Client Success Manager – Client Management II

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

📋 Description

• Take independent charge of a diverse portfolio of clients throughout the entire post-implementation lifecycle.

• Act as the main point of contact, enhancing adoption and satisfaction through proactive engagement, training, and support.

• Conduct regular business reviews and strategic check-ins with client stakeholders.

• Monitor client health metrics to pinpoint risks and opportunities; address routine issues and escalate more complex challenges.

• Identify upsell and renewal indicators and assist in renewal preparations in collaboration with the Sales team.

• Work alongside Support, Product, and Implementation teams to champion client needs.

• Keep precise records of client interactions and statuses in the CRM system.

• Act as a support resource for the CSM team in addressing RCM/billing requirements.

⛳️ Requirements

• Bachelor’s degree in Healthcare Administration, Business, Information Systems, or a related discipline — or equivalent experience.

• Over 3 years of experience in client success, account management, or healthcare software.

• More than 3 years in healthcare revenue cycle management, ideally with Optima Direct Bill.

• Strong comprehension of healthcare operations and EHR systems.

• Excellent communication, relationship-building, and problem-solving abilities.

• Capacity to manage multiple clients and priorities in a fast-paced setting.

• Familiarity with CRM tools (e.g., Salesforce) and customer success platforms is advantageous.

🏝️ Benefits

• Work-from-anywhere environment.

• Unlimited PTO.

• Comprehensive benefits package.

• Employee resource groups.

• Casual dress code.

• Emphasis on employee wellness.

• Diversity and inclusion initiatives.

• A Voice program.

• Support for new hires.

• Opportunities for career development.

• Educational assistance.

• Employee referral bonus.

• Progressive parental leave.

• Up to $32,000 OTI.