Workplace Options

Manage mid-market employer accounts, lead business reviews and renewals, and coordinate internal teams to improve client engagement and retention. | Requires a bachelor's degree and at least four years in customer success or account management, with CRM proficiency and preferably EAP or healthcare experience. | About this opportunity: Workplace Options is proud to support our sister organisation, Behavioral Health Systems (BHS), in recruiting a Care Coordinator. BHS operates one of the nation’s largest specialty preferred provider organizations (PPO), which is comprised of psychiatrists, psychologists, social workers, EAP providers as well as facility networks including hospitals, rehab/residential treatment centers, partial hospitalization programs and intensive outpatient programs. BHS fully credentials and panels their own network of providers. Current Opportunity: Customer Success Manager Location: US Full-time/Part-time: This is a full-time (40 hours per week) position. Salary: $65,000 - $80,000 USD per year plus competitive benefits offering What you will do: Reporting to the Head of Implementation & Customer Success, the Customer Success Manager owns a book of mid-market employer accounts end to end. You'll be the go-to partner for HR leaders, brokers and carrier partners, keeping programs running smoothly and helping clients get full value from their benefits. This role suits an organized, relationship-driven professional who enjoys time on site with clients and cares about mental health and employee wellbeing. Responsibilities: Own relationships and account plans for a book of mid-market EAP and behavioral health accounts, focused on customer satisfaction and retention that lead to growth opportunities Serve as the main contact for HR and benefits leaders, keeping brokers, consultants and carrier partners engaged Lead recurring client meetings and quarterly and annual business and utilization reviews that show value Build clear, data-driven presentations using utilization, benchmarks, and market and regulatory trends Own the renewal cycle, from pricing and contracting through open enrollment and plan materials, with leadership support on complex renewals Hit quarterly and annual retention and renewal targets through proactive account planning and early risk escalation Evolve each client's strategy as needs change, bringing in digital solutions and internal leaders to collaborate Partner with Sales and Implementation on a smooth handoff, transition and onboarding for new clients Shape training, education and engagement strategy around each client's goals, utilization and workforce needs Represent the company on site at health and benefit fairs, open enrollment meetings and client events Collaborate with Clinical, care coordinators, Operations, Finance, Legal and Compliance to resolve eligibility, invoicing and member issues Support teammates' accounts and events as needed and share best practices across the team Perform other related duties as directed or deemed appropriate. Qualifications/Skills: 4+ years in customer success, account management or client relations, ideally in EAP, behavioral health, benefits or healthcare Bachelor's degree or equivalent experience Experience owning client relationships, including renewals and retention Experience partnering with regional and national brokers, consultants and carrier partners Comfort working with utilization and financial data and turning it into clear client insights Clear communicator, confident presenting to HR audiences and employee groups Strong organization and follow-through across multiple accounts at once Proficient in Microsoft Office, Google Suite, and Salesforce or a similar CRM, with an interest in using AI tools Adaptable and solutions-oriented when client needs or priorities change Familiarity with benefit plan documents, related regulations and digital health solutions a plus Passion for helping employees and their families live their healthiest lives Valid driver's license and willingness to travel regionally, nationally and as needed Travel: 30–40%, regionally and nationally by car and air, with broader travel as business needs require. For further information about BHS please see https://behavioralhealthsystems.com/providers/ Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).

Lead enterprise accounts by planning proactively, driving retention and renewals, coordinating delivery, and advising client executives with data-driven recommendations. | Requires a bachelor's degree and 7+ years in customer success or account management, with strong financial acumen and preferably healthcare or behavioral health experience. | About this opportunity: Workplace Options is proud to support our sister organisation, Behavioral Health Systems (BHS), in recruiting a Care Coordinator. BHS operates one of the nation’s largest specialty preferred provider organizations (PPO), which is comprised of psychiatrists, psychologists, social workers, EAP providers as well as facility networks including hospitals, rehab/residential treatment centers, partial hospitalization programs and intensive outpatient programs. Current Opportunity: Senior Customer Success Manager Location: US Full-time/Part-time: This is a full-time (40 hours per week) position. Salary: $90,000 - $120,000 USD per year plus competitive benefits offering What you will do: Reporting to the Head of Implementation & Customer Success, the Senior Customer Success Manager owns a book of enterprise employer accounts end to end. You'll be a trusted strategic advisor to client executives, HR leaders, brokers and carrier partners, using data and market insight to drive retention, renewal and growth. This role suits a relationship-driven leader who values being on site with clients and cares deeply about mental health and employee wellbeing. Responsibilities: Serve as the strategic lead for a book of enterprise EAP and carve-out behavioral health clients, building long-term relationships that drive retention and account growth Partner with regional and national brokers, consultants and carrier partners as co-owners of each client relationship Lead recurring client meetings and quarterly and annual business and utilization reviews that show value and ROI Build data-driven presentations using utilization, benchmarks, and market and regulatory trends to guide client decisions Own the full renewal cycle, from pricing and contracting with Legal through open enrollment and plan materials Hit quarterly and annual retention and expansion targets through proactive account planning and early risk escalation Evolve each client's strategy as needs change, bringing in digital solutions and internal leaders to collaborate Partner with Sales and Implementation on a smooth handoff, transition and onboarding for new clients Shape training, education and engagement strategy around each client's goals, utilization and workforce needs Represent the company on site at health and benefit fairs, open enrollment meetings and client events Collaborate with Clinical, care coordinators, Operations, Finance, Legal and Compliance to resolve eligibility, invoicing and member issues Mentor Customer Success Managers and help shape the team's playbooks, reporting and renewal processes Perform other related duties as directed or deemed appropriate. Qualifications/Skills: 7+ years in customer success or account management, ideally in EAP, behavioral health, benefits or healthcare Bachelor's degree or equivalent experience Experience managing enterprise or large, complex accounts through multiple renewal cycles Experience partnering with regional and national brokers, consultants and carrier partners Strong financial acumen, including pricing, contract terms and revenue forecasting Skilled at interpreting utilization and benchmark data and translating it into client recommendations Polished communicator, comfortable presenting to C-suite, HR and broker audiences Proficient in Microsoft Office, Google Suite, and Salesforce or a similar CRM, and comfortable using AI tools in daily work Organized and adaptable, managing a full book of accounts while responding to changing client needs Regional and national market experience, and familiarity with plan documents and digital health, a plus Passion for helping employees and their families live their healthiest lives Valid driver's license and willingness to travel regionally, nationally and as needed Travel: 30–40%, regionally and nationally by car and air, with broader travel as business needs require. For further information about BHS please see https://behavioralhealthsystems.com/providers/ Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).