• Lead, coach, and develop a team of Client Success Managers (CSMs) • Establish and track operational KPIs aligned to retention, adoption, and execution standards • Conduct regular 1:1s, performance reviews, and structured development planning • Onboard and ramp new CSMs with defined enablement and performance benchmarks • Elevate consultative skillsets, business acumen, and executive-ready communication • Coach CSMs to build strong, multi-threaded relationships, including senior-level stakeholders • Raise the strategic quality and business impact of EBRs/QBRs • Ensure consistent execution of Client Success playbooks across all accounts • Drive adherence to engagement cadence, success planning, and communication standards • Enforce strong Salesforce hygiene and portfolio visibility, including: Client activity documentation, Health score accuracy, Risk identification, Expansion signal tracking • Hold the team accountable for responsiveness, follow-through, and consistency • Identify and implement scalable process improvements • Operationalize advancement priorities defined by the SVP • Develop clear rollout plans for new features, enhancements, and solutions • Ensure CSM readiness through structured enablement • Monitor and report on adoption metrics and execution progress • Oversee portfolio health scoring accuracy and risk visibility • Ensure proactive identification and management of churn signals • Oversee onboarding of new solutions and product expansions • Ensure onboarding frameworks demonstrate early wins and measurable ROI • Manage a small portfolio of key accounts • Serve as primary relationship owner for assigned accounts

• Audit sales reps’ CRM usage to ensure best practices and adherence to processes. • Consistently identify Data accuracy and revenue leakage issues in the CRM on a daily basis. • Serve as the resident CRM expert and provide training and support to new and existing sales reps. • Demonstrate a deep understanding of the CRM reports and dashboards to quickly provide insights to sales mgmt when requested. • Audit CRM activities and follow-ups daily to ensure sales reps are on track and enforce adherence to the WFS process. • Ensure sales board and CRM revenue accuracy and consistency.

• Plan and execute CRM campaigns across Casino and Sportsbook verticals (email, SMS, push notifications, etc.) • Manage promotional calendars including bonus campaigns, free bets, tournaments, gamification mechanics, and seasonal offers • Support full player lifecycle activities (acquisition activation, retention, reactivation) • Build and maintain advanced customer segmentation strategies based on behavioral and transactional data (casino activity, betting behavior, deposit patterns) • Design and execute A/B tests to optimize engagement, conversion, and retention metrics • Monitor daily campaign performance and conduct regular auditing of CRM activities • Track and analyze key CRM KPIs (GGR impact, retention, ARPU, engagement metrics) • Generate reports and provide actionable insights to improve CRM performance across both verticals • Process and prioritize requests from internal stakeholders • Collaborate closely with Product teams during new GEO launches and feature rollouts • Formulate requirements for CRM enhancements and refine existing processes • Work hands-on with CRM automation tools (Optimove, Smartico, Customer.io or similar)

Marigold Health is looking to hire a Director of Partnership Success to manage the end-to-end client lifecycle for payer and provider partners. This includes implementation of contracts, owning relationships with executive leaders of health plans and enterprise provider accounts, driving account growth, and demonstrating value through reporting and regular touch points. We are looking for someone who has experience identifying, building and managing trusted and strategic partner relationships in the healthcare space and specifically with health plans . You will develop and implement a partnership strategy for existing and future accounts and advocate for the needs of the partners across the organization, including feedback to internal teams on client needs and pain points. This person must have experience managing relationships with health plans, an ideal candidate will have worked with Medicaid Managed Care plans in multiple states. About Marigold Marigold Health exists to give every person with a mental health or substance use condition a place to feel heard. We have designed a hybrid peer services program where members have access to certified peers as well as asynchronous support groups. We believe peers, individuals in recovery themselves who have received training to support others, can empower and engage those least likely to interact with current forms of care. Marigold offers a hybrid digital and live solution that helps existing providers enhance recovery support for their patients with substance use disorder while also expanding access for those not currently engaged in treatment. Our program combines holistic 1-1 coaching from a certified peer with 24/7 access to asynchronous support groups to increase activation and recovery capital in patients engaged. The Marigold app leverages cutting edge AI to provide personalized engagement, detect/escalate risks, and tailor care plans to individual needs. This allows us to offer scalable, immediate, 24/7 support for those in need and provides our partners with greater insight into clinical and non-clinical needs of their member population through shared reporting. What You'll Do Build the Function: Own Marigold’s Partnership Success and Implementation functions. Build the implementation, partnership success, and account management structure for the organization. This person should be comfortable overseeing the launch of new partnerships and management of relationships for new and existing customers themselves before building out a broader team as we grow. Implementation : Translating the details of contracts and SOWs for clinical operations and products to ensure smooth partnership implementation. Articulating account specific regular reporting needs to product. Setting up initial milestones + a recurring cadence to checking with the customer. Oversee buildout of initial workflows, trainings, and cadence of peer visits to community provider sites identified by the partner. Gather documents from external partners for internal teams (i.e. billing docs from providers for corporate team, and claims data to do our own analysis). Review Marigold metrics against contract expectations regularly and communicate across teams to ensure contract is satisfied; ensure contractual scope of work is executed appropriately by clinical teams Partnership Management : Build and maintain meaningful relationships with customer partners. Serve as the voice of the customer when communicating needs and priorities to product and data science. Gathering member stories/data to help partners understand the value of our service. Set agendas for partnership meetings, inviting relevant internal stakeholders to present, and leading internal prep; build decks to support monthly/quarterly meetings with plans and providers. Serve as the feedback loop and communication channel between partner/customer and internal teams (Product, Clinical Ops). Work with product and data teams to provide partner perspective in internal roadmap planning and define metrics/reporting for each partnership; ensure integrity of data in all external reporting (critical in markets with multiple paying partners). Lead the production of copy for p co-branded collateral inclusive of member facing text/engagement Reporting, Schedule and Location: This is a full-time opportunity to report to our Principal Advisor, Policy and Partnerships. Most team members work virtually from home and are located on the east coast and internationally. You can work remotely anywhere in the US. Most team members work virtually from home and are located on the east coast and internationally. If you prefer in-person work for any portion of the week, we currently have offices in Delaware and Massachusetts. You should expect to be available during east coast hours. What You Bring 10+ years of experience working in the healthcare/account management space 5+ years working directly with health plans or large provider organizations Must have experience managing health plan partnerships Commercially savvy; can design complex yet clear partnership arrangements and manage the contracting processing effectively Prior experience leading a team/strong people management skills Stays up to date on the healthcare ecosystem, players, regulations, and trends; proactively identifies and qualifies issues as opportunities. Prefer candidates with Medicaid experience. Strategic thinker and self-starter - able to proactively identify opportunities and execute to maximize value for the partners value and drive growth for Marigold Effective relationship builder with both internal team members and external stakeholders, executives, and individuals up and down an organization Solution and outcome oriented; detail oriented and analytical Able to provide clear direction and priorities, taking the lead to resolve problems; keeps themselves and others accountable to timely delivery of commitments Ability to simultaneously manage and prioritize multiple projects and customers, keeping all stakeholders updated on expectations Comfortable in fast-paced and rapidly changing startup environments. Excellent communicator in all form: written, verbal, sync, and async Compensation, Benefits & Culture The base salary range for this role is $140k - $160K , depending on experience. Stock options Comprehensive healthcare coverage, including fully covered premiums for individuals and 50% coverage of premiums for any dependents A $1000 annual dedicated mental health benefit 4 weeks of Vacation time, plus separate sick leave, and company holidays Computer and equipment provided Company travel budget and professional development budget as needed Interview Process After you submit your application, it will be reviewed by the hiring manager and select members of the team. If it seems like we’re a good fit for each other, we will follow up and schedule a 15-30 minute phone call with one of our leaders to get to know you. If we jointly decide to move forward, you can plan to (virtually) attend a 45-60 video interview with a member of the Business Development team. The final stage would be to meet (2-4) other members of the team via video conference for additional conversations about your approach to collaboration, your relevant experience to current projects, and alignment with our values. All in, you can expect the time commitment for this stage to be 3-4 hours of synchronous interaction, scheduled to fit your needs. If you complete interviews, we will provide a decision or clear next step within five business days. We are ready to hire as soon as we find the right candidate. We can’t wait to meet you! More About Our Company Marigold Health is an early-stage, rapidly growing startup providing services for a range of community based mental health and substance use treatment providers as well as national health insurers. We collaborate with eminent investigators at Brown University and Johns Hopkins and have been publicly recognized by the National Institute on Drug Abuse (NIDA) and the American Psychiatric Association. Our program is a combination of 1-1 coaching and 24/7 anonymous chat support groups accessed over phone, SMS, and app/web. On the backend, proprietary natural language processing tools scale our peer workforce by augmenting group moderation, automating patient outreach, and sending sentiment-based “alerts” to coordinate care with other providers. Following strong results from our first clinical studies, we are entering a period of rapid growth, and expect to expand from 2 states today to 12 by this time next year. Our core values are authenticity , candor , and ambition . Inclusion is at the core of what we do. We’re working to bring care to the most underserved and stigmatized patients. We actively welcome applicants from a wealth of different backgrounds (including but not limited to race, gender, educational background, and sexual orientation). We must have diversity on our team and in our mindsets to be successful in moving the needle on the deeply entrenched and systematic challenges we face. Marigold Health is an equal opportunity employer. Questions? Email courtney [at] marigoldhealth.com for more info.