Our Client Strategy team is looking for a highly motivated Senior Client Success Manager (CSM) to own a portfolio of strategic, enterprise clients to drive business results from point of sale through renewal. The Sr CSM will proactively interact with clients and execute a Pelago program strategy integrated with their broader benefit offerings. We are looking for a very experienced CSM with demonstrated success in building and maintaining healthy client relationships to drive strong program adoption, client/member retention, expansion, and advocacy.
Responsibilities:
Deliver Client Value
- Establish and maintain highly effective relationships with key stakeholders, senior executives, and decision makers across enterprise clients
- Develop fluent understanding of Pelago programs, implementation processes, growth marketing approach and clinical operations
- Provide consultative recommendations to increase member engagement, enhance program results, and optimize overall client satisfaction
- Consistently manage client expectations
- Prepare and deliver metrics based on each client’s goals in a consumable format that delivers actionable insights (regular meetings, business reviews, ROI)
- Identify client challenges and risk areas, develop solutions, and execute proactively to avoid churn
- Develop fluency in Pelago's AI-enabled care model, including how AI-driven clinical tools and member engagement features work, and translate that into plain-language narratives for employer buyers and benefits teams.
- Convert “model” clients into Pelago advocates, leveraging their success for references, case studies, blogs, etc
- Ensure clients and their members are utilizing key product features to maximize success
- Prepare, execute and participate in special events held for or hosted by clients
Increase Revenue
- Manage the end-to-end renewal process for assigned client portfolio
- Identify and secure expansion opportunities with each client, including cross-sell into Pelago's broader solution portfolio as new program offerings become available
- Partner with sales to drive alignment for client renewals and expansions
- Communicate internally potential risks that would threaten renewals
Lead Cross-functionally
- Manage client issues/escalations by collaborating with internal teams such as Client Implementation, Clinical Operations, Product, and Sales, as needed
- Work cross-functionality with teams such as Product, Marketing, Engineering and Executive teams to ensure client/market feedback is shared for ongoing improvements
- Partner with Growth Marketing to develop member promotional strategies and toolkits that will increase member engagement, enhance program results, and optimize overall client satisfaction
The background we’re looking for:
- 7+ years of experience working in Client Success or Account Management at a digital health, healthcare, wellness, benefits or SaaS company
- Experience working on strategic, enterprise accounts and working closely with C-level / SVP-level executives
- Comfort operating in an AI-enabled product environment; able to explain how AI features support (rather than replace) clinical care in conversations with employer stakeholders
- An excellent communicator with an entrepreneurial mindset
- Exceptional attention to detail, relationship building and problem-solving skills
- Demonstrated, measurable success running client renewal and expansion efforts
- Strong presentation and storytelling skills, which will be evaluated during the recruiting process
- Strong interpersonal, relationship-building and listening skills, with a natural, effective consultative style
- The flexibility and agility to work cross-functionally in a fast-paced environment
- The ability to influence change and bring enthusiasm and excitement to the workplace
- A passion for the Pelago mission’s to break down barriers to substance use care that works, giving everyone access to substance use support.
The provided range reflects our US target salary range for this full-time position, which is part of our broader total compensation package, including incentive bonus program, stock options, comprehensive benefits, and incentive pay applicable to eligible roles. Individual pay within the range will vary based on a variety of factors like role-related experience and education, internal pay equity, and other relevant business factors. At Pelago, we are committed to an equitable and fair pay philosophy and review total compensation for our employees at least twice a year.
Skills Required
- 7+ years of experience in Client Success or Account Management at a digital health, healthcare, wellness, benefits or SaaS company
- Experience managing strategic, enterprise accounts and working closely with C-level / SVP-level executives
- Demonstrated, measurable success running client renewal and expansion efforts
- Comfort operating in an AI-enabled product environment and explaining how AI features support clinical care
- Strong presentation, storytelling, communication, relationship-building, and consultative skills
- Exceptional attention to detail and problem-solving skills
- Ability to work cross-functionally and influence change in a fast-paced environment
- Entrepreneurial mindset and enthusiasm for Pelago's mission to expand access to substance use care
What We Do
Pelago is the world’s leading virtual clinic for substance use management. We are transforming substance use support—from prevention to treatment—delivering education, management skills, and opportunities for positive change to members struggling with substance use, most commonly tobacco, alcohol, or opioids. Our solution gives employers the means to offer on-demand, personalized support to workers seeking to live healthier lives. Pelago’s cognitive behavioral therapy (CBT) and medication-assisted treatment (MAT) programs deliver convenient, accessible, and effective support that seamlessly integrates with health plans, pharmacy benefit managers, and wellness platforms. To date, Pelago has helped more than 750,000 members manage their substance use and improve their lives. Visit www.pelagohealth.com for more information.
