Customer Success Executive, Taft-Hartley Labor

14 hours, 30 minutes ago
Full-time
Senior
Customer and Technical Support
Carrot Fertility

Carrot Fertility

Carrot Fertility provides comprehensive global fertility benefits for employers, facilitating access to a wide range of fertility care services, including egg and sperm freezing, IVF, gestational surrogacy, and adoption, while offering personalized sup...

Insurance
251-1K
Founded 2016
$114M raised

Description

  • 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 proactively identifying risks and creating action plans aligned to trustee approval and fund governance cycles.
  • Increase member engagement and program utilization through data-informed recommendations and regular business reviews.
  • Present program value, outcomes, and reporting in trustee-ready and executive-ready formats.
  • Partner cross-functionally with Sales, Implementation, Product, Legal & Compliance, and Member Success to deliver a seamless customer experience.
  • Identify and support expansion opportunities within existing funds in partnership with the Labor Sales team.
  • Build customer success playbooks, processes, and best practices for the Taft-Hartley segment.
  • Develop trusted, multi-threaded relationships across fund stakeholders and maintain account health.
  • Respond proactively to customer questions and requests while navigating labor-market decision-making rhythms.

Requirements

  • Bachelor's degree.
  • 6+ years of professional experience in Customer Success, Account Management, or client services in the benefits, health plan, or healthcare space.
  • Experience working with Taft-Hartley plans, unions, or multiemployer benefit funds.
  • Understanding of trustee governance and how benefits decisions are made.
  • Track record of 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.
  • Enthusiasm for Carrot's mission and interest in a collaborative, friendly, and dynamic team.
  • Existing relationships with fund administrators, third-party administrators (TPAs), or benefits consultants serving the labor market (preferred).
  • Familiarity with collective bargaining cycles and multiemployer fund operations (preferred).
  • Experience with Salesforce or another CRM (preferred).

Benefits

  • Competitive compensation with a starting base salary of $108,000-$130,000.
  • Equity and a comprehensive Total Rewards package.
  • Health and wellness benefits plus retirement savings plans.
  • Short- and long-term incentives.
  • Parental leave and family-forming assistance.
  • Flexible Time Off.
  • A collaborative, inclusive, and values-driven culture.
  • Opportunity to work in a mission-driven, high-growth company.

Interested in this position?

Apply directly on the company website

Apply Now

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