Client Success Manager

Company: Take Command

Position: Client Success Manager 

Compensation: $65,000-$75,000

Location: Dallas, TX

Keywords: health insurance, health care, account management, account executive, account manager, HealthTech, InsureTech, client success, customer success, customer success manager, csm

Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower our clients to be savvy healthcare consumers and have a transformative impact on the entire healthcare system.

Long story short - health insurance is usually a confusing, frustrating, and even emotional experience for people. We aim to fix that with a new model, great technology, and a superior user experience. We have made a great start, but we need your help to fully realize our long-term vision.

*Take Command is an equal opportunity employer! We celebrate diversity and are committed to creating an inclusive environment for all employees.

About the Client Success Manager

We’ve spent a lot of time learning about our customers - who they are and what is important to them. Now, as Take Command serves larger employers with more sophisticated needs and dynamic workforces, we are expanding our Client Success Management team. The Client Success Manager (CSM) will serve as the key point person and trusted advisor to our ICHRA clients while creating and implementing complex strategies that make change seamless for our clients. We are looking for someone with a proactive and positive personality with a desire to problem-solve, think strategically, and ensure our clients love Take Command and HRAs!

Primary Responsibilities: 

• Manage a set book of business aiming to establish a proactive and consultative relationship with your clients by driving value and owning retention
• Develop an understanding of our client’s goals and business objectives that align to our solution in order to help them achieve success
• Work cross functionally and advocate for product improvements with our internal teams
• Work with CS team members to track key account metrics in order to help develop strategies that provide our client’s a world class experience
• Act as a change manager for our largest clients, building trust with their key stakeholders, and implementing strategy that makes complex change seamless for our clients

Skills and Qualifications:

• 2+ years of experience in Client Success or a client facing role
• Strong communication skills
• Proactive and a strong ability to organize and plan effectively
• Patience and empathy
• Process and detail-oriented mindset
• Excellent written and verbal communication skills. We’re solving a complex problem, and it takes patience and the ability to explain complex ideas in simple, understandable ways to make our clients feel comfortable and confident.
• Experience in dealing directly with key decision makers
• Experience in Hubspot, PowerPoint and Excel

Working at Take Command

At Take Command, we’re excited to build a team and culture that reflects our values. We offer competitive pay, health benefits, and equity options to share with this position. We want you to be an owner along with us in revolutionizing healthcare.

• A generously funded ICHRA for medical, dental, and vision premiums and medical expenses. You get to use our own product and we think that’s so exciting and rare!
• Unlimited personal vacation in addition to regular company holidays.
• 401(k): 90-day eligibility for 2% match that vests immediately!
• Access to LinkedIn Learning
• We have two beautiful offices conveniently located at Holly Commons (Austin) and The Hill (Dallas). The kitchen is well stocked and we've designed both spaces to have lots of different areas to work--lounge on the couch or stand near your colleague at a kiosk desk.
• Paid parental leave for new parents
• Flexible on where you work – we'd like to see you around the office a few times a week, but you also have the ability to work from home

More About Us

We secured our Series A funding in 2021 and are thrilled to be able to expand our team. The health insurance industry needs some disruption and despite being a small startup, we’re the recognized industry leaders for the reimbursement model.

We’ve been featured in The New York Times, The Wall Street Journal, The Dallas Morning News, and other publications around Texas and are excited about our growth opportunities.

Take Command knows diversity and inclusion among our teammates is integral to our company’s success and growth. Our vision is to recruit, develop, and retain the best team from a diverse candidate pool.

This has mostly been about us, but we’d love to hear from you--we can’t wait to hear your story!