About the job

Responsibilities

Manage a portfolio of labor funds, unions, and multi-employer health plans.
Serve as the primary point of contact and trusted advisor for customer stakeholders.
Lead business reviews focused on engagement, outcomes, ROI, and long-term value.
Build relationships with fund administrators, consultants, trustees, and labor leadership.
Partner cross-functionally to solve customer challenges and drive successful outcomes.
Identify retention risks, growth opportunities, and strategies to strengthen partnerships.

90 Day Plan

Develop a strong understanding of Virta's products, services, and customer success strategy.
Build relationships with key internal stakeholders and cross-functional teams.
Learn the unique dynamics of labor organizations and multi-employer funds.
Participate in customer meetings, trustee discussions, and business reviews.
Begin independently managing your assigned portfolio.

5+ years of experience in Customer Success, Account Management, Consulting, Healthcare, Benefits, or a related customer-facing role.
Strong relationship-building and communication skills.
Ability to manage multiple priorities while navigating complex customer environments.
Experience presenting outcomes, ROI, and strategic recommendations to leadership audiences.
Demonstrates a proactive use of AI tools to improve individual output and efficiency.