Senior Team Lead, Client Success
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Lead a Client Success pod at Pivotal Health, enhancing reimbursement processes for healthcare providers. Manage a team while engaging with strategic healthcare clients.
Responsibilities:
- Own a Client Success pod: Lead a team of CSMs and drive performance across a defined portfolio of accounts; retention, expansion and overall client health.
- Act as an escalation point: Step into complex client situations and ensure issues are resolved quickly and effectively.
- Own the voice of the customer: Synthesize feedback, patterns, and friction points across your accounts and translate that into clear insights for Product, Operations, and Sales.
- Manage and develop a team: Coach CSMs on account ownership, communication, and execution, helping the team operate with greater independence and confidence.
- Build and scale how we operate: Develop playbooks, glossaries, and shared frameworks so the team isn’t reinventing the wheel — creating consistency across how we manage and grow accounts.
- Drive account growth and engagement: Lead strategic account planning, QBRs, and ongoing engagement across your portfolio while partnering closely with Sales to identify and advance expansion opportunities.
- Drive consistency: Define what “good” looks like across account management, communication, and follow-through — and ensure the team operates against it.
- Own portfolio strategy: Ensure account coverage, prioritization, and focus align to account size, complexity, and growth opportunity.
- Influence the business: Work closely with Sales, Product, and Operations to ensure customer needs are reflected in how we build and deliver.
Requirements:
- 5–10+ years of experience in Client Success, Account Management, or a related function
- 2+ years of people management experience
- Experience managing complex or strategic accounts, ideally within healthcare (RCM, payer/provider, or health systems strongly preferred)
- Strong understanding of retention, expansion, and managing a book of business
- Proven ability to operate in a player/coach capacity and stay close to the work
- Experience acting as an escalation point for clients and internal stakeholders
- Strong executive presence; clear, concise, and confident in how you communicate
- Comfortable working with data, reporting, and account-level analytics
- Highly organized with strong operational discipline (CRM, workflows, forecasting)
- Comfortable operating in a fast-moving environment where priorities shift and ownership is expected.
Benefits:
- Competitive compensation, including equity
- Full health, dental, and vision coverage
- Retirement savings plan through 401(k)
- Flexible time off
- Opportunities for company-wide connection and events
Similar Jobs
Customer Success Manager
Customer Success Manager responsible for onboarding and customer success in a U.S.-based EV charging company. Collaborating with teams to ensure smooth transitions and operational efficiency.
Customer Success Manager
Customer Success Manager for U.S.-based EV charging infrastructure company. Managing customer onboarding, support operations, and ensuring long-term account success for enterprise clients.
Customer Success Manager
Customer Success Manager supporting post-sales operations and client onboarding in EV infrastructure company. Ensuring smooth transitions from signed contracts to successful charger activation.
Customer Success Manager – Chiropractic
Customer Success Manager ensuring positive patient experiences and care plan coordination for chiropractic practice. Supporting patients and helping optimize their care journey through empathy and effective communication.
Director, Customer Success – Delivery
Director of Customer Success & Delivery ensuring operational performance and client relationships for ReSource Pro. Leading high-quality, scalable delivery operations across diverse teams.
Customer Success Specialist – Healthcare AI
Customer Success Specialist focusing on AI output review and quality control for a healthcare AI company. Ensuring high standards in communication and operational effectiveness in a remote environment.
Customer Engagement Specialist
Customer Engagement Specialist managing software compliance and anti-piracy initiatives for global providers in LATAM. Engaging in negotiations and maintaining data integrity across case management.
FCRM Model Risk Governance Strategy
Data Scientist III providing technical leadership in Analytics at TD Bank. Developing and governing AML/CTF models and liaising with stakeholders to ensure compliance.
Vice President, Customer Success
Vice President of Customer Success at Bettercomp leading strategy and operational execution for customer experience. Driving retention and expansion across a global customer base in a B2B SaaS environment.
Director of Partner Success
Director of Partner Success at The Suite managing partner relationships and leading a Senior Partner Success team. Focused on delivering exceptional partner experiences through strategic growth and AI enhancements.
Senior Partner Success Manager
Coordinate and manage the CTM Partner Program overseeing a global portfolio of partners. Drive partner value and operational excellence while aligning with CTM’s business strategies.
Senior Customer Success Manager
Senior Customer Success Manager managing enterprise accounts for TELUS Health. Driving strategic governance and upselling within high-stakes relationships to ensure maximum value realization.
Global Delivery Customer Engagement Manager – GCC Africa
Manager in Global Delivery Customer Engagement focusing on client projects and understanding batch products for enhanced service delivery. Collaborating with teams and managing customer strategies within South Africa.
Senior Customer Success Manager
Senior Customer Success Manager at QuotaPath leading onboarding for large customers. Collaborating with sales and operations to enhance customer experience and drive results.
IT Customer Success Manager, UK, English-speaking countries
IT Customer Success Manager responsible for onboarding and supporting customers across the UK and English-speaking countries. Managing multiple projects and ensuring customer satisfaction with a focus on technical solutions.
Customer Success Manager
Customer Success Manager at Adelaide managing client relationships and delivering insights through measurement solutions. A remote opportunity focusing on digital media and advertising support.
HubSpot CRM Administrator
HubSpot CRM Administrator managing HubSpot for a national renovation contractor. Focused on system management, data integrity, reporting, and end-user training in a fully remote setup.
Senior Customer Success Manager
Senior Customer Success Manager advising clients on maximizing value of HPE solutions through strategic account management. Supporting onboarding and customer engagement for successful digital transformations.
Customer Success Associate
Customer Success Associate specializing in insurance services for Hourly, Inc. Providing support to clients and ensuring satisfaction with software products.
Customer Success Manager
Customer Success Manager ensuring clients achieve outcomes in clinical trials for Mural Health. Serving as trusted advisor, driving solutions and collaborating cross-functionally.