Client Success Manager – Chicago, IL

Client Success Manager

As a Client Success Manager (CSM) you will be responsible for a portfolio of high value accounts.  This includes managing support triage, developing long-term client relationships, connecting with key business executives and developing account plans and strategy. You will establish a working relationship between customers and Client Services and Product teams to ensure product utilization and client satisfaction.


  • Responsible for managing a portfolio of high value accounts.
  • Ensures that critical client issues are managed and resolved effectively.
  • Ensures that critical issues follow support processes and escalation standards.
  • Develop and execute account plans to improve product utilization and the client experience.
  • Communicates client’s goals and represents the client’s interests to the team.
  • Owns the process for outlining and presenting consulting service work to an existing client.
  • Collaborates with the Project Management team and communicates effectively in a group setting.
  • Manage, analyze, and lead sale opportunities for existing customers, with a focus on selling complimentary products within each solution offering
  • Negotiate pricing and contract terms for new opportunities and contract renewals
  • Achieve sales activity and opportunity pipeline metrics that support attainment of revenue goals
  • Continues to grow knowledge within healthcare and finance to stay current with industry trends
  • Reports to the AVP of Client Success Management and provides regular report regarding performance metrics and account status.


  • Bachelor’s degree
  • Proven business skills including the ability to create, maintain and enhance customer relationships
  • 1-2 years of sales experience preferably in healthcare finance, healthcare management consulting, or healthcare business software sales
  • 2-4 years of account management or client success management experience
  • Strategic thinker who connects customer goals with software functionality
  • Plans and carries out responsibilities with minimal direction
  • Excellent written and oral communication skills
  • Ability to effectively communication and present ideas to operational and executive contacts
  • Experience in delivering client-focused solutions based on customer needs
  • Proven ability to manage multiple projects at a time while paying strict attention to detail
  • Willingness to be part of a new and growing sales force at a fast paced organization
  • Excellent listening, negotiation and presentation skills
  • Technical competence (understand software, hardware, networks, etc.)



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