-32 refrigerant, which is more environmentally friendly than traditional options, making them appealing to eco-conscious consumers, especially in regions with strict emissions regulations like New York. Unlike competitors, Gradient Comfort sells directly to consumers through its website, fostering a closer relationship with customers. The company's goal is to lead in clean energy innovation and support decarbonization efforts in home climate control.
Key Metrics
San Francisco, CaliforniaHeadquarters
2017Year Founded
$32.1MTotal Funding
SERIES_ACompany Stage
Energy, Consumer GoodsIndustries
51-200Employees