---
title: 'Client Success Manager at Centivo'
canonical: 'https://feeny.ai/job/client-success-manager-centivo-remote-vq5g5g8m08cy'
type: 'job'
last_seen: '2026-09-08'
---

# Client Success Manager at Centivo

- **Company:** Centivo
- **Location:** Remote
- **Compensation:** $75k–$80k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-11
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/centivo/95256bf5-53df-4506-9b4e-5d53e871ff7d

## Job description

We exist for workers and their employers -- who are the backbone of our economy.  That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.

The Client Success Manager (CSM) provides the day-to-day operational support that keeps Centivo's client experience running smoothly. This is an intermediate, client-facing role: the CSM attends and supports client meetings and open enrollment sessions, supporting the Client Success Executive (CSE) who leads the relationship. The CSM partners closely with the CSE to execute the operational work behind renewals, escalations, and ongoing plan administration — resolving claims, benefit, and enrollment issues; coordinating across internal teams and external vendors; and keeping client-facing systems, workbooks, and communications accurate and current. On a smaller book of business, and at leadership discretion, a CSM may hold light day-to-day ownership of a client relationship.

Responsibilities Include:

Client Service & Issue Resolution

- Apply a developed understanding of Centivo's operational functions to support and perform to established service standards for renewals and client service.
- Provide ongoing service and support to the Client Success Executive, partnering across internal and external departments and vendors to resolve claims, benefit, and enrollment issues.
- Record and monitor all inquiries through completion and maintaining the client tracker for each client in their book, keeping the Client Success Executive apprised of status.
- Handle client inquiries and collaborate with claims and member care to resolve them.
- Support tracking and follow-up on member issues, including VIP member issues, in partnership with the Customer Issue Resolutions Team; the Client Success Executive leads remediation strategy on complex or sensitive escalations.
- Enter SRS tickets for Cigna issues and track them through to resolution.
- Elevate client inquiries and concerns to the Client Success Executive and/or the Client Escalations team as appropriate.
- Review HCC notices for accuracy & to ensure they are at the appropriate threshold prior to Client Ops sending them out

Client Administration & Project Coordination

- Execute follow-ups on open items and tasks, including cross-functional tasks related to issue resolution and benefit plan changes; escalate non-movement on open items as appropriate.
- Provide operational support and coordination on client projects, including renewals and terminations.
- Set up and maintain access for reporting tools & employer portals.
- Updating Salesforce when client or broker contact information changes.

Open Enrollment (OE) & Renewal Support

- Attend and support open enrollment meetings (virtual and in-person) as needed; the Client Success Executive leads OE strategy, content, and client messaging.
- Support initial Middle Market OE communications and member portal testing.
- Prepare the renewal confirmation form in conjunction with the Client Success Executive.
- Review SBCs, SPDs and amendments for accuracy prior to sending to the client.

Systems & Data Management

- Enter client-specific information from the MCW into Salesforce, including flagging clients and brokers for marketing blasts and adding applicable details such as check run date, eligibility method, and high-dollar information.
- Maintain the Master Client Workbook and benefit summaries post go-live.
- Send Zakipoint data as required.
- Support reporting ticket requests, run ad hoc reports as appropriate, and provide real-time tracking, live updates, and follow-up; the Client Success Executive reviews reporting before release to ensure alignment with strategic renewal discussions.

Additional Reporting Support

- Prepare client-related reporting and various internal reports in accordance with each client's specific requirements, along with responding to inquiries from internal departments.
- Run claims impact reports.
- Review initial renewing invoices.
- Review plan documents and ID cards for accuracy at renewal.

Qualifications:

Required Skills and Abilities

- Bachelor's degree preferred, or equivalent combination of education and experience.
- 3 years of experience in client service, account management, or operations, within health benefits, insurance, or a related industry (such as PBM); this is an intermediate, client-facing role rather than an entry-level position.
- Strong working knowledge of health plan operations, including claims, benefits, and enrollment processes.
- Demonstrated ability to manage multiple priorities, track detailed work through to completion, and meet deadlines in a fast-paced environment.
- Strong written and verbal communication skills, with the ability to interact professionally with clients, brokers, and internal teams, and to represent operational details clearly in meetings led by others.
- Comfort working across systems (e.g., Salesforce, Plan Manager) and maintaining data accuracy across multiple sources.
- Collaborative mindset with the ability to coordinate effectively across internal departments and external vendors, and to work in close partnership with a Client Success Executive.
- High attention to detail and strong organizational skills.
- Willingness to travel on a minimal-to-moderate basis for open enrollment and client support needs.

Work Location:

- An ideal candidate would be assigned to the Buffalo office with the ability to work from home.
- This position is remote.

Centivo Values:

- Resilient — This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient means we embrace challenges, follow through on commitments, and never avoid something just because it's hard.
- Uncommon — The status quo stinks, so we had to go out and build something better. We know the healthcare system isn't working for members, employers, and providers — so we're building it from scratch, in a way that actually works. Being uncommon means we simplify the complex, focus on efficiency over bureaucracy, and don't dodge the hard conversations.
- Positive — We care about each other. It takes energy to do hard stuff, build something better, and be resilient and uncommon while doing it. Because of that, we give kudos freely, give credit to others, and look for solutions rather than linger on problems. We take care of ourselves so we can take care of each other.

Who we are:

Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com http://centivo.com.

Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

## About Centivo

## Company Overview
- **One-liner**: Centivo designs primary-care-centered health plans for self-funded employers, sold through benefits brokers and consultants, aiming to lower healthcare costs and improve outcomes.
- **Entity Type**: Private (funded)
- **Headquarters**: Buffalo, New York, USA (with an office in New York City)
- **Founded**: 2017
- **Founders**: Ashok Subramanian (CEO)

## Core Business
- **Primary industry/industries**: Healthcare (Health Insurance / Health Plan Administration)
- **Target customers**: B2B; self-funded mid-market and large employers (50+ employees) and the benefits brokers/consultants who serve them.
- **Mission or purpose statement**: To provide people with the healthcare they deserve by building a primary-care-centered health plan that lowers costs and improves outcomes for employers and employees.

## Products & Services
- **Primary-Care-Centered Health Plan**: A self-funded health plan for employers. The model centers on a committed, outcomes-driven primary care team. Every member selects a PCP who acts as a care coordinator, managing referrals and follow-ups to reduce fragmented, expensive care. The plan features $0 primary care, low-cost generics, and no deductibles on many services, making it affordable for employees to use.
- **Virtual Primary Care**: An integrated, PCMH-recognized virtual primary care practice for remote care.
- **Member App**: A simple app for plan usage, with predictable costs and integrated virtual care.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company).
- **Key Metric**: Total Funding (amount not publicly disclosed in search results). The company is funded by private equity and venture capital.
- **Notable Investors/Partners**: Not explicitly named in the provided search results, but the company is backed by private equity and venture capital.
- **Growth Signals**: The company is expanding nationally, with availability in 14 states (California, Colorado, Connecticut, Florida, Iowa, Kansas, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Texas, Washington, Wisconsin). It reports average employer savings of ~15-30% and an average annual employee out-of-pocket cost of $409 (compared to an industry average of $1,650). The leadership team includes a new President & COO, Jim McNary, to accelerate national expansion.

## Competitive Advantages
- **Primary-Care-First Model**: A strong focus on primary care as the central point of coordination reduces unnecessary specialist visits, imaging, and ER use, directly lowering costs.
- **Cost Transparency & Savings**: Employers save ~15-30% compared to traditional fully-insured plans. Employees benefit from $0 primary care, low-cost generics, and an average annual out-of-pocket cost of $409 (vs. $1,650 industry average).
- **Self-Funding Accessibility**: Makes self-funding accessible for mid-market employers (50+ employees) by handling plan administration, network, and care coordination, with stop-loss insurance for catastrophic claims.
- **Curated Provider Network**: Partners with health systems that meet stringent price and quality standards, with a laser focus on primary care.

## Strategic Focus
- **National Expansion**: Actively expanding into new U.S. markets, with a current presence in 14 states. The hiring of a President & COO signals a focus on scaling operations.
- **Product & Technology Development**: Continued investment in its technology platform, including the member app and virtual care capabilities, to improve member experience and operational efficiency.
- **Deepening Broker & Consultant Relationships**: The company is sold through benefits brokers and consultants, indicating a strategic focus on strengthening these partnerships to drive growth.

## Why Work Here
- **Culture**: Described as mission-driven, with a focus on changing the healthcare system. The culture values resilience, positivity, and being "uncommon." Team members are encouraged to speak up and share ideas regardless of title or tenure. The company emphasizes Diversity, Equity, Inclusion, and Belonging (DEIB).
- **Work Model**: Hybrid/remote-friendly. With headquarters in Buffalo and an office in New York City, the company has team members spread across the country. They use technology and regular company-wide "Huddles" to keep everyone connected and engaged with senior leadership.
- **Benefits**: Offers great medical coverage (including the Centivo plan), dental, vision, life and disability insurance, a 401(k) plan, commuting and dependent care FSA, generous parental leave, and time off policies. Team members also have the opportunity to earn bonuses and equity.
- **Career Development**: The company encourages hands-on development and a culture where everyone can speak up and share ideas. They believe in building on existing skills and growing through new experiences.
- **DEIB**: The company has formal processes and programming to support Equity, Inclusion, and Belonging, valuing individuals for their whole selves across all facets of identity.

## Sources
1. [centivo.com](https://centivo.com/)
2. [centivo.com/working-at-centivo](https://centivo.com/working-at-centivo/)
3. [linkedin.com](https://www.linkedin.com/company/centivo)
4. [centivo.com/our-team](https://centivo.com/our-team/)

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