Client Success Executive, Enterprise

Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company.  Join our award winning team!

2025:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2024:

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

As part of Teleperformance in the US, we were also named #95 in the 2024 ‘Fortune 100 Best Companies to Work For®’ in the USA by Great Places to Work (GPTW®)

Client Success Executive

Drive Retention. Elevate Value. Expand Impact.

At Health Advocate, Client Success is not a support function—it’s a growth engine.

We’re seeking a Client Success Executive who knows how to retain, expand, and deepen enterprise client relationships by ensuring our clients clearly see, feel, and realize the value of our services. This role is for a strategic relationship leader who understands that retention is built through trust, clarity, proactive insight, and measurable outcomes.

Reporting to the Vice President of Client Success, you’ll own a portfolio of high-value enterprise clients and play a critical role in reducing churn, strengthening partnerships, and driving organic revenue growth.

If you’re energized by complex clients, value storytelling, and turning insight into action—we want to meet you.

Your Mission: What Success Looks Like

Your primary accountability is to drive industry-leading, profitable growth from existing clients by building trusted relationships that translate into long-term retention and expansion.

You will manage a portfolio of enterprise clients with elevated expectations, requiring a service-first, value-led, commercially minded approach.

Success in this role includes consistently achieving:

🔹 Client Retention

• Retain clients across all service lines, population served, and margine. Strive for 100% retention
• Proactively identify and mitigate churn risk through early indicators and client insight

🔹 Client Revenue Growth

• Grow organic revenue by expanding client adoption of well-matched products and services
• Translate client needs and outcomes into compelling growth opportunities

🔹 Client Satisfaction & Value Realization

• Ensure clients achieve measurable value through utilization, engagement, and improved health outcomes
• Reinforce the impact of Health Advocate programs through clear communication and executive-level insight

What You’ll Do: Your Roadmap to Impact

Revenue Retention & Growth

• Own retention and growth targets for your client portfolio
• Implement proactive retention strategies that address dissatisfaction, value gaps, utilization challenges, and service quality issues before they escalate
• Identify and activate new revenue opportunities aligned to client needs

Strategic Client Relationships

• Develop trusted, referenceable relationships across client stakeholder groups
• Communicate the value and outcomes of Health Advocate services with confidence and clarity
• Position Health Advocate as a long-term strategic partner—not just a vendor

Value Storytelling & Ideation

• Use regular client dialogue to uncover opportunities for new offerings, enhancements, and innovations
• Establish feedback loops with clients and collaborate with Product and Client Success leadership to evolve our offerings
• Ensure value is visible, measurable, and continuously reinforced

Cross-Functional Leadership

• Ensure seamless hand-offs from Business Development to Client Success
• Partner closely with Operations and Centers of Excellence to deliver a cohesive client experience
• Advocate internally for client needs while balancing business priorities

Performance Measurement & Optimization

• Meet expectations for regular client engagement, including executive-level and in-person meetings
• Track and act on KPIs and leading indicators that predict client health and churn risk

Who You Are: The Leader We’re Looking For

You’re a relationship-driven growth professional who understands that retention is built—not assumed.

You bring:

• 5+ years of experience in account management, client success, sales, or related roles (enterprise experience preferred)
• A proven track record of retaining and growing existing client revenue
• Strong fluency in data, analytics, and value measurement
• Confidence using sales enablement tools and performance insights
• Exceptional communication skills—from executive storytelling to problem-solving conversations
• The ability to collaborate across functions and influence without authority
• A proactive, ownership-driven mindset with strong analytical and problem-solving skills
• Comfort with public speaking and executive-level presentations

Preferred Experience

• Background in the health benefits or healthcare services industry (consulting, brokerage, payers, or providers)

Mental and Physical Requirements

• This position is remote (work from home) by design; however, regular travel is required, including:
  a) travel to Health Advocate Headquarters in Blue Bell, PA to meet with clients, team members, and executive leadership; and
  b) travel to client and partner locations across the United States.
• Essential physical functions of this role include speaking, typing, leading and participating in online virtual meetings, and regularly conducting phone calls and individual meetings.
• Essential mental functions of this position include sustained focused concentration, managing multiple concurrent initiatives, and demonstrating persistence and endurance in a fast-paced, performance-driven environment.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role. Please contact your local Employee Relations representative to request a review of any such accommodations.

Compensation & Benefits

• Base salary: $80,000–$100,000
• Total compensation at quota: $140,000–$200,000
• Comprehensive benefits package including:
  • Medical, dental, and vision coverage
  • 401(k) with company match
  • Tuition assistance
  • Paid time off and paid holidays
  • Access to Health Advocate programs, including EAP and wellness resources
  • Full work equipment, tools, and training provided

Why Health Advocate?

Because here, Client Success matters.

You’ll join a nimble, innovative organization where your voice shapes outcomes, your insight drives growth, and your leadership directly impacts retention and client loyalty. We invest in your development, support your ambition, and empower you to do meaningful work that improves lives.

Ready to Make an Impact?

If you’re ready to own client outcomes, reduce churn through value leadership, and grow enterprise relationships with purpose—we’d love to hear from you.

Apply today and help redefine what Client Success means at Health Advocate.
Please note that this job description is intended to provide a general overview of the position and does not include an exhaustive list of all responsibilities, skills, or qualifications associated with the role.

Physical Requirements:
This position is primarily sedentary, requiring prolonged sitting while performing administrative tasks. The role involves extensive use of a computer for typing, mouse navigation, and reading information on a screen for extended periods. Frequent phone use is required for communication with team members, clients, or external parties. Essential physical functions include fingering, grasping, pulling hand-over-hand, and repetitive motions necessary for navigating software, entering data, and interacting with electronic documents.

Mental and Cognitive Requirements:
The role requires strong concentration, attention to detail, and the ability to complete tasks accurately. Critical thinking and problem-solving skills are essential to address issues that may arise in day-to-day duties. Effective verbal and written communication skills are needed for responding to inquiries and collaborating with others.

Work Environment:
This position is fully remote and requires a home office environment with appropriate lighting, a computer, and phone access. The workspace should be free from distractions to ensure effective focus and productivity during work hours.

Company Overview

Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs. For 20 years, Health Advocate has provided expert support to help our members navigate the complexities of healthcare and achieve the best possible health and well-being. Our solutions leverage a unique combination of best-in-class, personalized support with powerful predictive data analytics and a proprietary technology platform to address nearly every clinical, administrative, wellness or behavioral health need. Whether facing common issues or an unprecedented challenge like COVID-19, our team of highly trained, compassionate experts work together to go above and beyond expectations, making healthcare easier for our members and ensuring they get the care they need.

Learn more

Health Advocate https://www.healthadvocate.com/site/

Facebook https://www.facebook.com/healthadvocateinc/

Video https://vimeo.com/386733264/eb447da080

Awards:

2025:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2024:

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2023:

• National Customer Service Association All-Stars Award: Service Organization of the Year.

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2022:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2021:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Silver Winner

• Stevie® Awards for Sales & Customer Service: Most Valuable Response by a Customer Service Team (COVID-19). Bronze Winner

• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2020:

• National Customer Service Association All-Stars Award: Organizations of 100 or Greater, Runner-Up

• Communicator Award of Distinction: October 2019 Broker News

• MarCom Awards: Gold, COVID Staycation Ideas brochure

• MarCom Awards: Platinum, 2021 Well-being Calendar

• Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium category (Silver)

VEVRAA Federal Contractor requesting appropriate employment service delivery systems, such as state workforce agencies and local employment delivery systems, to provide priority referrals of protected veterans.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c)