\nMemora Health works with leading healthcare organizations to make complex care journeys simple for patients and clinicians so that care is more accessible, actionable, and always-on. As we expand our programs to reach more health systems and patients, we are excited to grow our Client Success Executive team.\n\nSenior Client Success Executives serve as trusted advisors to our clients and have the critical responsibility of ensuring the retention, continued growth, and referenceability of Memora’s strategic clients. The ideal candidate will serve as a credible thought partner with Memora initiative leaders and superusers. Additionally, this role will work closely with Implementation, Product, and Growth colleagues to ensure clients maximize their value from their partnership with us. Finally, this role will work closely with the Head of Client Success to lead strategic projects to support the long-term growth and success of Memora’s Client Success team.\n\nIdeal candidates will be driven by the problem we are solving but also by the innovative approach and technology that we are applying to healthcare - looking to make a significant impact on healthcare delivery. We’re looking for someone with exceptional curiosity and enthusiasm for solving hard problems.\n\nPrimary Responsibilities:\n\n\n* Client Management Responsibilities\n\n\n\n* Own a portfolio of large, strategic accounts and hold primary relationship management with department-level clinical and administrative leaders\n\n* Develop relationships with senior- & executive-level leaders for long term account stability and growth\n\n* Develop and manage an annual account plan to proactively identify strategic objectives and actions in collaboration with internal partners (e.g., Sales, Product, Marketing) and clients\n\n* Lead recurring (e.g., monthly/bi-monthly/weekly) check-ins and prepare for & lead recurring Executive Business Reviews\n\n* Ensure execution against contractual obligations and manage internal resources to troubleshoot client experience and technical issues \n\n* Monitor and improve performance against key client health metrics (e.g., utilization, NPS, ROI) \n\n* Identify opportunities for client participation in marketing collateral (e.g., case studies, webinars, PR) and work with Marketing and client to design, develop, and publish/promote\n\n* Lead client renewals in collaboration with Memora’s Sales team to ensure timely planning, discussions and internal team coordination\n\n* Generate revenue expansion opportunities with existing accounts by leveraging existing and new stakeholder relationships\n\n\n\n\n\n* Internal/Team Development Responsibilities\n\n\n\n* Collaborate with Sales team leadership to develop processes that facilitate revenue growth with existing clients\n\n* Lead or support development of scalable processes and resources (e.g., playbooks, SOPs, training materials) to facilitate team onboarding, improve cross-functional coordination, and build consistency in client servicing and management\n\n* Represent the voice of the client internally to inform Memora’s product strategy and roadmap\n\n* Provide coaching and support to CSEs and newer team members, as needed\n\n\n\n\n\n\n \n\nQualifications (Required):\n\n\n* You have 5-8 years client-facing experience (Client Success, Account Management, Implementation) in healthcare, SaaS,  or digital health serving US-based hospital systems and/or other ecosystem partners\n\n* You can communicate complex ideas clearly and concisely (both written and verbally)\n\n* You are an expert in building high-trust relationships with client project teams and leaders by understanding their needs, motivations, and challenges, and by being an advocate for them within your organization\n\n* You possess strong proficiency with analyzing and presenting data in a meaningful way (i.e., storytelling with data)\n\n* You have experience orchestrating resources within your organization to address client challenges, ensuring the needs of your clients are successfully met while also meeting any relevant business constraints\n\n* You have a bias toward action and a “one team” mentality\n\n* Ability to occasionally travel to client sites (mainly in US; 10-20% travel)\n\n* Ability to comply with clients’ COVID vaccination requirements \n\n\n\n\n \n\nQualifications (Bonus):\n\n\n* You have prior experience building best practice Client Success processes and tools\n\n* Skillful with Google Suite and BI tools (e.g., Looker, Tableau) for creating documents and presentations, or analyses; familiarity with Salesforce\n\n* Experience collaborating with clinicians at a health system or a provider organization on clinical operations and clinical model design\n\n* You have prior experience as a clinician\n\n\n\n\nThis position offers remote flexibility allowing employees to work from home in any of the following hubs: Seattle, WA; Bay Area, CA; New York City, NY; and Chicago, IL. \n\nWhat You Get:\n\n\n* An opportunity to work on a rapidly scaling care delivery platform, engaging thousands of patients and care team members and growing 2-3x annually\n\n* Enter a highly collaborative environment and work on the fun challenges of scaling a high-growth startup\n\n* Work alongside world-class clinical, operational, and technical teams to build and scale Memora\n\n* Shape how leading health systems and plans think about modernizing the care delivery experience for their patients and care teams\n\n* Improve the way care is delivered for hundreds of thousands of patients\n\n* Gain deep expertise about healthcare transformation and direct customer exposure with the country’s most innovative health systems and plans\n\n* Ownership over your success and the ability to significantly impact the growth of our company\n\n* Competitive salary and equity compensation with benefits including health, dental, and vision coverage, flexible work hours, paid maternity/paternity leave, bi-annual retreats, Macbook, and a 401(k) plan\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Travel, Senior, Marketing and Sales jobs that are similar:\n\n $67,500 — $110,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n

\nAbout us:\n\nParsley Health is a digital health company with a mission to transform the health of everyone, everywhere with the world's best possible medicine. Today, Parsley Health is the nation's largest health care company helping people suffering from chronic conditions find relief with root cause resolution medicine. Our work is inspired by our members’ journeys and our actions are focused on impact and results.\n\nThe opportunity:\n\nThe Director, Clinical Services is a critical role for our company as we enter our scaling phase.  You will bring your passion for member care, ingenuity and impeccable management skills to lead the Clinical Services teams through rapid growth, scale and change. As a cross-functional leader and a representative of the clinical voice, you will collaborate with leaders across the company to implement clinical strategies that optimize the member experience, outcomes and always come back to patient safety. You will develop project management approaches to develop the team. This role is also responsible for developing, implementation a Care Management program to enable interdisciplinary direct and indirect patient care across the care continuum, with an emphasis on functional medicine, for a designated population (population health). This position requires accomplished experience in enterprise-level leadership and execution of projects and programs. This person will report directly to the SVP, Business & Clinical Operations.\n\nWhat you’ll do:\n\nOperational Excellence\n\nThis role supports the day-to-day operations of the Clinical Services Organization at Parsley Health by partnering with other key cross-functional leaders including Member Experience, Product, Data, the Medical Director and the Growth Team to enhance, operationalize and measure a highly-efficient care delivery model.\n\n\n* Clinical & Care Management Operations: Ensures coordination with cross-functional teams in support of daily clinical operations, vendor management and vendor services.\n\n* Responsible for service design to ensure coordination of care across the continuum and select, devise and oversee clinical operations, work methods, procedures, workflows and standards for quality and quantity of work.\n\n* Quality: Monitor and evaluate operations for compliance with RNs licensure and regulatory standards\n\n* Supports the development and deployment of scaling solutions, including management systems, performance improvement systems, operational standards, metrics, measurement processes and decision support systems.\n\n\n\n\nLeadership/Strategy\n\nKey operational lead for development and implementation of a strategic plan that supports the organization’s vision and goals of the Care Management & Clinical Coordinator teams; translates the strategic plan to staff to ensure support; modifies or adjusts the plan in response to changing internal and external factors.\n\n\n* Facilitates management of the projects, and the application of the tools, processes, etc. to enable design and deployment of cross-functional solutions.\n\n* Represent the clinical team as a leadership voice in cross-functional initiatives\n\n* Participates with the Leadership Team in setting policies and determining strategies to meet or exceed KPIs and OKRs in accordance with our Annual Operating Plan (AOP)\n\n* Represents the SVP, Business & Clinical Operations in meetings, as needed\n\n* Analyzes current and future trends and accurately assesses functional responsibilities, competitive strengths and vulnerabilities\n\n* Upholds, safeguards and promotes the organization’s values and philosophy relating to ethics, integrity, and corporate responsibility as referenced in organizational values and philosophy standards\n\n* Develops and implements a talent plan to ensure staffing mix, capacity and utilization to meet the strategic needs of the organization\n\n* Manages employee performance by establishing clear goals and expectations, tracking progress against goals, ensuring timely feedback and addressing performance problems and issues promptly\n\n\n\n\nWhat you’ll need:\n\n\n* 5+ years of experience leading large teams during hyper growth periods\n\n* Active RN license\n\n* Demonstrated success managing enterprise projects\n\n* Highly quantitative, with understanding of statistical analysis\n\n* Proven leadership experience that includes: team building, motivating staff with enthusiasm and compassion, communicating skills across disciplines.\n\n* Strong, clear verbal and written communicator who can alter as needed between Engineering/Data, Vendor, and Executive / C-levels of style, detail and pacing\n\n\n\n\nNice-to-haves:\n\n\n* Experience managing a functional medicine practice\n\n* Active NP license\n\n* Experience managing care management or case management within a telehealth or digital health organization\n\n* Project management certification (such as PMP)\n\n\n\n\nBenefits and Compensation:\n\n\nEquity Stake\n\n401(k) + Employer Matching program\n\nRemote-first with the option to work from one of our centers in NYC or LA \n\nComplimentary Parsley Health Complete Care membership\n\nSubsidized Medical, Dental, and Vision insurance plan options\n\nGenerous 4+ weeks of paid time off\n\nAnnual professional development stipend\n\n\n\n\nJob Level: 6\n\nParsley Health is committed to providing an equitable, fair and transparent compensation program for all employees. \n\nThe starting salary for this role is between $148,750 - $175,000, depending on skills and experience. We take a geo-neutral approach to compensation within the US, meaning that we pay based on job function and level, not location.\n\nIndividual compensation decisions are based on a number of factors, including experience level, skillset, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall healthily throughout the range based on these factors. We recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the updated salary range will be communicated with candidates during the process.\n\n\nAt Parsley Health we believe in celebrating everything that makes us human and are proud to be an equal opportunity workplace. We embrace diversity and are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better we can serve our members. \n\n\nImportant note:\n\nIn light of recent increase in hiring scams, if you're selected to move onto the next phase of our hiring process, a member of our Talent Acquisition team will reach out to you directly from an @parsleyhealth.com email address to guide you through our interview process. \n\n    Please note: \n\n\n* We will never communicate with you via Microsoft Teams\n\n* We will never ask for your bank account information at any point during the recruitment process, nor will we send you a check (electronic or physical) to purchase home office equipment\n\n\n\n\nWe look forward to connecting!\n\n#LI-Remote \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Design and Microsoft jobs that are similar:\n\n $65,000 — $95,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States

The Role\n\nThe Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\n\nThe CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\n\nThis role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\n\nAddepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $109,000 - $170,000 + bonus + equity + benefits.\n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\n\n \nWhat You’ll Do\n\n\n* Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out.\n\n* Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.\n\n* Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.\n\n* Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.\n\n* Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.\n\n* Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.\n\n* Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:\n\n\n\n\n* Scoping of new projects that subsequently lead to additional service hours or a service package.\n\n* Introducing other Addepar products/partners for cross-selling.\n\n* Understanding contractual commitments and opportunities for additional revenue.\n\n\n\n\n* Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.\n\n* Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.\n\n* Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.\n\n* Share Addepar client success stories as well as client success frameworks and processes.\n\n* Develop/maintain technical and business knowledge of industry directions and trends.\n\n\n\nWho You Are \n\n\n* 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting firms; Ideally, also worked with a technical product.\n\n* Proven record of translating business needs into technical utilization of available product solutions.\n\n* Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.\n\n* Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.\n\n* History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.\n\n* Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.\n\n* Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.\n\n* Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.\n\n* Strong verbal and written communication skills; Strong time management and prioritization skills.\n\n* Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.\n\n* Ability to navigate data and people to find answers.\n\n* Independent, adaptable, and can thrive in a fast-paced environment.\n\n* Must be open to travel.\n\n* The ability to communicate in Spanish, Portuguese, or other languages is a plus.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Consulting, Education and Senior jobs that are similar:\n\n $60,000 — $90,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States

The Role\n\nThe Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\n\nThe CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\n\nThis role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\n\nAddepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. \n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat You’ll Do\n\n\n* Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.\n\n* Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.\n\n* Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.\n\n* Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.\n\n* Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.\n\n* Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.\n\n* Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:\n\n\n\n\n* Scoping of new projects that subsequently lead to additional service hours or a service package.\n\n* Introducing other Addepar products/partners for cross-selling.\n\n* Understanding contractual commitments and opportunities for additional revenue.\n\n\n\n\n* Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.\n\n* Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.\n\n* Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.\n\n* Share Addepar client success stories as well as client success frameworks and processes.\n\n* Develop/maintain technical and business knowledge of industry directions and trends.\n\n\n\nWho You Are \n\n\n* 2+ years in client-facing, client success, or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, consulting, or other types of large enterprise firms; Ideally, also worked with a technical product.\n\n* Proven record of translating business needs into technical utilization of available product solutions.\n\n* Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.\n\n* Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.\n\n* History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.\n\n* Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.\n\n* Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.\n\n* Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.\n\n* Strong verbal and written communication skills; Strong time management and prioritization skills.\n\n* Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.\n\n* Ability to navigate data and people to find answers.\n\n* Independent, adaptable, and can thrive in a fast-paced environment.\n\n* Must be open to travel.\n\n* The ability to communicate in Spanish, Portuguese, or other languages is a plus.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Education and Senior jobs that are similar:\n\n $65,000 — $100,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States