Fleet Success Manager fostering client relationships and account growth for OTC Fleet Services. Focused on building partnerships and exploring fleet service opportunities without high - pressure sales tactics.
About the role
- Client Success Executive serving as primary point of contact for strategic accounts at Quantum Health. Focusing on client satisfaction, retention, and identifying growth opportunities.
Responsibilities
- Work closely with clients to understand their business objectives and ensure the company’s product or service delivers measurable value aligned with their goals.
- Serve as the primary point of contact for key accounts, managing day-to-day communications and ensuring strong relationships with client stakeholders at all levels.
- Lead clients through the onboarding process and drive product/service adoption by providing training, best practices, and ongoing support tailored to their specific needs.
- Identify opportunities for account growth, including upselling additional services, cross-selling complementary products, and recommending new solutions that enhance client success and increase revenue.
- Proactively manage client renewals, minimizing churn through ongoing engagement and demonstrating continuous value.
- Regularly track and assess client health, using data and insights to identify risks and opportunities for deeper engagement and growth.
- Develop and execute client success plans that align with client goals and foster long-term partnerships, driving retention and growth within assigned accounts.
- Monitor key success metrics such as adoption rates, client satisfaction scores (NPS/CSAT), and revenue growth. Regularly report progress and outcomes to both clients and internal stakeholders.
- Act as a trusted advisor and advocate for the client, ensuring any issues or concerns are addressed swiftly and effectively, coordinating with internal teams as necessary.
- Work closely with Sales, Product, Marketing, and Support teams to ensure a seamless client experience and identify opportunities for improvement or innovation in the client journey.
Requirements
- Bachelor's degree in business or equivalent experience. Master’s degree preferred but not required.
- 10 - 12+ years' related industry experience in consulting, sales, or other applicable area(s).
- Prior Health Insurance experience preferred.
- Demonstrated ability to handle high pressure situations, complex scenarios, and large clients.
- Proven ability to think creatively about how to solve problems with available resources.
- Strong negotiation, analytical, verbal, written, and in-person presentation skills.
- Proficient PC skills, including MS Office Suite.
- Experience with CRM software, Salesforce experience preferred.
- Experience with creating and maintaining account hygiene and overall management in CRM software.
- Travel required as needed – cyclical depending on client needs.
Benefits
- Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
- 401(k) plan with up to 4% employer match and full vesting on day one.
- Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
- Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
- A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!
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