Customer Success Manager - Strategic

Yesterday

Apply Now

Receive Emails with Similar Jobs

Rectangle Health

WebsiteLinkedInAll Job Openings

Patient Payments • Individual Member Premiums • Practice Management Bridge • One Integrated System • Electronic Signature Capture

201 - 500 employees

Founded 1993

⚕️ Healthcare Insurance

☁️ SaaS

💳 Fintech

💰 Private Equity Round on 2021-11

Description

•The role of the Customer Success Manager (CSM) will focus on supporting and accelerating revenue growth, including upselling and cross-selling opportunities, in an exclusive portfolio of high value clients. •The CSM plays a critically important role in both client retention and revenue growth. •As a member of the Customer Success team, you will become the Trusted Advisor for your assigned portfolio and build strong relationships with your clients both onsite and remotely. •High EQ is a must, with helping the customer meet their business objectives paramount for success in this role.

Requirements

•A bachelor’s degree in a related field and three to five years of Customer Success or Strategic Account Management experience and/or equivalent combination of education and experience is preferred. •Demonstrate understanding of payment card industry terminology, practices, and procedures. •Demonstrate understanding of the revenue cycle management process and how it pertains to the business operations of healthcare practices. •Understand and demonstrate the proficiency of our proprietary software, Practice Management Bridge over time •Display effective communication, presentation skills and the ability to influence key-decision makers. •Ability to manage multiple client initiatives with a strong attention to detail and follow through on behalf of clients. •Demonstrate the ability to compile and analyze data, including strategic sales volume and revenue forecasting based on expansion and/or upsell opportunities within defined portfolio. •Responsible for developing client-facing project plans, coordination of internal resources and team(s) to meet client commitments and manage and report risk to revenue based on any delays in the project plan. •Expect on-site travel of 25% - 35% to support key client relationships, projects and/or needs.

Benefits

•Competitive health, dental, and vision benefits •Guardian Hospital Indemnity coverage •Life & LTD •401(k) matching up to 3%