Client Success Manager

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CBORD

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Description

• The core role of a CSM at Transact Campus Inc. & CBORD is to ensure our clients understand the measurable value our solution delivers to their hospital operations. • Client Success Managers work with clients from post-implementation through renewal, building and executing strategies for outcome-driven engagement and quantifying value delivery for our healthcare customers. • Our CSM II manages a book of business that includes a high percentage of Middle Market accounts, requiring some tactical approach but deeper customer knowledge and account strategy. • Proactively inquire and address challenges they are facing that’s preventing them from achieving their goals. • Create and deliver Business Reviews (on-site and over the phone) to share the quantitative value our solutions are delivering to our clients, generating discussions with key stakeholders and decision makers about their progress and challenges. • Advise and educate through best practices and performance benchmarking.

Requirements

• Bachelor’s degree from a 4-year accredited college or university • 2-4 years in an Account Management, Relationship Management, Customer Success, or Strategist role, preferably at a software/SaaS/technology provider • Skilled at building lasting relationships with customers and providing superior value and follow up. • Excellent presentation, written and oral communication skills. • Occasional travel (0-10%); will partner with AE to coordinate. • Adaptable to frequent change • Strong technical aptitude • Ability to learn quickly, multi-task, and handle complex matters with no supervision and with excellent communication. • Experience in hospital operations solutions is a HUGE plus. • Intermediate/advanced knowledge in Word, Excel, Power Point and Outlook.