Key skills
AIGenerative AISalesforceCRMProject ManagementSales
About this role
Role Overview
- Focus on maximizing client satisfaction and value by analyzing client data, identifying areas for improvement, and implementing initiatives to improve our client success process
- Report to the Senior Manager, Client Optimization
- Develop and execute comprehensive strategies to improve client retention, engagement, and expansion by identifying key metrics and success factors
- Leverage customer data to identify trends, pain points, and opportunities for optimization, providing actionable insights to the Client Success team
- Build relationships with client stakeholders, addressing concerns, and identifying potential upselling or cross-selling opportunities
- Implement process improvements within the client success function to streamline operations and enhance efficiency
- Track client success metrics, identifying areas for improvement, and reporting on progress to senior management
- Work with other departments like sales, marketing, and product development to ensure seamless customer experience
Requirements
- Up to 25% travel required
- Bachelor's degree is beneficial
- 10+ years' experience in revenue cycle with emphasis on Patient Access within the healthcare industry
- 7+ years' experience partnering with Epic enterprise providers
- Provider-based background recommended
- Healthcare Project Management or Consulting experience
- Epic proficient
- Proficient in Generative AI tools such as Co-Pilot and ChatGPT
- HFMA, CRCR beneficial
- Excellent skills with Salesforce or a similar CRM
- Holistic, big-picture perspective with the ability to resolve issues
- Team Player, able to collaborate across groups and learn from others
- specifically sales, marketing, product, support and implementation
- Flexible in working with changing needs of organizations
Benefits
- Great compensation package and bonus plan
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote, hybrid or in-office
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays