Teams at Wellthy

Serve as primary client contact for employer partners, managing a portfolio to drive satisfaction, retention, and expansion. Advocate client needs internally, lead renewals and upsell initiatives, mentor junior team members, coordinate cross-functional engagement programs, leverage data to report on KPIs, and support strategic product and client initiatives. Occasional travel (~15%) required.

Own full-cycle sales for small and mid-market prospects (under 1,000 employees): prospecting, discovery, demos, negotiations, and closing. Support partnerships, outreach campaigns, conference strategy, and collaborate with Marketing and Legal. Track pipeline and report metrics to the Chief Growth Officer.

Administer and mature Wellthy's Ironclad CLM, build playbooks and templates, develop Ironclad dashboards/reporting, perform first-pass review of high-frequency contracts, manage intake and triage, identify and drive process improvements, and support vendor management and policy work. Report to the General Counsel and collaborate cross-functionally to scale legal operations.