Client Success Associate

Summary

Join Carrum Health, a health tech company revolutionizing healthcare payment, delivery, and experience. As a Client Success Associate, you will play a critical role in supporting and maintaining our growing book of enterprise clients. You will be responsible for key operational activities throughout the client lifecycle, creating reports, building annual business reviews, and supporting new client implementations. This fully remote position offers a competitive salary, equity, an annual bonus, and opportunities for professional growth. Carrum Health prioritizes a collaborative and supportive work environment with flexible hours and generous benefits. The ideal candidate will have 1-2 years of experience in client success or a related field, strong organizational and communication skills, and a passion for improving healthcare affordability.

Requirements

• 1-2+ years of experience in Client Success/account management, consulting and/or professional services (healthcare industry experience highly desirable)
• Highly detail-oriented, extremely organized and results-driven; exceptional at creating process and structure
• Strong operational and reporting prowess
• Excellent collaboration and time management skills
• Effective communication skills: the ability to be direct, logical and succinct
• Experience meeting deadlines, keeping many balls in the air and prioritizing work in a fast-paced, dynamic environment
• Entrepreneurial spirit; ability to solve problems creatively and strategically
• Experience working in fast-paced, dynamic, rapidly growing, early-stage environments
• Have a laser client focus and a take pride in being accountable and proactive
• Burning passion about Carrum Health’s mission to make healthcare more affordable and consumer-centric

Responsibilities

• Be responsible for supporting Client Success Managers to deliver the highest level of service to our clients throughout the entire client lifecycle
• Create reporting deliverables to help support and validate our client’s engagement results
• Build annual business reviews for clients to summarize results and ROI
• Configure and update client records in Carrum’s Patient Care App
• Support the implementation process for new clients by creating and maintaining documentation deliverables
• Update Client Success trackers, tools, and resources
• Respond to and resolve operational requests from clients
• Work closely with the Member Marketing team to QA monthly/quarterly campaigns and own events such as webinars or in-person benefit fairs
• Collaborate cross-functionally with Carrum’s Sales, Patient Care, and Technology teams
• Serve as a Carrum representative for various virtual events including webinars, summits, and informational sessions
• Travel onsite to client locations to support Open Enrollment events (5% travel)

Benefits

• Flexible schedules and remote work
• Chicago and San Francisco offices available
• Self-managed vacation days, within reason
• Paid parental leave
• Health, vision, and dental insurance
• 401K retirement plan
• Stock option plan