Customer Success Executive, Taft-Hartley Labor

Carrot
United States
Workplace: RemoteFull timeUSD 108,000 - 130,000 annuallyFunction: Customer Success & Account ManagementExperience: 6+ yearsEducation: bachelorsSkills: ["Communication","Relationship management","Stakeholder management","Presentation","Problem-solving"]

Own a portfolio of Taft-Hartley and labor accounts as the primary point of contact for fund administrators, trustees, and benefits consultants. Drive retention and renewal outcomes while navigating trustee governance and approval cycles. Increase member engagement through data-informed recommendations and regular business reviews, presenting executive-ready reporting. Build segment playbooks as Carrot’s first dedicated customer success hire for this channel and partner cross-functionally to deliver a seamless experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Carrot
Carrot
3 days ago

Customer Success Executive, Taft-Hartley Labor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Own a portfolio of Taft-Hartley and labor accounts as the primary point of contact for fund administrators, trustees, and benefits consultants. Drive retention and renewal outcomes while navigating trustee governance and approval cycles. Increase member engagement through data-informed recommendations and regular business reviews, presenting executive-ready reporting. Build segment playbooks as Carrot’s first dedicated customer success hire for this channel and partner cross-functionally to deliver a seamless experience.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own a portfolio of Taft-Hartley and labor accounts as the primary point of contact and trusted advisor to fund administrators, trustees, and benefits consultants.
  • •Drive retention and renewal outcomes by proactively identifying risks and building action plans aligned to trustee approval cycles and fund governance.
  • •Increase member engagement and program utilization through data-informed recommendations and a regular cadence of business reviews.
  • •Present program value and outcomes to boards of trustees, benefit committees, and fund consultants via storytelling, reporting, and executive-ready presentations.
  • •Build Taft-Hartley customer success playbooks, processes, and best practices, and partner cross-functionally to deliver a seamless customer experience.
Travel: Low travel

Pay and Benefits

Salary: USD 108,000 - 130,000 annually
Equity and Bonus:Equity
Perks:EquityParental Leave

Key Requirements

  • •6+ years of professional experience working closely with external customers in a Customer Success, Account Management, or client services role in the benefits, health plan, or healthcare space.
  • •Experience working with Taft-Hartley plans, unions, or multiemployer benefit funds and an understanding of trustee governance and how benefits decisions are made.
  • •A Bachelor's degree.
  • •Track record managing complex, multi-stakeholder relationships and projects to deadline across simultaneous workstreams.
  • •Clear, empathetic communication skills and comfort presenting to boards of trustees and executive audiences.
Experience:6+ yearsHealthcareBenefitsHealth plansCustomer success
Education:Bachelor's
Skills:CommunicationRelationship managementStakeholder managementPresentationProblem-solving
Tech Stack:Salesforce

Company Brief

Carrot
I don't have enough info to provide an accurate 30–50 word company description for get-carrot.com. Please confirm if you want me to look up current public info (I can fetch details like size, funding, HQ and a brief).
Industry: HealthTech
Website