Client Success Executive

About CirrusMD

CirrusMD is redefining virtual care by delivering a Physician-first Care & Guidance solution that meets patients at their moment of need. Our text-based (or web) app connects patients with licensed physicians in under a minute, allowing them to engage in care at their own pace and convenience. Available 24/7/365, CirrusMD’s integrated care spans multiple specialties—from acute and chronic care to behavioral health.

Our platform serves 10 million users across all 50 states and is offered exclusively through employers and health plans. Learn more at

The Client Success Executive (CSE) is responsible for developing and maintaining exceptional relationships with internal and client partners, ensuring clients achieve maximum value from the CirrusMD platform. The CSE owns retention and growth across an assigned book of business — identifying upsell opportunities, growing membership/covered lives, and meeting utilization goals. This role involves day-to-day client management, proactive engagement to understand and address client needs, and cross-functional collaboration to drive measurable success outcomes.

The ideal candidate will have a background in mid- to large-scale client relationship management within healthcare services, with demonstrated success exceeding expectations while maintaining and growing their book.

Percent of time spent is approximate and totals 100%.

• Client Value Realization: Work closely with clients to understand their business objectives and vision, and ensure the CirrusMD platform delivers measurable value aligned with those goals; share client objectives across the CirrusMD team.
• Client Relationship Management: Serve as the primary point of contact for assigned large, strategic accounts, managing day-to-day communications and building strong relationships with client stakeholders at all levels, up to and including the executive suite.
• Onboarding, Implementation & Adoption: Manage intake and implementation of new projects from Client Success leadership and the Sales team; act as the key partner contact to facilitate implementation and hit go-live timelines, and drive adoption through training, best practices, and ongoing support.
• Expectation Setting: Set proper client expectations based on knowledge of the CirrusMD platform, scope of relationship, and contractual requirements.

• Client Growth & Upselling: Identify opportunities for account growth — including product upsell, cross-sell of complementary solutions, and growing membership/covered lives — and partner with Marketing to increase utilization across the book of business.
• Retention & Renewal Management: Proactively manage client renewals, minimizing churn through ongoing engagement and demonstrated, continuous value.
• Strategic Account Planning: Develop and maintain strategic account plans for growth and retention; strategize with clients on all opportunities to ensure solutions are being effectively utilized and expanded, and conceptualize new programs that deepen partner relationships.
• Business Reviews & ROI Reporting: Develop and deliver business review presentations that demonstrate return on investment and program outcomes, and use ongoing review of those outcomes to recommend changes that optimize the CirrusMD platform to its full potential.
• Client Health Monitoring: Regularly track and assess client health, using data and insights to identify risk and surface opportunities for deeper engagement and growth.
• Performance Metrics & Reporting: Monitor key success metrics such as utilization and adoption rates, client satisfaction (NPS/CSAT), membership growth, and…