Location: This position may work remotely anywhere in the United States of America with significant business travel to and from prospect/client sites and/or the Quantum Health home office in Dublin, OH.
Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.
We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.
The Client Success Executive (CSE) is responsible for ensuring clients achieve maximum value from the company's products or services, fostering long-term client satisfaction, and driving client retention and growth. The CSE works closely with clients to understand their goals, ensure effective adoption, and identify opportunities for account expansion and business growth. This role involves day-to-day client management, proactive engagement to address client needs, and collaborating cross-functionally to drive success outcomes.
The ideal candidate will have a background in mid-scale customer relationship management with demonstrated success exceeding expectations maintaining and growing their book.
Essential Roles and Responsibilities (State the activities that are essential to job success; begin each statement with an active verb and end with some purpose; group like or similar activities under a common heading; assign percent of time spent for each group; percent of time spent must add up to 100%)
What you’ll do (Essential Responsibilities)
Client Growth & Upselling: Identify opportunities for account growth, including upselling additional services, cross-selling complementary products, and recommending new solutions that enhance client success and increase revenue.
