Manage a high-volume portfolio of 150–250 client accounts, overseeing renewals, retention, upselling, client communications, orientations, reporting, and CRM maintenance. Identify at-risk and inactive accounts, track engagement and account health, ensure contractual compliance, respond to inquiries, and escalate expansion opportunities. The role requires strong organization, commercial judgment, communication, and efficiency in a transactional customer success environment.

Provides empathetic customer support to clients seeking mental health and wellbeing services. Responsibilities include scheduling appointments, explaining services, managing requests, resolving complaints, protecting confidential information, using customer management systems, completing assigned tasks, and following organizational policies, procedures, and quality standards.