Transcarent
Sr.Specialist,CustomerSuccess
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr. Specialist, Customer Success at Transcarent. Skills: Client relationship management, Strategic consultation, Client retention. Manage complex portfolio of strategic clients. Serve as strategic point of contact”
What You'll Achieve.
Drive client satisfaction; Drive client retention; Drive client growth; Deliver exceptional customer experiences; Deliver business outcomes
What They're Looking For.
Must Have
Manage complex portfolio, Strategic point of contact, Lead full client lifecycle, Drive client outcomes, Optimize program utilization, Maintain high client satisfaction, Maintain high client retention, Advanced business acumen, Customer support skills, Work independently
Nice to Have
Experience with 2nd. MD clients
What You'll Do.
Manage complex portfolio of strategic clients
Serve as strategic point of contact
Drive client satisfaction
Drive client retention
Provide strategic consultation
Ensure operational excellence
Lead client lifecycle from onboarding
Lead client lifecycle through renewal
Manage client relationships
Manage health plan relationships
Manage strategic partnerships
Deliver exceptional customer experiences
Deliver business outcomes
Serve as trusted strategic advisor
Serve as primary advocate
Optimize program utilization
Identify growth opportunities
Support client success executive
Assist with strategic business reviews
Assist with quarterly health checks
Assist with annual renewal discussions
Monitor client communications
Flag potential concerns
Flag potential opportunities
Maintain positive relationships
Coordinate relationships between clients
Coordinate relationships with health plans
Coordinate relationships with insurance carriers
Coordinate relationships with strategic partners
Support program implementation
Support program communication
Ensure proper documentation
Ensure follow-up activities
How You'll Work.
Team & Collaboration
Client Success Executive; HR leaders; Key decision makers; Benefits administrators; Health plan partners; Insurance carriers; Strategic partnership organizations
Communication Scope
Strategic business reviews; Quarterly health checks; Annual renewal discussions
Full Job Description
About this role The Senior Client Success Specialist – 2nd.MD is responsible for independently managing a complex portfolio of strategic and enterprise client relationships within 2nd.MD's service line. This role serves as the strategic point of contact for assigned accounts, driving client satisfaction, retention, and growth through proactive relationship management, strategic consultation, and operational excellence. This individual will lead the full client lifecycle from onboarding through renewal while managing relationships with clients, health plans, and strategic partnerships to deliver exceptional customer experiences and business outcomes. The Senior Client Success Specialist manages a sophisticated portfolio of strategic and enterprise 2nd.MD clients, serving as their trusted strategic advisor and primary advocate within 2nd.MD. This individual is responsible for driving client outcomes, optimizing program utilization, identifying growth opportunities, and maintaining high levels of client satisfaction and retention. The role requires advanced business acumen, customer support skills, and the ability to work independently while managing complex relationships with clients, health plans, and strategic partnership organizations. A Day in the Life... Client Relationship Support • Support the Client Success Executive as the primary point of contact for an assigned portfolio of strategic and enterprise 2nd.MD clients • Assist with strategic business reviews, quarterly health checks, and annual renewal discussions with HR leaders and key stakeholders • Monitor client communications and flag potential risks, concerns, or opportunities to the Client Success Executive • Maintain positive relationships with key decision makers, HR leaders, benefits administrators, and health plan partners Multi-Stakeholder Coordination Support • Assist with coordination of relationships between clients, health plans, insurance carriers, and strategic partnership organizations • Supp
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