Client Relationship Manager – Health

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

📋 Description

• Collaborate with the Regional Sales Director and internal teams to cultivate strong client relationships, guarantee satisfaction, and drive account growth.

• Oversee daily client interactions, assist in issue resolution, align on objectives, and implement product enhancements.

• Conduct Client Business Reviews alongside Sales, showcasing return on investment, documenting action items, and strategizing for the future.

• Perform regular Workflow Assessments, which include planning sessions, user shadowing, recommendations, documentation, and leadership presentations.

• Guide clients through the transition from implementation to ongoing account management.

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

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

• Work together with Customer Success to resolve product issues and address performance concerns.

• Assist with contract renewals and contribute to strategies for revenue retention and attrition avoidance.

• Identify opportunities for cross-selling, upselling, and expansion in partnership with the Regional Sales Director.

• Monitor product usage to ensure anticipated return on investment and alignment with client objectives.

• Provide best-practice recommendations and configuration advice to enhance client outcomes.

• Collect and support participation in NPS surveys, utilizing feedback for improvements.

• Maintain client documentation and account insights within Salesforce.

• Achieve all performance metrics and KPIs for assigned accounts.

• Report directly to the Senior Director of Client Services.

⛳️ Requirements

• Bachelor's degree or equivalent experience is required.

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

• A provider-based background is preferred.

• Proficiency in Salesforce is necessary.

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

• Familiarity with the Healthcare Revenue Cycle is essential.

• Ability to collaborate across sales, marketing, product, support, and implementation teams.

• Adaptability to meet the evolving needs of organizations.

• High level of professionalism suitable for client engagements.

• Willingness to travel up to 25-30% is required.

🏝️ Benefits

• Competitive compensation package and bonus structure.

• Medical, dental, and vision insurance coverage.

• 401K matching program.

• Flexible work environment with options for remote, hybrid, or in-office work.

• Generous time off policy including volunteer time off, vacation, sick leave, and 12 paid holidays.

• Initiatives promoting inclusion and authenticity.

• Support for work/life balance.

• Opportunities for professional development.

• Wellness programs available.

• Programs for collaboration and recognition.