Client Success Executive II

Major Responsibilities/Activities

• Manage a balanced portfolio of assigned client accounts with varying service scopes, strategic priorities, and engagement requirements.
• Apply EMS billing and account management knowledge to support client performance, issue resolution, and financial outcomes.
• Resolve client escalations independently, involving leadership when necessary based on impact and risk.
• Proactively identify risks, trends, and opportunities within assigned client accounts.
• Demonstrate proactive account management by identifying data-driven trends through client reporting and ensuring follow-through on action plans.
• Demonstrate effective leadership within the designated Point-of-Delivery (POD) and state or territory POD groups.
• Independently manage multiple client accounts and stakeholder relationships, using analysis of revenue cycle, accounts receivable, and operational data to identify trends, risks, and improvement opportunities.
• Lead client meetings, presentations, and business reviews by setting agendas, presenting performance insights, facilitating discussion, and driving alignment on action plans and next steps.
• Communicate relevant compliance and regulatory updates to clients and support implementation as needed.
• Partner with internal teams to coordinate services, projects, and implementation activities.
• Identify opportunities for financial improvement, operational optimization, and value expansion within client engagements.
• Maintain accurate and timely documentation of client interactions, decisions, and deliverables.
• Support contract renewals and ongoing client engagement and retention strategies.
• Perform other duties as assigned.

Requirements

• Required Education, Skills, & Experience:
  • Bachelor’s degree in Business Administration, Healthcare Administration, or a related field.
  • 3–6 years of experience in client success, account management, or healthcare revenue cycle-related roles.
  • Working knowledge of healthcare billing, reimbursement, and regulatory compliance concepts.
  • Strong analytical, presentation, and relationship-management skills with the ability to communicate insights effectively.
  • Demonstrated ability to manage competing priorities, deadlines, and client expectations independently.
  • Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.
• Preferred Education, Skills, & Experience:
  • Experience using Salesforce, Smartsheet, or MS Project, or similar client management and project tracking tools.
  • Experience in EMS or healthcare revenue cycle environments.

Pay

Pay range: $90,000 - $110,000 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.