Client Executive

About the Company

Softheon builds software that simplifies the process of choosing the right health insurance for individuals. Our solutions help health plan and government customers with administration, reporting, and operational requirements.

Responsibilities

• Serve as the primary point of contact for clients, managing meetings and prioritizing concerns, tickets, and enhancement requests
• Communicate ticket statuses to clients and manage expectations regarding resolution timelines
• Identify trends in client-reported issues and collaborate with internal teams for process improvements
• Maintain visibility into the internal ticketing system and triage tickets to appropriate teams
• Ensure timely escalation of complex issues to the Operations team
• Participate in monthly Executive Steering Committee presentations with client leadership
• Collaborate with the Talent team on hiring and recruitment processes
• Provide guidance and mentorship to team members

Requirements

• Bachelor's degree
• 2-4 years of experience in account management or a client-facing role
• Experience in operations is highly desired
• Healthcare or technology experience is preferred
• Lean Six Sigma Green Belt certification (or must obtain within 90 days)
• Advanced knowledge of MS Excel and MS Word
• Ability to work ET hours (9am-6pm ET)
• Must reside in the Eastern or Central time zone
• Availability for on-call duty during peak periods and up to 10% travel

Preferred Qualifications

• CRM experience

Benefits

• Base pay of $60,000-$70,000 plus equity and variable compensation
• One-time home office stipend
• Comprehensive health, vision, and dental coverage
• Monthly wellness and internet stipends
• 401K with immediate vesting and match
• 15 days discretionary PTO plus 9 paid holidays