Opportunities in the LiveOak Portfolio

LiveOak Venture Partners

Senior Customer Success Manager

Take Command Health

Take Command Health

Customer Service, Sales & Business Development
Dallas, TX, USA
Posted on Tuesday, June 25, 2024

About Take Command

Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impact on the entire healthcare system.

Let’s be honest—health insurance is usually a confusing, frustrating, and even emotional experience for people. We want to fix that with a new model, great technology, and a superior user experience. We have made a great start, but we need your help to fully realize our long-term vision.

About the Senior Customer Success Manager

We’ve spent a lot of time learning about our customers - who they are and what is important to them. Now, as Take Command serves larger employers with more sophisticated needs and dynamic workforces, we are expanding our Customer Success Management team. The Senior Customer Success Manager (CSM) will serve as the key point person and trusted advisor for our top ICHRA clients and their executives while creating and implementing complex strategies that make success seamless for our clients. We are looking for someone with a proactive and positive personality with a desire to problem-solve, think strategically, and ensure our clients love Take Command & HRAs!

Primary Responsibilities:

  • Manage a book of business with our top clients and establish and foster a proactive strategic and consultative relationship by driving value and owning retention
  • Develop and maintain strong relationships on an executive level for both our clients and internal functions
  • Develop an understanding of our client’s goals and business objectives that align to our solution in order to achieve success
  • Act as a change manager for our largest clients, building trust with their key stakeholders, and implementing strategy that makes complex change seamless for our clients
  • Work cross functionally and advocate for product improvements that will elevate our clients experience
  • Work with CS team members to track key account metrics in order to help develop strategies that provide our client’s a world class experience

Skills and Qualifications:

  • 5+ years of experience in Customer Success or a client facing role
  • Experience in building and driving a CS playbook
  • Proactive attitude and a strong ability to organize and plan effectively
  • Process and detail-oriented mindset
  • Proven track record of meeting or exceeding key metrics
  • Highly organized with excellent written and verbal communication skills able to present at all levels of an organization, including dealing directly with key decision makers or the executive level
  • Experience in Hubspot and proficient in Microsoft Office Suite

Compensation: $85,000-$95,000 salary + 18% bonus

Working at Take Command

We’re excited to build a team and culture that reflects our values! We offer competitive pay and health benefits to share with this position. Benefits do not apply to 1099 contract positions

  • A generously funded ICHRA for medical, dental, and vision premiums and medical expenses. You get to use our own product and we think that’s so exciting and rare!
  • Unlimited personal vacation in addition to regular company holidays
  • 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff!
  • Access to LinkedIn Learning
  • We have two beautiful offices in Richardson, Texas (City Line) and Austin, Texas (Holly Commons). The kitchen is well-stocked and we've designed the space to have lots of different areas to work--lounge on the couch, stand near your colleague at a kiosk desk or hole up in one of our phone rooms!
  • Paid parental leave for new parents
  • Flexible on where you work – we hope to see you around the office on average 3 days a week especially when white-boarding or building relationships with your colleagues, but you also have the ability to work from home or wherever you'd like when you need to get focus work done.

More About Us

We secured our Series B funding in 2023 and are thrilled to be able to expand our team. Despite being a small startup in a land of health insurance giants, we’re the recognized industry leader for what we do (health insurance reimbursements) and passionate about bringing it to market because we know we can help fix a broken system and improve our clients’ wellbeing and health outcomes.

We’ve been featured in The New York Times, The Wall Street Journal, The Dallas Morning News, and other national healthcare publications and are excited about our growth opportunities.

Take Command knows diversity and inclusion among our teammates is integral to our company’s success and growth. Our vision is to recruit, develop, and retain the best team from a diverse candidate pool.

This has mostly been about us, but we’d love to hear from you--we can’t wait to hear your story!

*Take Command is an equal opportunity employer! We celebrate diversity and are committed to creating an inclusive environment for all employees.