Position title
Customer Success Team Leader (Broker)

Wellnecity is the platform for high performing health plans.  We help self-insured employers, advisors, and vendors achieve cost savings, better benefit utilization, and improved member outcomes. If you are passionate about data and improving the US healthcare system, help us rewrite the rules leveraging our proprietary Smart Hub.  The ideal candidate will thrive in a fast-paced entrepreneurial environment where your voice is expected to be heard.  This is someone who enjoys building strong relationships with broker clients and delivering tangible value.  Wellnecity offers unparalleled opportunities for personal development and career acceleration.

  • Grow and lead a diverse and high performing team of world-class customer success consultants
  • Assume revenue responsibility for clients with specific accountability for achieving renewal and expansion targets
  • Establish success plans that clarify customer objectives, map out maturity stages, and enable them to measure their progress against defined success criteria
  • Consult clients on how Wellnecity can help them achieve their objectives
  • Monitor daily program health and platform engagement to identify and mitigate program risks
  • Act as the primary point of escalation, and help oversee all Wellnecity services and resources post-sale
  • Champion customer needs internally and mobilize resources to resolve issues
  • Develop relationships with leaders within the customer’s organization and convert them into Wellnecity champions
  • Work with cross-functional counterparts in Sales, Product, and Technology to evolve and scale our service offerings, mature our industry-leading platform, and improve the overall customer experience
  • Communicate team impact and results to key stakeholders across Wellnecity
  • Develop a strong knowledge of the entire suite of Wellnecity solutions
  • Benefits Broker/Advisor account rep with 5+ years’ relevant experience (carrier/payer, TPA, etc.)
  • Bachelor’s degree with a concentration in commerce, business, health or a related field
  • Extensive experience managing self-funded, unbundled employer client accounts
  • Enjoy providing insight that reduces health plan spend and delivers improved health outcomes
  • Intellectual curiosity for learning and developing new skills in a dynamic environment
  • Ability to work autonomously, handle ambiguity, effectively manage-up and down, and welcome feedback
  • Excellent written and verbal communication skills with a strong insight synthesis skills and attention to detail
  • Project management experience
  • Intermediate to advanced Microsoft Office Skills, specifically Excel and Power Point
  • Charlotte, NC preferred; open to hybrid for the right candidate
  • Periodic travel for client and firm meetings (<25%)

Wellnecity is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, disability status, protected veteran status, or any other characteristic protected by law.

Job Location
Charlotte, North Carolina
Date posted
February 29, 2024
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