Client Success Consultant

Job description

**This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Success Consultant based in the United States.** Join a mission-driven team helping employers and health plans deliver personalized wellness and weight management solutions to their populations. As a Client Success Consultant, you will play a key role in supporting client retention, account growth, and the successful delivery of customer-focused initiatives. You will collaborate with Client Success Managers and cross-functional teams to develop marketing materials, prepare performance reports, and coordinate projects that demonstrate program value. Your work will help strengthen client relationships, improve operational efficiency, and ensure that account deliverables are accurate, timely, and impactful. This role offers the opportunity to contribute to a growing business at the intersection of healthcare, wellness, technology, and customer success. If you are highly organized, proactive, and comfortable managing multiple priorities in a fast-paced remote environment, this is an opportunity to make a meaningful contribution to better health outcomes. ### Accountabilities - **Support client growth and retention:** Partner with Client Success Managers to advance account objectives, respond to changing priorities, and provide operational support for strategic client relationships. - **Prepare client reporting and presentations:** Collect, organize, and analyze client program results to support high-quality quarterly business reviews, annual reviews, and other client-facing presentations. - **Develop customized marketing materials:** Create tailored marketing asset packages that help clients communicate wellness program offerings, encourage participation, and support their internal engagement strategies. - **Enhance reporting initiatives:** Collaborate with subject matter experts and data analytics teams to improve reporting processes, strengthen insights, and communicate program performance effectively. - **Coordinate cross-functional projects:** Work with sales, strategy, operations, marketing, and other internal stakeholders to coordinate deliverables and ensure smooth execution of client initiatives. - **Support client launches and relaunches:** Assist with onboarding activities, program launches, relaunches, and other initiatives that improve the client experience and encourage adoption. - **Facilitate issue resolution:** Coordinate with relevant internal teams to address client questions, resolve operational issues, and ensure timely follow-through on outstanding requests. - **Maintain accurate account information:** Ensure customer relationship management (CRM) records and account documentation remain complete, current, and reliable. - **Improve operational processes:** Document workflows, identify opportunities for greater efficiency, and contribute to consistent processes across the Client Success function. - **Manage priorities and deadlines:** Proactively coordinate schedules, logistics, and project deliverables while maintaining accuracy and clear communication in a fast-paced environment. ## Requirements: - **Education:** Bachelor's degree in a relevant field or an equivalent combination of education and experience. - **Professional experience:** One to three years of experience in marketing, sales, client success, project management, wellness, or a related field. - **Organizational skills:** Strong attention to detail and the ability to manage multiple projects, coordinate logistics, and meet deadlines in a dynamic work environment. - **Communication skills:** Excellent written and verbal communication skills, including the ability to prepare polished client-facing presentations, reports, and marketing materials. - **Project coordination:** Demonstrated ability to plan, prioritize, track deliverables, and coordinate activities across multiple stakeholders. - **Proactive approach:** A self-starter mindset with the ability to work independently, anticipate team needs, and contribute to business objectives with limited supervision. - **Collaboration and relationship building:** Ability to develop productive working relationships with internal teams and external partners while supporting shared client success goals. - **Process improvement:** Interest in documenting procedures, standardizing workflows, and identifying opportunities to improve operational efficiency. - **Technical proficiency:** Familiarity with Google Workspace and related productivity tools, including documents, spreadsheets, presentations, and collaborative project management applications. - **Preferred tools experience:** Exposure to HubSpot, Looker, Jira, or comparable CRM, reporting, and project management platforms. - **Adaptability:** Comfort working in a fast-paced, distributed team environment where priorities may change and responsiveness is essential. - **Client-focused mindset:** A commitment to delivering reliable support, producing accurate work, and helping teams demonstrate measurable value to customers. - **Availability:** Willingness to take on a temporary position scheduled to run through June 2027. ## Benefits: - **Competitive hourly compensation:** Base pay ranging from **$20 to $25 per hour**, depending on relevant skills, experience, and location. - **Remote work flexibility:** A remote position based in the United States, offering flexibility within a distributed team environment. - **Meaningful work:** Contribute to wellness and weight management programs designed to help individuals and populations build healthier habits. - **Cross-functional exposure:** Work closely with client success, marketing, sales, strategy, operations, and data analytics professionals. - **Professional development:** Gain practical experience in client relationship support, account reporting, project coordination, and business operations. - **Technology-driven environment:** Develop experience with digital wellness solutions, reporting tools, CRM platforms, and enterprise client engagement. - **Collaborative culture:** Join a team that values inclusion, communication, community, and shared success. - **Temporary assignment:** An opportunity to contribute to key client success initiatives through June 2027.