Senior Client Success Manager

Pelago

$140K — $155K *
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Client Success or Account Management in digital health, healthcare, wellness, benefits or SaaS.
  • Experience managing strategic, enterprise accounts and engaging with C-level executives.
  • Familiarity with AI-enabled products and ability to communicate their role in clinical care.
  • Strong communicator with an entrepreneurial mindset and consultative style.
  • Proven track record of successful client renewals and expansions.

Responsibilities

  • Establish and strengthen relationships with key stakeholders at enterprise clients.
  • Develop in-depth knowledge of Pelago programs and operational processes.
  • Provide consultative insights to enhance client satisfaction and program results.
  • Manage expectations and prepare actionable insights based on client goals.
  • Identify potential risks to client retention and proactively develop solutions.
  • Convert successful clients into advocates for Pelago's offerings.
  • Collaborate with various internal teams to address client issues and improve services.

Benefits

  • Comprehensive benefits package including health and wellness support.
  • Incentive bonus program and stock options.
  • Flexible work environment that encourages cross-functional collaboration.
  • Regular performance reviews for equitable compensation adjustments.
Full Job Description
Our Client Strategy team is looking for a highly motivated Senior Client Success Manager (CSM) to own a portfolio of strategic, enterprise clients to drive business results from point of sale through renewal. The Sr CSM will proactively interact with clients and execute a Pelago program strategy integrated with their broader benefit offerings. We are looking for a very experienced CSM with demonstrated success in building and maintaining healthy client relationships to drive strong program adoption, client/member retention, expansion, and advocacy.

Responsibilities:

Deliver Client Value
  • Establish and maintain highly effective relationships with key stakeholders, senior executives, and decision makers across enterprise clients
  • Develop fluent understanding of Pelago programs, implementation processes, growth marketing approach and clinical operations
  • Provide consultative recommendations to increase member engagement, enhance program results, and optimize overall client satisfaction
  • Consistently manage client expectations
  • Prepare and deliver metrics based on each client's goals in a consumable format that delivers actionable insights (regular meetings, business reviews, ROI)
  • Identify client challenges and risk areas, develop solutions, and execute proactively to avoid churn
  • Develop fluency in Pelago's AI-enabled care model, including how AI-driven clinical tools and member engagement features work, and translate that into plain-language narratives for employer buyers and benefits teams.
  • Convert "model" clients into Pelago advocates, leveraging their success for references, case studies, blogs, etc
  • Ensure clients and their members are utilizing key product features to maximize success
  • Prepare, execute and participate in special events held for or hosted by clients

Increase Revenue
  • Manage the end-to-end renewal process for assigned client portfolio
  • Identify and secure expansion opportunities with each client, including cross-sell into Pelago's broader solution portfolio as new program offerings become available
  • Partner with sales to drive alignment for client renewals and expansions
  • Communicate internally potential risks that would threaten renewals

Lead Cross-functionally
  • Manage client issues/escalations by collaborating with internal teams such as Client Implementation, Clinical Operations, Product, and Sales, as needed
  • Work cross-functionality with teams such as Product, Marketing, Engineering and Executive teams to ensure client/market feedback is shared for ongoing improvements
  • Partner with Growth Marketing to develop member promotional strategies and toolkits that will increase member engagement, enhance program results, and optimize overall client satisfaction

The background we're looking for:
  • 7+ years of experience working in Client Success or Account Management at a digital health, healthcare, wellness, benefits or SaaS company
  • Experience working on strategic, enterprise accounts and working closely with C-level / SVP-level executives
  • Comfort operating in an AI-enabled product environment; able to explain how AI features support (rather than replace) clinical care in conversations with employer stakeholders
  • An excellent communicator with an entrepreneurial mindset
  • Exceptional attention to detail, relationship building and problem-solving skills
  • Demonstrated, measurable success running client renewal and expansion efforts
  • Strong presentation and storytelling skills, which will be evaluated during the recruiting process
  • Strong interpersonal, relationship-building and listening skills, with a natural, effective consultative style
  • The flexibility and agility to work cross-functionally in a fast-paced environment
  • The ability to influence change and bring enthusiasm and excitement to the workplace
  • A passion for the Pelago mission's to break down barriers to substance use care that works, giving everyone access to substance use support.


The provided range reflects our US target salary range for this full-time position, which is part of our broader total compensation package, including incentive bonus program, stock options, comprehensive benefits, and incentive pay applicable to eligible roles. Individual pay within the range will vary based on a variety of factors like role-related experience and education, internal pay equity, and other relevant business factors. At Pelago, we are committed to an equitable and fair pay philosophy and review total compensation for our employees at least twice a year.

Base Pay Range

$140,000-$155,000 USD

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