Client Success Manager (Client Management II) - REMOTE
$66,400–$83,000 year
Remote
Job Summary
Independently manage a moderate portfolio of clients across the full post-implementation lifecycle, serving as the primary point of contact to drive adoption and satisfaction through proactive engagement, training, and support. Conduct standard business reviews and strategic check-ins with client stakeholders while monitoring health data to identify risks, resolve routine issues, and escalate complex matters. Surface upsell and renewal signals to support renewal preparation in partnership with Sales, and collaborate across Support, Product, and Implementation to advocate for client needs. Maintain accurate records of client interactions and status in the CRM, and serve as an adjunct to the CSM team to support RCM/billing needs. This role requires a Bachelor's degree and 3+ years in client success or healthcare revenue cycle management, with a salary range of $66,400.00 - $83,000.00 USD plus up to $32,000 OTI.
Required Qualifications
- Bachelor's degree in Healthcare Administration, Business, Information Systems, or a related field
- 3+ years in client success, account management, or healthcare software
- 3+ years in healthcare revenue cycle management
- Experience using Optima Direct Bill
- Solid understanding of healthcare operations
- Solid understanding of EHR systems
- Strong communication skills
- Strong relationship-building skills
- Strong problem-solving skills
- Ability to manage multiple clients and priorities in a fast-paced environment
Desired Qualifications
- Experience with CRM tools (e.g., Salesforce)
- Experience with customer success platforms
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