Client Success Pro


Business Development

Job Summary

Using a consultative approach, the Client Success Pro identifies, plans and conducts product and marketing learning opportunities with accounts to grow the business. Partnering with Vice President, Business Development and sales team, they guide and train assigned clients on benefits and useful marketing approaches to ensure client goals are met. They maintain in-depth familiarity of all newly targeted and contracted accounts as well as reviews "getting started requirements" with all new clients. Client Success Pro cultivates client relationships as well as monitors and reassesses account status to determine resources to be allocated to assigned accounts.

Job Responsibilities

Core Competencies (F.L.I.I.P.)

Job Specific Competencies

Qualifications and Skills


This discount card program is NOT insurance, not intended to replace insurance, and does not meet the minimum creditable coverage requirements under the Affordable Care Act or Massachusetts M.G.L. c. 111M and 956 CRM 5.00. It contains a 30-day cancellation period, provides discounts only at the offices of contracted health care providers, and each member is obligated to pay the discounted medical charges in full at the point of service. For a complete list of disclosures, please click here. | Limitations, Exclusions and Exceptions | Discount Plan Organization: New Benefits, Ltd., Attn: Compliance Department, PO Box 803475, Dallas, TX 75380-3475.