What are the responsibilities and job description for the Client Success Executive position at Embold Health?
Embold Health is on a mission to give every healthcare consumer in America access to actionable, objective physician performance analytics through an easy-to-use platform. We empower individuals to make confident decisions about the doctors they trust with their care—ultimately improving outcomes and reducing costs for employers, health plans, and patients alike.
As a Client Success Executive within our Client Success Team, you will own and manage a portfolio of Embold’s most strategic employer, health plan, and partner clients. You will serve as the primary relationship lead, responsible for delivering an exceptional client experience, driving adoption and engagement, and ensuring long-term client value and account growth.
You will collaborate closely with internal teams—including Product, Data & Insights, Marketing, and Sales—to deliver strategic recommendations, guide program success, and identify opportunities for expansion. Your work will be instrumental in supporting Embold’s growth by increasing retention, client satisfaction, and net revenue.
Key Responsibilities
- Strategic Account Ownership
Serve as the primary relationship owner for a portfolio of high-value clients. Develop deep understanding of each client’s goals, needs, and organizational structure. - Client Planning & Touchpoints
Create and execute comprehensive client success plans, including customized engagement models, monthly/quarterly touchpoints, and annual strategic reviews with defined success metrics. - Growth & Retention
Identify and support upsell, cross-sell, and renewal opportunities in collaboration with sales and executive leadership. Actively manage client satisfaction and retention metrics. - Business Reviews & Insights
Prepare and deliver quarterly and annual business reviews, highlighting performance, program outcomes, ROI, and strategic opportunities informed by Embold's data and analytics. - Cross-functional Partnership
Act as a client advocate across the organization, collaborating with Product, Data & Insights, and Marketing teams to relay feedback and help shape platform improvements and client-facing materials. - Operational Execution
Ensure high-quality execution of client programs by managing timelines, resolving escalations, and proactively identifying and mitigating risk. - Reporting & Health Monitoring
Monitor account health and key performance indicators (KPIs), including engagement metrics, adoption trends, satisfaction scores, and renewal status. Maintain accurate client records and forecasts in CRM systems. - Contract Renewals & Legal Coordination
Lead client renewals and support contract negotiations in partnership with Legal and Finance. - Go-to-Market Support
Collaborate with commercial leadership on strategic client pipeline development and tailored program design for prospective customers.
Minimum Qualifications
- Bachelor’s degree in Business, Healthcare Administration, or a related field; Master’s degree preferred
- 10 years of client success, account management, or consulting experience, preferably in healthcare or SaaS
- Proven track record managing complex, enterprise-level clients and driving measurable results
- Strong knowledge of the healthcare ecosystem (self-funded employers, health plans, partners) and healthcare technology solutions
- Demonstrated ability to deliver business reviews and consultative insights using client data
- Experience managing renewals and identifying account growth opportunities
- Exceptional interpersonal, communication, and presentation skills
- Proficiency with CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite
- Ability to thrive in a fast-paced, startup environment with evolving priorities
Desired Attributes
- Strategic thinker who anticipates client needs and proactively addresses them
- High emotional intelligence and ability to build trust with clients and cross-functional peers
- Comfortable managing ambiguity and competing priorities
- Data-literate with the ability to synthesize complex information into actionable recommendations
- Collaborative and team-oriented with a solutions-first mindset
Travel Requirement
- Ability to travel up to 25% for client meetings, conferences, and team events
Compensation & Benefits
- Base Salary: $150,000–$170,000, based on experience and qualifications
- Performance Bonus: Up to 8.5% of annual base salary, prorated based on start date
- Comprehensive medical, dental, and vision insurance
- 401(k)
- Company-paid life, AD&D, short-term and long-term disability insurance
- Generous PTO and flexible work arrangements
- Professional development support for education, certifications, and conferences
- A mission-driven, inclusive culture with strong values and a supportive team environment
Embold Health is proud to be an equal opportunity employer. We are committed to building an inclusive team that reflects the diverse communities we serve. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
Salary : $150,000 - $170,000
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