Senior Manager, Strategy & Operations, Client Success

Lantern
New York +1 more
HybridCareer-pivot friendly

Who this role is best for

Candidates with healthcare or employer benefits experience and strategic thinking will find this hybrid role in New York with a high-growth team.

Best fit for

  • Candidates with healthcare or employer benefits experience and strategic thinking will find this hybrid role in New York with a high-growth team.
    — “Experience in healthcare or employer benefits”
  • Candidates who have led cross-functional initiatives and embedded themselves in leadership teams will thrive in this collaborative role.
    — “Partnering with others in Strategy & Operations along with Sales, Marketing, Network, and technology teams”
  • Candidates with a background in investment banking or management consulting will have a strong edge in this strategic and analytical role.
    — “3+ years Investment banking or management consulting background”

How to stand out

  • Highlight experience in embedding within leadership teams to drive execution.
    — “Holding her accountable to execution”
  • Demonstrate past success in designing and managing books of business.
    — “Designing and managing books of business”
  • Showcase your ability to build customer health scores using diverse data sources.
    — “Build a customer health score/model with qualitative and quantitative inputs from a variety of complex sources”
  • Emphasize your track record in project-managing cross-functional initiatives.
    — “Project-manage a variety of cross-functional initiatives”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Partner with CS leadership to help their teams become more effective
  • Establish OKRs and KPIs
  • Build a customer health score/model
Typical background
Experience in Commercial Strategy & OperationsSupport the President and his broader go-to-market function

Skills & requirements

Required

Strategy & OperationsAnnual PlanningPerformance MetricsOperating CadenceCustomer Health ScoreProject Management

Preferred

Commercial StrategyPlanningInsightsProcessToolsData

Stack & domain

StrategyOperationsAnnual PlanningPerformance MetricsOperating CadenceForecastingProcess DevelopmentCustomer Health ScoreProject ManagementClient SuccessCapacity ModelingAccount AssignmentsQuota SettingOperating And Forecasting CadenceProblem SolvingClient LaunchesClient RetentionClient ExpansionRight-handThought PartnerAccountableEmbeddedStrategicOperationalMonitoringReportingMetricsActionableUpsellRenewalsRisksCustomer HealthWhitespaceChurn RiskCommercial StrategyCommercial OrganizationCommercial Leadership TeamSalesMarketingClinicalPartnershipsHealth PlansEcosystem PartnersPlanningInsightsProcessToolsDataActivitiesContract DetailsCustomer Health Signals

About the role

Original posting from Lantern via Greenhouse

About Lantern

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. 

About the Team 

Commercial Strategy & Operations ("CSO") (i.e., Lantern's Revenue Operations team) supports the President and his broader go-to-market function, including Employer Sales, Employer Client Success, Marketing, Clinical and Partnerships (health plans, ecosystem partners). CSO is responsible for Commercial strategy (how we grow), planning (resourcing, goals, compensation), insights (how we're doing and what we need to do differently next week/month/quarter), process (like how we prepare for client meetings), tools (like SFDC and AI tools for Commercial), and data (activities, contract details, customer health signals, and more). 

This role sits within CSO. CSO serves the Commercial organization and partners closely with each member of the Commercial Leadership Team (head of Sales, head of Client Success, etc.).  

Location: NY | USA | Hybrid - 3x in office  

Senior Lead, Strategy & Operations, Client Success

Reporting to the Director of Commercial Strategy & Operations, the mission of the Senior Lead, Strategy & Operations, Client Success is to partner with CS leadership to help their teams become more effective by running annual planning, measuring performance metrics, observing/listening for operational needs, and reducing admin burden. You will be the right-hand and thought partner to the head of Client Success, holding her accountable to execution and embedding yourself in the team to uncover her strategic and operational needs. You will spearhead capacity modeling/account assignments, set quotas, stand up an operating and forecasting cadence, develop and up-level our processes, and solve problems every day to help us scale. Ultimately, your efforts will directly drive successful client launches, retaining our most strategic clients and client expansion. 

Responsibilities:

Be the right-hand to the Client Success leadership team, addressing their various strategic and operational needs 

Shape and directly implement the Client Success strategy & design, including establishing growth targets, segmenting our client base, designing and managing books of business, setting quotas, and developing cross-functional plans that ensure we achieve those targets  

Establish OKRs and KPIs; monitor and report on them regularly; and ensure the CS team can easily access and take action on these metrics 

Stand up the Client Success operating cadence to manage upsell and renewals pipeline, flag risks, devise countermeasures to those risks, and forecast accurately 

Build a customer health score/model with qualitative and quantitative inputs from a variety of complex sources that identify whitespace and churn risk 

Project-manage a variety of cross-functional initiatives that level-up the Client Success organization by partnering with others in Strategy & Operations along with Sales, Marketing, Network, and technology teams

Work closely with leadership to collect business requirements for Salesforce and other data to capture, ensuring these solutions are implemented successfully by your GTM Systems teammates 

Requirements:

5+ years of relevant professional experience  

Deep analytical skills with high attention to detail 

Strategic thinking and ability to articulate long-term value creation, not just operational discipline 

Supreme organization, coupled with persistence to keep following up until things are done and proactively communicate progress  

Gritty, hard working, and able to operate in a dynamic, high-growth environment 

Excellent problem-solving skills and structured thinking when the problem at hand is ambiguous 

Bonus if you have: 

3+ years Investment banking or management consulting background 

Experience in healthcare or employer benefits 

Demonstrated experience in business operations or Client Success  

Demonstrated ability to leverage AI to streamline and improve workflows

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Short & Long Term Disability

Life Insurance

401k with company match

Paid Time Off

Paid Parental Leave

Compensation: $165,000 - $180,000 base pay + annual bonus (depends on location/level/relevant experience)

About You:

You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. 

INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.

You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. 

You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change.

Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. 

You thrive in a Team Environment. Collaboration is key in innovation and creating change.

These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. 

If this sounds like you, we would love to connect to speak further about career opportunities at Lantern.

Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process.

Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Source: Lantern careers (Greenhouse)

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