Client Success Account Executive, CSM

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

VMG Health

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1995

🏥 Healthcare

💼 Consulting

☁️ SaaS

💰 Private equity on 2020-04

Healthcare • Consulting • SaaS

VMG Health is a healthcare-focused consulting firm with three decades of experience that provides advisory, operational, compliance, valuation, and transaction services to healthcare organizations. The firm offers M&A and transaction advisory, valuation advisory, coding audit and compliance, strategy and operational performance consulting, physician enterprise solutions, litigation and dispute resolution support, and specialized expertise in ophthalmology and eyecare. VMG also develops software and analytics products (e. g. , Compliance Risk Analyzer®, FMV-MD®, Intellimarker®) and membership programs to support client performance. The company serves clients across all 50 states, employs 300+ professionals, and recently acquired Community Link Consulting.

📋 Description

• Client Onboarding & Training • Lead client onboarding meetings in partnership with Valuation Team stakeholders • Ensure client accounts are properly configured in SaaS platform, including user access and permissions • Train new clients on SaaS platform functionality and best practices • Coordinate handoff from Sales to ongoing client engagement • Ongoing Client Management & Support • Serve as the primary point of contact for client support requests, resolving directly or escalating as needed • Build and maintain trusted, long-term relationships with client stakeholders • Conduct regular business reviews to evaluate performance, KPIs, and strategic alignment • Communicate SaaS platform updates and changes to clients • Track license renewals and proactively manage retention efforts • Client Advocacy & Growth • Anticipate client needs and proactively identify risks or expansion opportunities • Manage escalations and client concerns in a structured, solutions-oriented manner • Translate client feedback into actionable insights for Product and internal teams • Advocate internally for client priorities and ensure follow-through on commitments • Internal Support & Documentation • Maintain accurate account records and CRM updates • Assist with testing SaaS platform enhancements prior to deployment • Develop and maintain client training materials and documentation • Assisting with sales demos as needed • Assisting with internal team training as needed

🎯 Requirements

• Bachelor's degree or equivalent experience • Minimum two years in client success, account management, or customer support roles of SaaS applications • Strong project management, analytical, and organizational skills • Exceptional interpersonal, written, and customer service skills • Experience presenting • Ability to manage multiple client relationships simultaneously • Proficiency in Microsoft Office (Excel, PowerPoint)

🏖️ Benefits

• Flexible work arrangements