Client Success Manager

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PurpleLab

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

⚕️ Healthcare Insurance

🤖 Artificial Intelligence

💊 Pharmaceuticals

Healthcare Insurance • Artificial Intelligence • Pharmaceuticals

PurpleLab is a healthtech company with a mission to make healthcare speak a single unified language to drive better outcomes. Their no-code healthcare analytics platform, HealthNexus™, empowers life sciences, payers, providers, and other stakeholders with real-world evidence to address conventional and emerging challenges swiftly and cost-effectively. PurpleLab enables precise identification of healthcare practitioners and organizations, facilitating targeted campaigns and performance measurement, thus enhancing healthcare outcomes.

📋 Description

• Onboard new clients after project kickoff. • Confirm project timelines, assigned team members, and required documentation. • Gather project requirements, intake forms, and supporting materials. • Guide clients through the onboarding process and ensure all prerequisites are completed. • Serve as the primary point of contact for clients throughout the project lifecycle. • Manage client-facing email threads and communication channels. • Respond to client inquiries professionally and within established response times. • Set expectations clearly and keep clients informed of project progress. • Escalate concerns or challenges when necessary. • Schedule and coordinate project meetings. • Track project milestones, deliverables, and deadlines. • Monitor project progress and proactively identify potential delays. • Follow up with internal teams to ensure commitments are met. • Maintain accurate project records and status updates. • Act as the bridge between clients and internal teams. • Filter and organize client requests before routing them to the appropriate team members. • Attend meetings, document action items, and ensure follow-through. • Help maintain accountability while fostering strong internal working relationships. • Maintain organized project documentation and communication records. • Track action items, decisions, and next steps. • Ensure project information remains accurate and accessible. • Support process improvements that enhance the client experience.

🎯 Requirements

• 3+ years of experience in Client Success, Account Management, Client Services, Project Coordination, or a similar client-facing role. • Exceptional written and verbal English communication skills. • Warm, professional, and customer-focused communication style. • Strong organizational and scheduling abilities. • Ability to manage multiple projects and competing priorities simultaneously. • Strong attention to detail and follow-through. • Ability to remain calm and professional under pressure. • Comfortable managing client expectations and difficult conversations. • Self-directed and highly accountable in a remote work environment. • Strong problem-solving and relationship management skills. • Experience in design, hospitality, construction, real estate, architecture, or agency environments (Nice to Have). • Familiarity with short-term rentals or property-related industries (Nice to Have). • Experience with Matterport, 3D scanning technology, or project intake systems (Nice to Have). • Experience using Airtable, Motion, or similar project management tools (Nice to Have).

🏖️ Benefits

• Reliable high-speed internet connection. • Personal laptop or desktop computer. • Quality headset for meetings and client calls. • Dedicated workspace free from distractions and background noise.