Client Success Executive

Job Description

Job Description

We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.

Summary of role:

At Centivo , we’re rebuilding health insurance the way it should be — affordable, predictable, and built around employers and their employees. As a Client Success Executive (CSE) , you’ll be the trusted partner guiding our clients through that journey — helping them see, feel, and share the value of Centivo’s model every day.

What You’ll Do

• Own the client relationship. Serve as the strategic and day-to-day contact for your client portfolio, building deep, consultative partnerships with HR, Finance, and broker/consultant teams.

• Tell a compelling, data-driven story. Translate complex health, claims, and engagement data into meaningful insights that show progress, demonstrate value, and inspire confidence in Centivo’s approach.

• Drive client growth and retention. Lead renewals and strategic planning conversations that highlight measurable outcomes, promote member engagement, and identify opportunities to expand Centivo’s solutions across markets or populations.

• Guide a seamless client journey. Ensure a smooth transition from implementation to ongoing partnership, proactively anticipating client needs and aligning Centivo’s capabilities to meet them.

• Be the client’s voice inside Centivo. Collaborate cross-functionally with operations, analytics, and product teams to ensure we deliver with excellence and continuously enhance the client experience.

• Engage with brokers and consultants. Build trusted relationships that extend Centivo’s reach and strengthen our position as a high-value, innovative partner.

• Champion continuous improvement. Bring forward ideas and feedback that help evolve our client success playbook and enhance how we serve clients every day.

Who You Are

• An individual with demonstrated technical expertise in working with self-funded employers — including building compelling, data-driven financial narratives; analyzing stop-loss performance and renewal dynamics; and translating complex plan and network performance into clear, actionable insights. Deep understanding of value-based healthcare models and experience with high-performance network strategies.

• A relationship builder who earns trust through credibility, empathy, and results.

• A strategic communicator who can craft and deliver a story that connects data to business outcomes.

• A growth-oriented professional who thrives on helping clients achieve measurable success while deepening the partnership.

• A collaborative leader who enjoys working across teams to create solutions and deliver exceptional service.

Education and Experience:

• Bachelor's degree or equivalent experience is required

• 10 years’ experience as Client Success Executive (Account Management) in employer-sponsored health plans

• 5 years’ experience working with self-funded accounts

• 5 years’ experience working at a TPA or direct carrier

Qualifications:

• Advanced knowledge of Microsoft Office products (Excel, Power Point, Word)

• Excellent oral and written communication; an ability to present information in a way that establishes rapport, persuades others, gains understanding.

• Business Acumen – A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function.​

• Strong ability to work cross functionally and build consensus among stakeholders and cross-functional teams in a dynamic environment

Work Location:

· Remote

· Access to Buffalo or NYC offices if local

· 25% travel is expected

Centivo Values:

● Resilient – This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don’t give up.

● Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon .

● Positive – We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive .

Who we are:

Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.

Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

Compensation Range: $105K - $125K