Associate Customer Success Manager

Summary

Join Virta Health's dynamic Customer Success team as an Associate Customer Success Manager and contribute to their mission of reversing diabetes and obesity. You will work directly with clients, manage accounts, and support the team's growth. Responsibilities include building client relationships, creating marketing plans and presentations, analyzing data for reporting, participating in business reviews, and advocating for client needs. You will also manage internal workflows, support client data exchange, and collaborate on process improvements. This role requires 3+ years of experience in client management, customer success, or project coordination, strong communication and project management skills, and a passion for client experience. The ideal candidate is proactive, a strategic thinker, and comfortable in a fast-paced environment. This position offers the opportunity to contribute directly to company growth in a mission-driven environment.

Requirements

• 3+ years experience in client management, customer success, or project coordination
• Passionate about client experience and health outcomes
• Ability to simultaneously manage and prioritize multiple projects and customer requests, keeping all stakeholders updated while managing customer expectations
• Strong communicator with excellent written and verbal skills
• Strong project management skills
• Curious, proactive, and eager to grow – asks "why" and proposes solutions
• Comfortable in a fast-paced and ever-evolving environment
• Strategic thinker and self-starter – able to proactively identify opportunities and execute to maximize value for the client value and drive growth

Responsibilities

• Build trusted relationships for a growing list of customers to enable account growth and ensure satisfaction, retention, and value
• Support accounts to develop key client deliverables, including marketing project plans and meeting presentations for client touchpoints and business reviews, highlighting utilization, performance, and expansion opportunities
• Use BI tools to pull and analyze customer-specific data for reporting, QBRs and ad hoc needs
• Participate in client business reviews and own strategic follow-ups
• Advocate for client needs and issue resolution cross-departmentally, provide continual feedback to internal teams on client needs
• Build and maintain a deep understanding of Virta’s organization, services offered, and processes
• Create and manage internal tickets and workflows across key cross-functional partners, including Implementation, Analytics, Billing, and other teams to support client needs
• Support client data exchange operations in collaboration with the Implementation Team
• Assist with benefit fairs logistics, collateral customization, and post-event reporting; participate in onsite benefit fairs and vendor summits for strategic accounts
• Collaborate on improvements to SOPs and workflows, sharing learnings and opportunities as Virta continues to scale
• Help identify trends or common roadblocks and propose solutions to improve team efficiency and client satisfaction
• Help maintain Customer Relationship Management tools

Preferred Qualifications

• Experience working in healthcare, digital health, or benefits administration a plus
• Familiarity with Salesforce, Asana, or other Client Management / Project Management /PM tools
• Basic proficiency in Google Slides or PowerPoint for client-facing content

Benefits

Remote work, flexible hours