Client Success Consultant

Role overview Support client success teams serving employer and health plan accounts through reporting, marketing materials, project coordination, and day-to-day account support. You’ll work with Client Success Managers and internal partners to keep deliverables moving, present program results clearly, and maintain accurate account information.

Responsibilities - Provide flexible support for account growth priorities and help Client Success Managers complete client deliverables. - Gather client results and help prepare polished materials for quarterly and annual reviews. - Work with subject matter and data analytics partners on improved reporting. - Create tailored marketing asset packets to support client marketing plans. - Help coordinate new client launches or relaunches and resolve account issues with internal teams. - Keep CRM account records complete and current while supporting process documentation and improvement.

Requirements - Bachelor’s degree and one to three years of related experience in areas such as marketing, sales, client success, project coordination, or wellness. - Strong organization, prioritization, time management, and attention to detail in a deadline-driven environment. - Proactive and able to make progress toward business goals with limited supervision. - Collaborative approach to building relationships with internal and external partners. - Strong written and verbal communication, planning, and scheduling skills. - Comfort working in a fast-paced, distributed environment; experience with Google Workspace and tools such as HubSpot, Looker, or Jira.