Employer Direct Healthcare Logo

Employer Direct Healthcare

Client Success Manager

Reposted 19 Days Ago
Easy Apply
Remote
Hiring Remotely in USA
Senior level
Easy Apply
Remote
Hiring Remotely in USA
Senior level
Manage a portfolio of clients and broker/consultant relationships to ensure adoption, satisfaction, retention, and expansion. Develop account plans, run business reviews, coordinate engagement marketing, maintain CRM data hygiene, resolve service issues, and collaborate cross-functionally to meet client and company goals.
The summary above was generated by AI
About Lantern

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. 

About You:

  • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. 
  • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.
  • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. 
  • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change.
  • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. 
  • You thrive in a Team Environment. Collaboration is key in innovation and creating change.

These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. 


If this sounds like you, we would love to connect to speak further about career opportunities at Lantern.

Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process.


The CSwill be responsible for cultivating and maintaining strong relationships with a portfolio of clients, both existing and new, ensuring successful day‑to‑day delivery and long‑term value from our products and services. This is a highly hands‑on role that blends proactive planning with daily execution, requiring strong follow‑through, attention to detail, and ownership of client needs. 

You will manage timelines, coordinate deliverables across internal teams, resolve issues as they arise, and ensure commitments are met. In parallel, you will work closely with clients and their brokers/consultants as a trusted advisor, using data and insights to identify trends, improve engagement, and drive better outcomes. 

You will develop and execute account plans, deliver business reviews, support client escalations, and drive customer satisfaction, retention, and growth. This role is best suited for someone who thrives in both tactical execution and proactive problem‑solving — someone who enjoys owning details, managing workflows, and driving outcomes, while also thinking ahead to anticipate client needs and prevent issues before they arise. 

Responsibilities:   

  • Manage client and broker/consultant relationships throughout the client lifecycle, ensuring regular touchpoints and proactive feedback solicitation to ensure client satisfaction 
  • Communicate clearly and concisely in both verbal and written formats, demonstrating strong time management, prioritization skills and empathy towards clients
  • Manage client communication for engagement marketing initiatives, including open enrollment events, webinars, mailers, ad-hoc marketing requests and case studies.
  • Serve as the product expert and specialty care advocate by guiding clients through features, use cases, and issue resolution while reinforcing best practices for adoption.
  • Collaborate cross-functionally within a team environment, ensuring seamless coordination, clear communication, and alignment across departments. 
  • Ensure company and client objectives are met by owning execution of agreed‑upon action items, maintaining alignment across stakeholders, and following through on commitments.
  • Partner with Client Executives to maximize retention and identify churn risks, as well as upsell and expansion opportunities.
  • Maintain accurate data input and hygiene in the customer relationship management system for all assigned clients.
  • Own service issue resolution end‑to‑end by investigating root causes, documenting findings, coordinating solutions across teams, and implementing improvements to prevent recurrence.
  • Operate effectively in a high-volume environment, balancing proactive planning with frequent client requests, follow-ups and shifting priorities 

Requirements:   

  • Bachelor's degree or equivalent experience.
  • 5+ years of experience of client relationship and/or account management experience within the employee benefits, healthcare, or consulting industry, including at least one startup
  • Willingness to travel up to 20%-25%.
  • Experience using Salesforce and SharePoint, Data Integration knowledge, and a background in Health Plan, TPA, Insurance, and/or benefits  

Strong Candidates will have:   

  • Excellent communication and presentation skills, with the ability to quickly establish rapport and build sustainable relationships.
  • Exceptional project management skills, including clear goal identification, effective action‑step management, and ongoing tracking of accomplishments and opportunities
  • Excellent time and task management while maintaining a solution‑oriented mindset to deliver accurate, intentional, and timely outcomes for clients.
  • A demonstrated ability to execute against plans — not just create them — with strong follow‑through and accountability.
  • Comfort being “in the weeds” while still maintaining a forward‑looking, proactive mindset.
  • Independent and adaptable, thriving in a fast-paced environment.
  • Strong problem-solving, judgment, and analytical skills.
  • Ability to work under pressure and prioritize competing tasks and responsibilities.
  • Ability to thrive in a matrixed organizational structure.
  • Demonstrates a natural, proactive, and preemptive approach to anticipating client needs, both internally and externally. 

Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Top Skills

Excel
MS Office
Microsoft Powerpoint
Microsoft Word
Salesforce
Sharepoint

Similar Jobs

Yesterday
Remote or Hybrid
United States
80K-115K Annually
Entry level
80K-115K Annually
Entry level
HR Tech • Information Technology • Professional Services • Sales • Software
The Customer Success Manager will manage client accounts, drive user adoption, act as an advisor, and meet retention KPIs. Responsibilities include relationship building and strategic planning to mitigate churn and promote client success.
Top Skills: AsanaChurnzeroSalesforce
3 Days Ago
Easy Apply
Remote
USA
Easy Apply
Senior level
Senior level
Artificial Intelligence • Healthtech • Information Technology • Software • Conversational AI • Generative AI • Automation
The Strategic Customer Success Manager will manage relationships with key healthcare clients, drive retention and expansion, offer strategic insights, and collaborate cross-functionally to enhance customer satisfaction and company growth.
Top Skills: Ai TechnologyAthenaCernerChange HealthcareCRMEpicHealthcare Technology PlatformsWaystar
5 Days Ago
Remote
United States
125K-150K Annually
Mid level
125K-150K Annually
Mid level
Software • Defense
The Customer Success Manager supports military customers by leading demos and trainings, facilitating engagements, and documenting needs to improve the simulation platform's impact during training exercises.
Top Skills: Ai-Powered SoftwareCustomer EngagementMilitary ModelingSimulation Technology

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account