Client Success Specialist

Summary

Join Sidecar Health, a company redefining health insurance, as a Client Success Specialist! Based in Florida, you will lead enrollment meetings, support Spanish-speaking members, and collaborate with the Account Management team. This role involves facilitating meetings (on-site, virtual, and recorded), translating benefits communications, and supporting post-sale implementations. You will maintain client interaction documentation and coordinate meeting logistics. This is a fantastic opportunity to advance your career in a mission-driven company with a supportive team. The salary range is $55,000-$65,000.

Requirements

• Bilingual in Spanish (required)
• Florida 2-15 license (required)
• Must reside in the state of Florida
• Willingness to travel 50–75% (including some overnight travel across Florida and Georgia)
• Bachelor’s degree or equivalent from an accredited university

Responsibilities

• Lead and facilitate open enrollment and employee engagement meetings (on-site, virtual, and recorded)
• Serve as a bilingual resource to support members and brokers in FL, GA, and OH markets
• Translate and deliver key benefits communications, marketing materials, and presentations in Spanish
• Support Account Managers with post-sale implementations, ongoing account servicing, and engagement campaigns
• Maintain accurate documentation of client interactions, meeting notes, and follow-ups in CRM systems
• Coordinate logistics and materials for client and broker meetings, including scheduling and prep
• Partner with Sales and Marketing to tailor messaging and materials for specific client groups
• Stay up to date on product offerings, compliance updates, and market trends to provide accurate information
• Identify and escalate member or client issues as needed to internal teams (e.g., Member Care, Product, Compliance)

Preferred Qualifications

• 1–2+ years of experience in client success, account coordination, health insurance, or employee benefits (preferred)
• Experience leading benefit or open enrollment meetings (highly preferred)
• Excellent communication, presentation, and interpersonal skills — confident speaking to groups and individuals
• Strong organizational skills and attention to detail; able to juggle multiple tasks and deadlines
• Familiarity with CRM tools, G-Suite, and Slack (bonus points for experience with Salesforce or similar platforms)

Benefits

• Competitive salary, bonus opportunity, and equity package
• Comprehensive Medical, Dental, and Vision benefits
• A 401k retirement plan
• Paid vacation and company holidays
• Opportunity to make an impact at a rapidly growing mission-driven company transforming healthcare in the U.S