Client Success Executive

Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company.  Join our award winning team!

2025:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2024:

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

As part of Teleperformance in the US, we were also named #95 in the 2024 ‘Fortune 100 Best Companies to Work For®’ in the USA by Great Places to Work (GPTW®)

Client Success Executive – Elevate Experience, Deepen Value, Drive Strategic Growth - MUST BE LOCATED IN CALIFORNIA

At Health Advocate, we believe that trusted relationships and consistent value creation are the foundation of long-term client success. As a Client Success Executive, you’ll be responsible for driving deep, lasting impact across a portfolio of high-value clients. This is a role for a proactive relationship-builder and strategic thinker who thrives at the intersection of health advocacy, client engagement, and business growth.

Reporting to the Director of Client Success, you’ll serve as the key point of contact for a portfolio of current clients—owning the strategy, service delivery alignment, and expansion of each account. You’ll work cross-functionally with internal teams and leaders to ensure the long-term success, retention, and organic growth of your clients.

What You’ll Do: Your Core Outcomes

You will be accountable for driving industry-leading results by building and maintaining relationships that yield measurable client value and sustainable

revenue growth. You will own a client portfolio and guide each relationship to:

Client Satisfaction

Ensure clients fully realize the value of Health Advocate programs through improved utilization, employee engagement, and aligned health outcomes. Build trusted partnerships rooted in transparency and results.

Client Retention

Maintain high retention across your portfolio, including service line continuity, population coverage, and margin integrity. Anticipate risks and address issues before they become retention threats.

Client Revenue Growth

Strategically grow organic revenue by delivering insights, surfacing client needs, and aligning additional Health Advocate products and services to evolving priorities.

Key Focus Areas

Revenue Retention & Growth

Meet and exceed retention and growth targets by implementing proactive strategies that maximize client value. Identify gaps in utilization, satisfaction, or alignment, and address them with urgency and precision.

Client Leadership

Establish trusted, referenceable relationships. Recognize each client’s unique business needs, tailor messaging and engagement accordingly, and position Health Advocate as a strategic partner.

Ideation & Innovation

Use regular client dialogue to surface opportunities for service enhancements or new offerings. Translate client feedback into insights that inform cross-functional collaboration and product improvement.

Teamwork & Collaboration

Facilitate seamless transitions from Business Development to Client Success. Partner with Operations, Implementation, Client Care, and Centers of Excellence to ensure successful onboarding and holistic support throughout the client lifecycle.

Performance Optimization

Maintain high standards for client engagement. Conduct regular contact, lead face-to-face or virtual meetings, and meet KPI expectations, including early indicators for client health and retention risk.

What You Bring: Qualifications

Education

• Bachelor’s degree preferred; advanced degree a plus.

Required Experience

• Demonstrated success in account management, client success, customer service, or sales.
• Strong communication and interpersonal skills with the ability to build rapport and establish trust quickly.
• Familiarity with sales enablement platforms, data tools, and reporting methodologies.
• Self-directed, goal-oriented, and comfortable operating independently and collaboratively.
• Strong public speaking and presentation skills.
• Analytical mindset with the ability to translate insights into action.
• Willingness to travel for client meetings and industry events as needed.

Preferred Experience

• Familiarity with the health benefits ecosystem: brokers, consultants, payers, benefit managers, or healthcare service providers.
• Experience in sales and client management.

Mental and Physical Requirements

This is a remote-first role, with periodic travel expected to:

• Headquarters in Plymouth Meeting, PA
• Client and partner locations nationally

You should be comfortable with:

• Leading virtual meetings, phone calls, and client presentations
• Managing multiple initiatives simultaneously
• Maintaining sustained focus, endurance, and organizational clarity in a dynamic environment

Compensation & Benefits

• Base Salary: $80,000
• Benefits Package Includes:
  Medical, dental, vision, 401(k) with match, PTO, paid holidays, tuition assistance, wellness programs, and access to Health Advocate services.

Why Join Health Advocate?

We’re building more than client success—we’re building trust, innovation, and impact. At Health Advocate, you’ll join a mission-driven team that’s transforming the way organizations support their people. If you’re passionate about building relationships, expanding value, and driving measurable change, we’d love to meet you.

We offer a competitive compensation package, including a base salary, bonus, and benefits. This is an exciting opportunity to join a dynamic team and contribute to the growth of our business. If you have a passion for growth and the health & wellness services business, we would love to hear from you!

Please note that this job description is intended to provide a general overview of the position and does not include an exhaustive list of all responsibilities, skills, or qualifications associated with the role.

Company Overview

Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs. For 20 years, Health Advocate has provided expert support to help our members navigate the complexities of healthcare and achieve the best possible health and well-being. Our solutions leverage a unique combination of best-in-class, personalized support with powerful predictive data analytics and a proprietary technology platform to address nearly every clinical, administrative, wellness or behavioral health need. Whether facing common issues or an unprecedented challenge like COVID-19, our team of highly trained, compassionate experts work together to go above and beyond expectations, making healthcare easier for our members and ensuring they get the care they need.

Learn more

Health Advocate https://www.healthadvocate.com/site/

Facebook https://www.facebook.com/healthadvocateinc/

Video https://vimeo.com/386733264/eb447da080

Awards:

2025:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2024:

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2023:

• National Customer Service Association All-Stars Award: Service Organization of the Year.

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2022:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2021:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Silver Winner

• Stevie® Awards for Sales & Customer Service: Most Valuable Response by a Customer Service Team (COVID-19). Bronze Winner

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2020:

• National Customer Service Association All-Stars Award: Organizations of 100 or Greater, Runner-Up

• Communicator Award of Distinction: October 2019 Broker News

• MarCom Awards: Gold, COVID Staycation Ideas brochure

• MarCom Awards: Platinum, 2021 Well-being Calendar

• Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium category (Silver)

Physical Requirements:
This position is primarily on-site and requires the ability to move throughout the workplace to provide in-person counseling and wellness support. The role involves periods of sitting for one-on-one or group sessions, as well as standing or light movement during group activities, workshops, and team-building events. Essential physical functions include speaking, hearing, and manual dexterity for documenting case notes, navigating computer systems, and facilitating wellness interventions. Occasional lifting of light materials (up to 15 pounds) may be needed for wellness activities or event setup. Frequent use of a computer is required, including typing, mouse navigation, and viewing digital content. Visual acuity is necessary for reading client records, electronic documentation, and conducting virtual sessions when needed.

Mental and Cognitive Requirements:
The role requires strong emotional resilience, active listening, and the ability to assess and respond to sensitive mental health concerns. Counselors must exercise sound clinical judgment in crisis situations, maintain professional boundaries, and uphold confidentiality. The ability to develop therapeutic rapport, apply evidence-based interventions, and manage documentation with accuracy is essential. The role also requires facilitation skills for group sessions and the ability to consult with leadership.

Work Environment:
This position is fully on-site and embedded within the Trust and Safety operational environment. The counselor must be comfortable working in a dynamic and fast-paced setting that may include exposure to discussions of distressing content. The workspace includes a private, designated office for confidential counseling and group programming, with access to standard office equipment and secure data systems.

VEVRAA Federal Contractor requesting appropriate employment service delivery systems, such as state workforce agencies and local employment delivery systems, to provide priority referrals of protected veterans.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c)