Client Relationship Manager – Health

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee daily client relationships, assist in resolving issues, align on objectives, and implement product improvements.

• Facilitate Client Business Reviews alongside Sales, showcase return on investment, document action items, and strategize for the future.

• Execute regular Workflow Assessments, which encompass planning meetings, user shadowing, recommendations, documentation, and presentations for leadership.

• Support clients during their transition from implementation to continuous account management.

• Collaborate with Support, Product, and Development teams to address service tickets and guarantee a seamless client experience.

• Encourage the utilization of the Customer Community for support inquiries, product updates, knowledge resources, and training opportunities.

• Work together with Customer Success to tackle product challenges and performance issues.

• Assist in contract renewals and play a role in strategies aimed at revenue retention and reducing attrition.

• Recognize cross-sell, upsell, and expansion prospects in conjunction with the Regional Sales Director.

• Track product usage to ensure anticipated return on investment aligns with client objectives.

• Offer best-practice recommendations and configuration advice to enhance client results.

• Collect and promote participation in NPS surveys and utilize feedback to drive improvements.

• Keep client documentation and account insights updated in Salesforce.

• Achieve all performance metrics and KPIs for assigned accounts.

⛳️ Requirements

• Experience in Healthcare Claims is highly advantageous.

• A bachelor's degree or equivalent professional experience is required.

• A minimum of 4 years of experience in the healthcare IT sector.

• A background in provider-based settings is preferred.

• Proficient in Salesforce.

• Conceptual knowledge and some experience with GenAI, CoPilot, or GPT functionalities.

• Familiarity with the Healthcare Revenue Cycle.

• A collaborative team player who can work across various groups and learn from others, particularly in sales, marketing, product, support, and implementation.

• Adaptable to the evolving needs of the organization.

• Possesses a high degree of professionalism suitable for client interactions.

• Willingness to travel up to 30% is required.

🏝️ Benefits

• Competitive compensation package and bonus structure.

• Comprehensive benefits including medical, dental, vision, and a matching 401K.

• Flexible work environment with options to work remotely.

• Flexible time off policies that include volunteer time off, vacation, sick leave, and 12 paid holidays.