Customer Success Executive

Title: Customer Success Executive 

Department: Customer Success 
About the Role: 

The Customer Success Executive (CSE) is someone with entrepreneurial ambition and a passion for health and social care. This role is for a senior-level individual contributor responsible for ensuring customers and community-based organizations achieve their business objectives with Unite Us. We are looking for an expert, strategic thinker, and inspiring presenter with a knack for building trust and buy-in with deep knowledge and experience in the social services and healthcare space. This is a strategic role where building relationships with executive stakeholders, understanding customer objectives, and the ability to analyze and communicate success metrics are vital. There is an expectation to always be able to translate customer data into meaningful data narratives that further drive clients’ program goals.

What You'll Do:

• Manage, grow, and retain a book of business for assigned complex, high-value strategic accounts 
• Ensure excellent customer satisfaction, user adoption, engagement, and retention
• Be an expert in Unite Us products and services and educate customers on Unite Us technology solutions 
• Build and maintain strong, long-lasting customer and community partner relationships with large and priority stakeholders, including end-to-end engagement
• Independently act as the customer’s escalation point for business-critical issues, ensuring follow-up and resolution; while leaning into CS and cross-team leadership for support
• Create and execute engagement strategies based on customer needs and the network growth and development strategy
• Develop and iterate on joint success plans for customers that outline their key objectives and success metrics; identify critical risks and solutions to ensure long-term partnership success
• Run Quarterly Business Reviews for all accounts in your book of business
• Have deep knowledge of client budget and procurement cycles to reduce the risk of churn and drive retention
• Deliver best practices for data-driven process workflows based on specific use cases, evolving industry standards, and understanding related tools.
• Be a subject matter expert that colleagues can consistently rely to help problem solve
• Analyze data to provide deeper insights and understanding of customer operations and network performance, including opportunities for improvement and areas of strength.
• Turn data insights into tactical interventions that drive platform utilization, network health, and value for customers and community partners working cross-functionally.
• Solicit and synthesize feedback regularly to serve as the voice of the customer and community within Unite Us
• Lead process development and improvement initiatives to support customers and communities

You’re a great fit for this role if:

• 7+ years of professional work experience suggested
• 5+ years of customer success, account management, or directly related work experience preferred
• Demonstrated experience in managing a book of business and complex, high-value accounts
• Experience creating and sustaining large, complex  strategic partnerships
• Demonstrated success with renewals and retention opportunities
• Medicare: 1 year of experience with Medicare Programs

Our Mission:

Unite Us’ mission is to unlock the potential of every community. Our co-founders started Unite Us in 2013 to serve the people they served with. They witnessed firsthand the barriers and inefficiencies in trying to navigate health and social services, and set out to improve that experience for veterans and their families. Unite Us quickly expanded to serving all people who need connections to care across our country. Through Unite Us’ national network and software, community-based organizations, government agencies, and healthcare organizations are all connected to better collaborate to meet the needs of the individuals in their communities. We drive the collaboration to predict, deliver, and pay for services that impact whole-person health. If you want to do well and do good, join Unite Us.

Environmental Job Requirements and Working Conditions:

• This position is remote, U.S. based. 
• The target pay range for this role is: $110,000-$120,000.  This salary range represents our target hiring range for this role. The proposed salary will be dependent on the candidate's skills, experience, and competencies, as well as location.
• All team members will be required to pass a background check which includes criminal, employment, and education verification 

Benefits provided by Unite Us:

Medical, Dental, and Vision

We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.

Wellness

Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.

Flexible Time Off

Take what you need, including volunteer days and mental health days. We also offer 14 paid, company-wide holidays.
Paid Parental Leave

Adoptive parents are included.

Employee Resource Groups

Choose to join any of our ERGs, which celebrate and support a diverse and inclusive workplace. 

Spending Accounts

We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits.

401(k) + Employer Match

Enjoy matching, immediate vesting and financial wellness resources

Additional Benefits

Life and AD&D - a company paid benefit, with the option to purchase additional coverage for yourself and your dependents

Disability Coverage

Accident Insurance

Pet Insurance

As part of this work at home job, we will provide you with all the necessary equipment to perform your duties, including a computer, mouse, keyboard as well as other items on our approved list of WFH supplies.

Unite Us is committed to building a diverse team and fostering an inclusive culture, and is proud to be an equal opportunity employer. We embrace and encourage our employees' differences in race, religion, color, national origin, gender, family status, sexual orientation, gender identity, gender expression, age, veteran status, disability, pregnancy, medical conditions, and other characteristics. If you require assistance in applying for open positions due to a disability please email us at [email protected] to request an accommodation.

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