Client Success Manager

Pinnacle Building Services, Inc

. Own the day-to-day relationship for an assigned regional portfolio of Health Navigator clients .

Posted 10/6/2026full-timeUnited StatesMid-LevelSenior💰 $58,800 - $88,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management, with a strong focus on building trusted partnerships and delivering exceptional service in the health solutions and employee benefits sectors. Proficient in utilizing data and client feedback to drive improvements and enhance client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementHealth Solutions KnowledgeProject ManagementCommunication SkillsProblem-Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client SuccessAccount ManagementData AnalysisService Performance MonitoringImplementation Management

Soft Skills

Interpersonal CommunicationAttention to DetailJudgmentPrioritizationFollow-Through

Tools & Technologies

Microsoft OfficeClient Relationship Management Systems

Industry Keywords

Employee BenefitsGroup InsuranceHealthcareClient EngagementBusiness Reviews

About the role

Key responsibilities & impact

Own the day-to-day relationship for an assigned regional portfolio of Health Navigator clients
Serve as the primary contact for group benefit clients, brokers, consultants, and strategic partners
Partner with sales and internal teams to understand client needs, support product positioning, and establish coordinated service plans
Lead clients through implementation, enrollment, launch, training, and ongoing service
Build trusted relationships through business reviews and check-ins focused on satisfaction, utilization, engagement, retention, and growth
Coordinate across sales, operations, service, marketing, technical support, and other partners
Identify, own, and drive timely resolution of complex or escalated issues
Develop and deliver client, broker, consultant, and sales education through webinars, meetings, benefit fairs, and other engagement activities
Collaborate on communication campaigns and educational materials
Monitor eligibility, implementation milestones, utilization, service performance, and satisfaction
Translate findings into reporting and actionable recommendations
Bring the voice of the client to internal teams and contribute ideas to strengthen offerings, processes, and experiences
Maintain accurate documentation of client interactions, commitments, risks, and opportunities in the client relationship management system

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and relevant experience
Three or more years of experience in client success, account management, relationship management, customer support, or a comparable client-facing role
Experience or working knowledge in health solutions, employee benefits, group insurance, healthcare, or a related industry strongly preferred
Ability to build credibility and trusted relationships with clients, brokers, consultants, sales partners, and cross-functional teams
Excellent verbal, written, presentation, and interpersonal communication skills
Strong judgment and problem-solving skills
Strong prioritization, project management, attention to detail, and follow-through
Ability to use data, client feedback, and service trends to identify risks and recommend improvements
Proficiency with Microsoft Office and client relationship management systems
Ability to learn new technology and use digital tools responsibly and effectively
Ability to travel up to 15% within the United States, concentrated during client open enrollment periods from August through November

Benefits

Comp & perks

Discretionary annual incentive award based on individual and business performance
Generous vacation and sick time
Paid family, parental, and adoption leave
Medical coverage
Company-paid life and AD&D insurance
Disability programs
Partially paid sabbatical program
401(k) employer match
Stock purchase options
Employer-funded retirement account
Flexible, inclusive, and collaborative work environment
Career growth support