About the role:

The Client Success Portfolio Manager is responsible for supporting the retention and growth of a large portfolio of complex clients to achieve business outcomes. The Client Success Portfolio Manager reports to the AVP, Client Success, and provides support for special projects and program management of key Client Success activities. They are solution focused and adept at finding efficiencies to help the team scale. They are an expert in Client Success best practices as well as Included Health offerings.

Responsibilities:

Accountable for supporting a portfolio of large complex accounts.
Leads special projects to improve effectiveness of Client Success team, internal cross-functional partners, and client and member experience.
Develops project plans, proposals, and reports on progress
Builds and delivers regular reports and presentations.
Works collaboratively with the AVP and Directors, Client Success to progress retention and upsell initiatives.
Supports team in completing client documentation and follow-ups, works cross functionally to progress client deliverables
Builds materials and generates insights to support client meetings, including business reviews, strategy sessions, etc..
At times may be responsible for managing clients directly to provide support to the Client Success team.

Qualifications:

B2B Healthcare: 5+ years experience working with Fortune 500 clients with expertise in benefits and healthcare.
Communication: Exceptional written and verbal communication skills. Exceptional presentation skills. Able to articulate a compelling value proposition, deliver insights, and manage difficult conversations. Executive presence, ability to consult with and influence executives
Results: Ability to work cross-functionally to deliver results
Accountable: Take personal accountability for decisions, actions, and processes needed to support long term client relationships
Data Driven: Analyze and interpret data deriving insights that support value delivery for clients
Change Agent: Ability to work autonomously in a fully remote, fast paced, rapidly changing environment, with a high degree of ambiguity serving as a champion of change.
Passion: Driven by Included Health’s mission of raising the standard of health care for everyone.
Growth Mindset: Solution focused, curious, lifelong learner, optimistic problem solver.
Travel: Ability to travel up to 25%.

Physical/Cognitive Requirements:

Prompt and regular attendance at assigned work location.
Ability to remain seated in a stationary position for prolonged periods.
Requires eye-hand coordination and manual dexterity sufficient to operate keyboard, computer and other office-related equipment.
No heavy lifting is expected, though occasional exertion of about 20 lbs. of force (e.g., lifting a computer / laptop) may be required.
Ability to interact with leadership, employees, and members in an appropriate manner.

Compensation:

The United States new hire base salary target ranges for this full-time position are:

Zone A: $85,320 - $110,910 + equity + benefits
Zone B: $98,118 - $127,547 + equity + benefits
Zone C: $106,650 - $138,638 + equity + benefits
Zone D: $110,916 - $144,183 + equity + benefits

This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.

Starting base salary for the successful candidate will depend on several job-related factors, unique to each candidate, which may include, but not limited to, education; training; skill set; years and depth of experience; certifications and licensure; business needs; internal peer equity; organizational considerations; and alignment with geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and competitive compensation based on their roles and locations. Your Recruiter can share details of your geographic alignment upon inquiry.

In addition to earning a base salary, this role is eligible for a performance-based bonus. Details of the Annual Bonus Plan, including performance metrics, target incentives, and potential earnings, will be discussed during the interview process.

In addition to earning a base salary, this role is eligible for commission based on work performance and sales achievements. Details of the Commission Structure, including rates, targets, and potential earnings, will be discussed during the interview process.

In addition to receiving a competitive base salary, the compensation package may include, depending on the role, the following:

Remote-first culture
401(k) savings plan through Fidelity
Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
Full suite of Included Health telemedicine (e.g. behavioral health, urgent care, etc.) and health care navigation products and services offered at no cost for employees and dependents
Generous Paid Time Off ("PTO") and Discretionary Time Off (“DTO")
12 weeks of 100% Paid Parental leave
Family Building Benefit with fertility coverage and up to $25,000 for Surrogacy & Adoption financial assistance
Compassionate Leave (paid leave for employees who experience a failed pregnancy, surrogacy, adoption or fertility treatment)
11 Holidays Paid with one Floating Paid Holiday
Work-From-Home reimbursement to support team collaboration and effective home office work
24 hours of Paid Volunteer Time Off (“VTO”) Per Year to Volunteer with Charitable Organizations

Your recruiter will share more about the specific salary range and benefits package for your role during the hiring process.