Customer Partnership Executive - North

About the role

If you are an energetic, forward-thinking individual with a passion for innovation, we invite you to join our thriving team of more than 750 dedicated professionals. Together, we'll fuel the expansion of our SaaS platform and develop cutting-edge applications that redefine the healthcare landscape.

Responsibilities

• Managing a portfolio of customer accounts, acting as the primary point of contact and trusted advisor
• Building and strengthening long-term customer relationships to drive engagement, retention, and satisfaction
• Conducting regular check-ins, business reviews, and performance discussions to monitor customer health and KPIs
• Supporting product adoption by providing guidance, resolving issues, and ensuring customers realize value
• Identifying and driving renewal, upsell, and expansion opportunities through strategic account planning
• Analyzing customer data, usage trends, and performance metrics to uncover risks and growth opportunities
• Preparing and delivering reports, dashboards, and presentations to support customer decision-making
• Collaborating cross-functionally with Sales, Product, Implementation, and Support to deliver value-based outcomes
• Maintaining accurate pipeline and account data within CRM systems to ensure visibility and forecasting accuracy
• Representing the organization at customer meetings, events, and industry forums, including joint success stories
• Advocating for customer needs internally while proactively mitigating risks and preventing escalations

Requirements

• Bachelor’s degree (or equivalent experience) in Business, Finance, Healthcare, or related field
• Experience in customer-facing roles, ideally in healthcare, SaaS, or revenue cycle environments
• Strong relationship management and communication skills, including engagement with senior stakeholders
• The ability to analyze data and translate insights into actionable strategies
• Proficiency in CRM systems and Microsoft Office tools
• Highly organized, proactive, and able to manage multiple priorities independently