Client Executive

Summary

Join Gradient AI, a revolutionary AI-powered solutions provider for Group Health and P&C insurance, as a Client Executive. This fully remote role involves managing the post-sale client lifecycle, from implementation and workflow design to data analysis and relationship building. You will work directly with health insurance clients, ensuring they maximize the value of our predictive analytics solutions. The ideal candidate possesses a strong understanding of client business objectives and the technical aspects of our platform. Success in this role requires proven project/account management skills, strong communication, and experience in the health insurance industry. Gradient AI offers a fun, team-oriented culture, generous stock options, unlimited vacation days, flexible schedules, and a full benefits package.

Requirements

• 5+ years of experience in a post-sale client relationship role, supporting customers through implementation and ongoing engagement
• Prior experience in the health insurance industry; underwriting background is a strong plus
• Exceptional organizational, communication, and documentation skills
• Proven track record in project/account management
• Strong Excel skills, including VLOOKUPs, pivot tables, data formatting, and reporting
• Experience using CRM tools; Salesforce preferred
• Customer-first mindset with the ability to build trusted client relationships

Responsibilities

• Act as the primary post-sale point of contact, building and maintaining strong, long-term client partnerships
• Lead post-sale implementation efforts by defining business needs, configuring product recommendations, and establishing ROI metrics
• Analyze and monitor client dashboards to ensure usability and uncover insights related to model performance
• Document all phases of project management and maintain detailed client engagement records
• Collaborate closely with Sales, Product, Data Science, and Engineering teams on a weekly basis

Benefits

• A fun, team-oriented startup culture
• Generous stock options - we all get to own a piece of what we’re building
• Unlimited vacation days
• Flexible schedule that supports working from home
• Full benefits package includes medical, dental, vision, 401k, paid paternal leave, and more
• Ample opportunities to learn and take on new responsibilities