Client Success Associate, Transcarent

$70-80k

All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options

Tableau

Excel

Salesforce

Confluence

Mid and Senior level

Remote from US

More information about location

Consumer-directed health and care experience

Be an early applicant

Consumer-directed health and care experience

201-500 employees

HealthcareB2CB2BPersonal healthMobileMedTech

Be an early applicant

$70-80k

All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options

Tableau

Excel

Salesforce

Confluence

Mid and Senior level

Remote from US

More information about location

201-500 employees

HealthcareB2CB2BPersonal healthMobileMedTech

Company mission

To put people in charge of their health and care.

Job

Company

Role

Who you are

This role requires strong strategic thinking, problem-solving abilities, and excellent communication skills to support both client growth and business success
3+ years of experience in Client Success, Account Management, or a related role in healthcare, digital health, SaaS, or other technology-driven industries
Proven track record of achieving client retention and revenue growth
Self-starter capable of working independently and organizing workflow to meet changing priorities, teams and deadlines
Highly curious and willing to stretch, learn, develop and (at times) be uncomfortable
Process-focused approach, with strong problem-solving skills and keen attention to detail
Hands-on experience with Salesforce, Excel (intermediate+), PowerPoint, Tableau, and Confluence
Bachelor’s degree in business, healthcare administration, or a related field
Experience in managing renewals and upsells within a SaaS or healthcare organization is a plus

What the job involves

As an Client Success Associate, you will be responsible for leading and managing a small SBM portfolio of clients with varying Transcarent solutions and levels of complexity
You will work closely with internal teams to ensure a seamless client experience, drive retention, and expand client relationships
Agile and flexible in working cross-functionally in a fast-paced, evolving environment
Serve as the primary point of contact for clients, ensuring strong relationship management at multiple levels
Strong client management and relationship-building abilities with a proactive, consultative approach
Partner with Account Executives to align client goals, retention strategies, and expansion opportunities
Drive client satisfaction and loyalty, measured by survey results, retention rates, and revenue growth
Proactive approach to derisk and maintain strong account health across
Lead client renewal and upsell processes to expand revenue opportunities
Exceptional communication and presentation skills, both verbal and written
Problem-solving mindset with a process-driven approach to managing complex client needs
Ability to prioritize multiple deliverables while meeting deadlines and maintaining high-quality work
Serve as secondary support for large market clients aligned to an Account Executive
Use Tableau to analyze client data, utilization trends, and extract actionable insights to drive decision-making
Keep all client records updated using Salesforce and internal knowledge-sharing platforms such as Confluence
Work closely with the marketing team to execute client engagement campaigns and drive adoption
Detail-oriented with excellent organizational and project management capabilities
Identify and implement process improvements to enhance operational efficiencies and client outcomes
Manage escalations by proactively addressing client concerns and providing data-driven solutions
Stay informed on industry trends, company offerings, and competitive landscape to provide strategic insights

Our take

More than 60% of US workers who receive health insurance are enrolled into an employer-funded/managed self-insured plan. While such plans can reduce premiums for employers, this typically comes at the cost of quality and increased friction, as opposed to self-insuring through a traditional insurance company.

Transcarent has built a unified digital platform that allows insured patients to access several different healthcare services via a single tool - including consultations, ordering and renewing medications, and chatting with medical practitioners. Speed is a key cornerstone of its approach: so far, the company has been able to connect patients with practitioners in 60 seconds on average.

The business has grown steadily, merging with BridgeHealth and partnering with Walmart, and now serves over a million members across the US. With a substantial amount of funding, Transcarent has entered the world of healthcare Unicorns.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Led by a woman

Top investors

47% employee growth in 12 months

Glassdoor (3.1)

Company

Funding (last 2 of 4 rounds)

May 2024

$126m

SERIES D

Jan 2022

$200m

SERIES C

Total funding: $424m

Company HQ

South Park, San Francisco, CA

Leadership

Glen Tullman

(CEO)

Former CEO at Enterprise Systems, Allscripts and Livongo and Founder & Managing Partner at 7wireVentures for 7 years.

Snezana Mahon

(COO, not founder)

Qualified pharmacist with experience as a Vice President at Evenorth and Express Scripts prior to being made COO for Transcarent.

Praful Kaul

(CTO, not founder)

An electrical engineering, computer science and MBA graduate, they have extensive experience in software engineering prior to becoming CTO for Transcarent.

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