Sr Client Success Executive

Who we are

Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.

We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.

About the role

At Quantum Health, we don’t just manage accounts — we build strategic partnerships that transform how our clients deliver healthcare. We are seeking a Senior Client Success Executive (Sr CSE) who serves as a trusted, consultative partner to clients, confidently articulating the value of Quantum Health’s solutions while guiding executive stakeholders toward deeper investment and long-term impact. This individual combines strong relationship-building skills with the confidence to lead and manage client engagements, ensuring effective adoption, measurable outcomes, and sustained growth. The Sr CSE proactively aligns client goals with our solutions, fosters long-term satisfaction and retention, and collaborates cross-functionally to drive strategic success and account expansion.

The ideal candidate will have a background in upper-mid customer relationship management with demonstrated success exceeding expectations maintaining and growing their book. 

Location: This position is located at our Dublin, OH campus with hybrid flexibility or may work remotely anywhere in the United States of America.

What you’ll do (Essential Responsibilities)

Client Value Realization: Work closely with clients to understand their business objectives and ensure the company’s product or service delivers measurable value aligned with their goals.

Client Relationship Management: Serve as the primary point of contact for key accounts, managing day-to-day communications and ensuring strong relationships with client stakeholders at all levels.

Onboarding & Adoption: Lead clients through the onboarding process and drive product/service adoption by providing training, best practices, and ongoing support tailored to their specific needs.

Client Growth & Upselling: Identify opportunities for account growth, including upselling additional services, cross-selling complementary products, and recommending new solutions that enhance client success and increase revenue.

Retention & Renewal Management: Proactively manage client renewals, minimizing churn through ongoing engagement and demonstrating continuous value.

Client Health & Engagement Insights: Monitor client engagement, adoption trends, and business outcomes to anticipate needs, mitigate risks, and uncover opportunities for deeper partnership.

Strategic Account Planning: Develop and execute forward looking success plans that integrate new product offerings, support client transformation goals, and drive mutual growth.

Performance Metrics & Storytelling: Track key success indicators (adoption, engagement, satisfaction, value realization) and translate insights into clear, compelling narratives for clients and internal stakeholders.

Proactive Guidance & Support: Act as a strategic partner to clients, helping them navigate change, adopt new capabilities, and maximize value—not just resolving issues, but anticipating needs and guiding them toward success.

Cross Functional Collaboration: Work closely with Sales, Product, Marketing, and Consulting teams to ensure seamless delivery, consistent messaging, and strong alignment around new offerings and client transformation goals.

Voice of the Client (Strategic Feedback): Synthesize client insights to inform product evolution, enablement materials, and service enhancements—focusing on opportunities, emerging needs, and value driving improvements.

Internal Change Champion: Support organizational transformation by promoting adoption of new products internally, ensuring

All other duties as assigned.

What you’ll bring (Qualifications)

Education: Bachelor's degree in business or equivalent experience.

Proven experience in client success, account management, or customer experience, with a focus on driving client outcomes and revenue growth.

Strong relationship-building and communication skills, capable of working with a variety of client stakeholders, including executives.

Experience in managing complex client accounts and coordinating across multiple departments.

A results-driven mindset, with a focus on client retention, growth, and overall satisfaction.

Experience with Salesforce, CPQ and ServiceNow.

Analytical thinking and problem-solving skills to proactively address client challenges.

Proficient and well-versed with AI tools, such as ChatGPT and/or CoPilot.

Maintains rigorous Salesforce data integrity by continuously collecting, validating, and updating information while effectively juggling competing priorities in a dynamic environment. OR Owns information flow across teams, gathering and verifying details from multiple sources, keeping Salesforce current, and handling many parallel workstreams without losing momentum.

Manages end to end information tracking by collecting inputs from multiple sources and keeping Salesforce data current, complete, and audit ready.

Owns Salesforce data integrity by monitoring changes and updating records to reflect the most accurate and timely information.

Coordinates cross functional information flow and maintains up to date Salesforce records to support reporting, forecasting, and decision making.

Travel required as needed – cyclical depending on client needs.

A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us.

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