Client Success Manager

The Client Success Manager is responsible for the day-to-day relationship/account management for assigned clients in an effort to retain customers and ensure a great client experience when engaging with EagleOne CMS.

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Essential Duties and Responsibilities:

• Supports the National Executive, Strategic Partnerships and is an extension of the National Executive, Strategic Partnerships
• Cultivates relationships: Responsible for creating positive client experiences, building long term client relationships and delivering high quality service

· Onboarding/implementation: Participates and leads strategic program discussions with new clients during the implementation meetings. Successfully transitions and on boards new clients from sales team to EagleOne medical/operations team and disseminates information to EagleOne finance and support/admin teams.

· Maintains and manages account/client and opportunities in EagleOne’s EagleEye system

· Handles day-to-day client requests: Ensure all requests are addressed promptly, effectively and documented.

· Client retention: Responsible for the day-to-day account management for an assigned book of business. Provides the highest caliber of service to fulfill client needs.

• Annual Stewardship meeting participation and preparation, as requested
• Data Analysis: analyze metrics and Key Performance Indicators, as requested
• Identifies upsell opportunities: Works closely with National Executive, Strategic Partnerships on opportunities
• Prepares PowerPoint Presentations, as requested.

· Other duties as assigned

Required:

• 2–7 years of account management experience in a TPA, workers’ compensation, managed care, insurance broker or related WC services environment

• Demonstrated experience managing 15+ client accounts simultaneously

• Strong understanding of workers’ compensation programs, employer-sponsored risk management, and/or managed care services

• Experience coordinating with vendors and internal operations teams

• Excellent written and verbal communication skills with the ability to produce professional documentation (agendas, meeting summaries, status reports)

• Comfortable leading client-facing meetings independently and representing the company with credibility

• Proficiency with Microsoft Office (PowerPoint, Word, Excel) and CRM tools

• Excellent verbal and written communication skills
• Excellent customer service
• Excellent time management

EagleOne’s Core Values drive our customer service and team collaboration:

Collaboration — We work across teams and partners to deliver seamless client experiences
 

Respect — We communicate professionally and build trust in every interaction

Commitment to Excellence — We hold a high standard for service, follow-through, and execution

Do the Right Thing — We act with integrity and accountability

Driven to Improve — We seek continuous improvement in ourselves, our processes, and client outcomes

Salary Range 65,000 +