Included Health

Customer Success Manager

• Achieve Retention, Upsell, and NPS targets for a portfolio of customers
• Manage complex client portfolios, resell Included Health services and solutions, and identify upsell and expansion opportunities
• Develop client strategy, measurable goals, and desired business outcomes
• Establish and maintain Retention and Upsell Plans and drive member utilization and client ROI
• Consult with clients and partner with the marketing team on holistic member engagement strategies
• Deliver recurrent business reviews covering member engagement, utilization, clinical impact, PGs, and ROI
• Conduct Partnership Connect meetings and cultivate trusted-advisor relationships with client contacts, executives, consultants, and benefits ecosystem vendors
• Support client onboarding and implementation as the internal client advocate
• Negotiate renewal price increases and expand services and offerings
• Mitigate churn risk and manage escalations with cross-functional business partners
• Maintain CS and CRM platforms and document client interactions and follow-up
• Mentor CS colleagues and participate in initiatives improving Client Success and client/member experience

Client Success Principal

Systems Engineer

• Support Workday Financials and related finance applications, including financial management, procurement, reporting, and connected business processes.
• Partner with Finance stakeholders to gather, analyze, and document business needs, requirements, and functional specifications.
• Evaluate current processes and workflows, identify gaps and inefficiencies, and recommend improvements.
• Configure and maintain Workday business processes, security-related requirements, reports, calculated fields, and other functional components.
• Support integrations and data flows between Workday and adjacent finance applications.
• Provide day-to-day production support, troubleshoot system issues, communicate resolutions, and escalate risks or defects.
• Create, maintain, and improve scheduled and ad hoc reports using Workday reporting tools.
• Validate data accuracy, investigate reporting discrepancies, and improve data visibility.
• Develop test plans, test cases, and acceptance criteria; execute or coordinate testing.
• Support project planning and delivery for Finance systems initiatives.
• Stay current on Workday releases and product capabilities.
• Create and maintain functional documentation, procedures, job aids, and support materials.
• Build effective working relationships with Finance, Accounting, Procurement, FP&A, and other cross-functional partners.

Workday Systems Analyst – Finance

Vice President

• Sell Included Health’s suite of products to enterprise customers with 20,000+ employees
• Identify, pursue, and close business with self-funded employers within the assigned territory
• Work directly with senior Compensation & Benefits / Total Rewards leadership, trusted advisors, and consultants
• Complete onboarding, GTM training, and internal learning
• Develop product expertise and a Year 1 sales plan
• Partner with the Included Health VP on market dynamics, targets, opportunities, and joint sales meetings
• Leverage networks of buyers and influencers to identify sales opportunities
• Establish the sales territory and develop relationships with local enterprise customers
• Incorporate Included Health into target companies’ employee benefits offerings
• Expand the customer base throughout the assigned territory
• Identify opportunities to scale the service footprint within enterprise customers
• Improve sales processes and frameworks
• Build relationships with key consultants in the assigned territory
• Maintain CRM hygiene and accurate activity tracking for forecasting
• Represent Included Health’s culture and mission in business dealings
• Travel as necessary

Regional Vice President, Strategic Enterprise Sales

Manager

• Deliver coordinated, patient-centered virtual Care Management by telephone and/or messaging to improve members’ health outcomes.
• Generate impactful care plans with members and the multidisciplinary care team, helping members achieve their goals.
• Help members navigate complex medical conditions, treatment pathways, benefits, and the healthcare system.
• Partner with members’ local providers to ensure coordinated care.
• Provide compassionate, longitudinal follow-up care and build supportive relationships.
• Guide members through routine and high-risk pregnancy experiences from preconception through postpartum.
• Connect directly with members, listen to concerns, answer questions, and serve as a trusted advocate.
• Support fertility planning, prenatal care, delivery preparation, and postpartum recovery.
• Help members navigate health benefits and connect them with appropriate resources.
• Work closely with providers, care coordinators, and support staff to deliver integrated remote care.

Client Success Principal

Workday Systems Analyst – Finance

Regional Vice President, Strategic Enterprise Sales

Maternity Nurse Care Manager