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Customer Service
Client Success Manager
@Lantern
[Hiring] Client Success Manager @Lantern
Mar 27, 2025 - Lantern is hiring a remote Client Success Manager. 💸 Salary: unspecified. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The Client Success Manager (CSM) will be responsible for cultivating and maintaining strong relationships with a portfolio of Enterprise & Strategic market clients (10K employees), both existing and new, ensuring their success and satisfaction with our products and services.
- Act as a trusted advisor, working closely with clients and their brokers/consultants to understand their needs.
- Optimize engagement and maximize the value clients receive from our solutions.
- Develop and execute account plans, deliver business reviews, and drive overall client satisfaction.
- Ensure client retention, growth, and advocacy.
- Manage client and broker/consultant relationships throughout the client lifecycle, ensuring regular touchpoints and proactive feedback solicitation.
- Communicate clearly and concisely in both verbal and written formats.
- Manage client communication for engagement marketing initiatives, including open enrollment events, webinars, mailers, and case studies.
- Collaborate cross-functionally within a team environment.
- Ensure company and client objectives, expectations, and goals are met.
- Support Client Executives to maximize retention and identify churn risks, as well as upsell and expansion opportunities.
- Maintain accurate data input and hygiene in the client relationship management system for all assigned clients.
- Take appropriate and timely steps to resolve service issues.
Qualifications
- Bachelor's degree or equivalent.
- 5+ years of experience in client relationship and/or account management within the employee benefits, healthcare, or consulting industry, including at least one startup.
- Willingness to travel up to 20%.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint); Working knowledge of Salesforce; SharePoint experience a plus.
Requirements
- Excellent communication and presentation skills, with the ability to quickly establish rapport and build sustainable relationships.
- Exceptional project management skills, including goal identification, action step management, and accomplishment tracking.
- Independent and adaptable, thriving in a fast-paced environment.
- Strong problem-solving, judgment, and analytical skills.
- Ability to work under pressure and prioritize competing tasks and responsibilities.
- Ability to thrive in a matrixed organizational structure.
- Motivated team player with a positive, collaborative attitude.
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short & Long Term Disability
- Life Insurance
- 401k with company match
- Paid Time Off
- Paid Parental Leave
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 27, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
