Client Success Specialist Description

Location Remote work, based in Minnesota, Nebraska or Iowa. Travel to in-person meetings may periodically be required.

Savii is an ICHRA benefits administration company on a mission to make Individual Coverage Health Reimbursement Arrangements accessible, accurate, and personal— for employers and the people who work for them. We believe every employee deserves access to quality health coverage, and every employer deserves a partner who makes offering it simple.

We are a talented and intentional team building something that matters. We movefast, communicate openly, and hold ourselves to a high standard — because weknow the work we do has real impact on real people. If you're looking for a place where your contribution is visible, your ideas are welcome, and your growth is supported, we'd love to meet you.

The Client Success Specialist is one of the most important roles  are theperson our clients count on — from their very first day of onboarding through thelong-term success of their ICHRA benefit program.

This is not a handoff role. You own the full client journey. You onboard new employer clients, build deep knowledge of their organization and their people, and stay withthem as their primary point of contact for as long as they're a Savii client. That continuity is intentional — it's how we deliver an experience that feels personal,consistent, and trustworthy rather than transactional.

You'll manage a defined book of business, balance the needs of direct employer clients with broker-backed relationships, and bring a proactive, solutions-oriented mindset to everything you do. At Savii, we don't look for people who identify problems and wait for someone else to solve them — we look for people who see what needsto happen and make it happen. You don't need to know everything about ICHRA onday one — we'll teach you.

What you do need is a genuine love of people, acommitment to following through, and the drive to do excellent work.

• Guide new employer clients through the full onboarding process from signed contract to successful launch
• Communicate proactively and clearly with clients at every stage — so they always know where things stand

• Serve as the primary point of contact for your book of business after onboarding is complete
• Build and maintain deep knowledge of each employer client — their team, their needs, and their goals

• 1–3 years of experience in a client-facing role — customer service, account management, client success, or similar
• Strong written and verbal communication skills — you ' re clear, warm, and professional

• Experience in benefits administration, health insurance, or HR services
• Familiarity with ICHRA, ACA, or employer-sponsored health benefits

In your first 90 days, you've completed onboarding training, taken ownership of yourfirst client accounts, and your clients know your name and trust your follow-through.

At six months, your book of business is healthy. Clients are engaged, issues are resolved quickly, and you're proactively identifying ways to serve them better. Your teammates describe you as reliable, communicative, and solutions-focused.

At nine months and beyond, you're a full contributor to the Client Success team. Youknow your clients deeply, you've contributed ideas that improved our processes, and'youre helping shape what great looks like at Savii.

We will be honest with you about what the role requires and what the company is building. We will give you the tools, training, and support you need to do excellent work. We will recognize your contributions and invest in your growth. And we will treatyou as the talented, capable professional…