Client Success Executive

About This Opportunity As a Client Success Executive with Valenz, you will be responsible for managing and growing client relationships through regular engagement, strategic account planning, and solution‑based selling. You will lead client presentations, oversee proposals and renewals, and ensure seamless implementation of services. Acting as the primary point of contact, you will collaborate with internal teams to resolve issues, drive process improvements, and ensure compliance, all while delivering exceptional client experiences. Things You’ll Do Here Lead pre‑ and post‑sale presentations and coordinate regular client meetings to maintain strong relationships and ensure alignment on goals and services. Drive revenue growth through upselling, cross‑selling, and strategic account planning across assigned clients. Manage and track sales opportunities using the CRM system to ensure accurate pipeline visibility and follow‑up. Oversee client proposals, renewals, and implementations, ensuring timely and effective execution in collaboration with internal teams. Develop and maintain Strategic Account Plans that outline client goals, key initiatives, and growth opportunities. Serve as the primary client contact, ensuring timely communication, issue resolution, and overall satisfaction. Demonstrate strong knowledge of Vālenz products and services, effectively aligning solutions with client needs. Collaborate with internal teams to resolve client issues, improve service delivery, and streamline processes. Ensure compliance with company policies, procedures, and HIPAA standards in all client interactions. Partner with Operations, SMEs, and other departments to meet client requirements and strengthen relationships. What You’ll Bring to the Team 5+ years of experience in managing both internal and external relationships; knowledge of healthcare plan administration. Experience in healthcare plans, health insurance, or equivalent. Exceptional communication skills, both written and verbal, with strong presentation abilities in‑person and virtually. Proficiency in MS Office, especially in advanced Excel functions and PowerPoint. Ability to manage multiple client accounts, work under pressure, and consistently deliver exemplary customer service. A Plus if You Have Bachelor's degree in marketing or business administration. Self‑funded healthcare experience. Where You’ll Work This is a fully remote position, and we’ll provide all the necessary equipment. Work Environment: You’ll need a quiet workspace that is free from distractions. Technology: Reliable internet connection. Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company‑approved devices/software. Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA. Reasonable Accommodation Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties. Benefits Generously subsidized company‑sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book, and KISx Card. Spending account options: HSA, FSA, and DCFSA. 401K with company match and immediate vesting. Flexible working environment. Generous Paid Time Off to include vacation, sick leave, and paid holidays. Employee Assistance Program that includes professional counseling, referrals, and additional services. Paid maternity and paternity leave. Pet insurance. Employee discounts on phone plans, car rentals, and computers. Community giveback opportunities, including paid time off for philanthropic endeavors. Equal Employment Opportunity At Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics. #J-18808-Ljbffr Valenz