
Job Description
**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.Β
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 ...
The Real Dill βοΈ
Healthcare benefits are a huge expenditure for employers - some estimates show several thousands of dollars per full-time employee. Companies like Included Health have found a huge opportunity to allay some of these costs by offering care directly, and expanding into adjacent services for employers and employees. And, when you calculate how many employees the largest of employers cover (like one of their clients, Wal-Mart), that's a huge financial opportunity for both Included Health and the companies saving money on healthcare expenses for employees. (July 2024)
Jon Lee, PT, DPT, OCS, FAAOMPT, MBA
Pickle co-founder
About Included Health
Healthcare navigation & virtual care services for employers
MissionTo raise the standard of healthcare for everyone
Wow FactorIncludes Wal-Mart amongst its corporate clients
Company benefits
- π Health insurance
- π¦· Dental
- π Vision
- ποΈ Paid time off
Pickle is not affiliated with listed companies unless otherwise noted.
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