Senior Manager, Strategy & Operations, Client Success

Employer Direct Healthcare

. Serve as the right-hand and thought partner to the Client Success leadership team .

Posted 10/13/2026full-timeNew York City • New York • United StatesSenior💰 $165,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Client Success strategy implementation, including establishing OKRs and KPIs, managing upsell and renewals pipelines, and driving client retention and expansion. Proficient in leveraging analytical skills to inform decision-making and improve workflows in a dynamic environment.

Highest-signal resume keywords

Client Success Strategy ImplementationOKR and KPI EstablishmentCross-Functional Project ManagementAnalytical SkillsClient Retention and Expansion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisSalesforceClient SegmentationForecastingBusiness Operations

Soft Skills

Strategic ThinkingProblem-SolvingOrganizationPersistenceCommunication

Tools & Technologies

GTM Systems

Industry Keywords

HealthcareEmployer BenefitsInvestment BankingManagement Consulting

About the role

Key responsibilities & impact

Serve as the right-hand and thought partner to the Client Success leadership team
Address strategic and operational needs for Client Success leadership
Shape and implement Client Success strategy and design, including growth targets, client segmentation, books of business, quotas, and cross-functional plans
Establish OKRs and KPIs, monitor and report on them, and enable the team to act on metrics
Establish the Client Success operating cadence for upsell and renewals pipeline management, risk identification, countermeasures, and accurate forecasting
Build customer health score/model using qualitative and quantitative inputs to identify whitespace and churn risk
Project-manage cross-functional initiatives with Strategy & Operations, Sales, Marketing, Network, and technology teams
Collect business requirements for Salesforce and other data capture solutions and partner with GTM Systems teammates on implementation
Report to the Director of Commercial Strategy & Operations
Drive successful client launches, strategic client retention, and client expansion

Requirements

What you’ll need

5+ years of relevant professional experience
Deep analytical skills with high attention to detail
Strategic thinking and ability to articulate long-term value creation, not just operational discipline
Supreme organization, coupled with persistence to keep following up until things are done and proactively communicate progress
Gritty, hard working, and able to operate in a dynamic, high-growth environment
Excellent problem-solving skills and structured thinking when the problem at hand is ambiguous
Bonus: 3+ years investment banking or management consulting background
Bonus: Experience in healthcare or employer benefits
Bonus: Demonstrated experience in business operations or Client Success
Bonus: Demonstrated ability to leverage AI to streamline and improve workflows

Benefits

Comp & perks

Medical Insurance
Dental Insurance
Vision Insurance
Short & Long Term Disability
Life Insurance
401k with company match
Paid Time Off
Paid Parental Leave
Annual bonus (depends on location/level/relevant experience)