Customer Success Representative - Remodel Health

About Remodel Health

Remodel Health is revolutionizing the way employers deliver health benefits—shifting from one-size-fits-all group plans to personalized, cost-effective solutions through Individual Coverage Health Reimbursement Arrangements (ICHRA). Our mission is to transform health benefits to resource organizations with missions that matter, helping them better care for their teams while reducing cost and complexity. By combining innovative technology with high-touch service, we empower employers to offer benefits that truly meet the needs of their people.

As an organization founded on faith-based principles, we started out serving mission-driven employers such as churches, Christian schools, and faith-based nonprofits. With growing momentum in the market, our reach has expanded to include private-sector employers and small businesses looking for more sustainable and flexible solutions.

We replace outdated models with individualized plans that simplify administration, reduce costs, and align with employee needs. With a team that values collaboration, efficiency, and results, we help customers navigate change with confidence and clarity.

Backed by leading investors and trusted by a growing number of employers, brokers, and payors nationwide, Remodel Health is leading a category-defining movement in employer-sponsored healthcare. As market demand accelerates and regulatory support grows, we are uniquely positioned to drive the next chapter of innovation in health benefits—while staying grounded in our commitment to serve with care, purpose, and excellence.

Our team is collaborative, intentional, and prioritized. We care deeply for our customers and passionately believe there is a better way for employees to receive health benefits from their organization. Learn more about who we are here!

Why Remodel Health?

• Lead in a High-Growth, Disruptive Market
  Join a company at the forefront of the ICHRA movement—one of the most promising shifts in employer-sponsored healthcare—backed by strong investor conviction and market momentum.
• Build in a Category-Defining Company
  Help define not just a product, but a whole category. Remodel is uniquely positioned to influence the future of health benefits, with a differentiated model and growing traction across key stakeholders.
• Collaborate with a Visionary, Values-Driven Team
  Work alongside a leadership team deeply committed to innovation, impact, and humility—where open-mindedness, creativity, and mission-driven thinking guide strategic decisions.
• Drive Real-World Impact at Scale
  Your work will directly contribute to helping real people—families, small business owners, and employees—access better health coverage options that fit their lives.

Role Summary

As a Customer Success Representative (CSR) at Remodel Health, you will play a vital role in ensuring a smooth, proactive, and value-rich experience for our clients. You will be the go-to support for organizations and their employees, helping them navigate our healthcare platform, manage renewals, and get the most from their health benefits.

This role combines relationship management, customer support, and solution-focused problem-solving. You’ll work closely with internal teams and external stakeholders to drive client satisfaction, engagement, and retention.

Key Responsibilities

• Serve as a dedicated support contact for clients and their employees, ensuring prompt resolution of questions and issues.
• Guide organizations through open enrollment and renewal processes, assisting with applications and system navigation.
• Collaborate with Sales, Implementation, and Product teams to ensure successful onboarding and continued engagement.
• Conduct regular check-ins and communications to reinforce value and drive adoption of platform features.
• Monitor client health and flag risk indicators to management with recommended next steps.
• Accurately document interactions and updates in CRM tools (e.g., Salesforce, ChurnZero).
• Contribute to process improvement initiatives and knowledge-sharing within the Customer Success team.
• Support achievement of departmental renewal goals through customer engagement and retention efforts.
• Participate in special projects or cross-functional tasks as assigned.

Qualifications

• 2–4 years of experience in Customer Success, Client Support, Account Management, or Customer Service roles.
• Excellent written and verbal communication skills with a high attention to detail.
• Strong problem-solving abilities and a proactive, self-starter mindset.
• Familiarity with CRM platforms and communication tools such as Salesforce, Google Suite, Zoom, and Slack.
• Ability to juggle multiple tasks and prioritize in a fast-paced environment.
• A team player with a heart for service and a positive, growth-oriented attitude.

Preferred Attributes

• Health & Life License (or willingness to obtain).
• Background in healthcare, insurance, or SaaS industries.
• Understanding of employer-sponsored health benefits or individual coverage.

Education

• Bachelor’s Degree required.

Why Join Remodel Health?  

• Generous PTO and paid holidays
• 401(k) with match
• Sabbatical PTO after 5 years
• A mission-driven culture that truly values people
• Work in our vibrant downtown Indianapolis office (with WFH Fridays)

This is an in-office position in downtown Indianapolis four days/week, with work from home Fridays.