Client Success Executive I

Major Responsibilities/Activities

• Manage assigned client accounts within a defined scope, exercising judgment in prioritizing client needs and deliverables.
• Manage day-to-day activities for assigned client accounts with increasing autonomy, demonstrating ownership and accountability for accounts and deliverables.
• Communicate respectfully and effectively while independently managing and resolving client escalations, requesting additional support from leadership when necessary.
• Prioritize timely and effective responses to client and internal requests while continuously incorporating feedback, coaching, and peer guidance to improve performance.
• Lead the assigned Point-of-Delivery (POD) by facilitating meetings, helping prioritize weekly tasks, and partnering with internal teams to ensure follow-through on initiatives.
• Partner with senior Client Success Executives to support client satisfaction, retention, and performance outcomes.
• Analyze revenue cycle and operational data to identify trends, risks, and improvement opportunities.
• Prepare for and participate in client meetings, performance reviews, and follow-up activities.
• Collaborate cross-functionally to align internal teams with client goals and expectations.
• Maintain accurate and up-to-date documentation of client strategies, risks, and action plans.
• Participate in onboarding and implementation activities for new client engagements.
• Develop healthcare revenue cycle, compliance, and industry knowledge through training and on-the-job experience.

Requirements

• Associate’s degree in Business Administration, Healthcare Administration, or a related field.
• 1–3 years of experience in a client-facing, account management, or healthcare-related role.
• Demonstrated ability to analyze information and effectively communicate insights.
• Strong verbal and written communication, time management, and organizational skills.
• Willingness and ability to learn healthcare revenue cycle concepts, analytics, and industry practices.
• Proficiency in Microsoft Office applications and web-based tools.
• Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.

Preferred Education, Skills, & Experience

• Exposure to healthcare billing, EMS, or revenue cycle environments.
• Bachelor’s degree in Business Administration, Healthcare Administration, or a related field.

Pay

Pay range: $70,000 - $90,000 annually, with final compensation based on the candidate’s qualifications, experience, and business needs.

Benefits

Individuals in this role are eligible to participate in a discretionary bonus plan and a comprehensive benefit package, including a retirement plan, health coverage, paid time off and other benefits provided in accordance with applicable law.