Enterprise Client Success Manager

Emploi pas sur LinkedIn

🕒 il y a 2 jours

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Accordant

Accordant

201 - 500 employés

Fondée en 1995

⚕️ Assurance santé

🤝 B2B

Healthcare Insurance • B2B

Accordant est une entreprise de gestion des soins qui fournit des services de gestion de maladies et de cas aux membres ayant des conditions de santé complexes, offrant un soutien infirmier individuel, une surveillance proactive et des outils numériques (intégration MyChart et application mobile) dans le cadre de plans de santé. Filiale à 100 % de CVS Caremark, Accordant s'associe avec des payeurs et des prestataires pour fournir des équipes de soins personnalisées, une coordination des ressources et des conseils basés sur des preuves afin d'aider les membres à gérer les maladies chroniques et à améliorer les résultats de santé.

Description

• Serve as the primary relationship owner for a portfolio of enterprise-level clients and develop trusted partnerships to understand investment objectives, operational priorities, and value creation strategies • Anticipate evolving needs and identify opportunities for revenue expansion through product and/or service add-ons • Track and monitor client health indicators to ensure high quality experience and long-term retention • Work cross-functionally to identify opportunities to standardize technology, reporting frameworks, and best practices across multiple portfolio companies • Maintain visibility into portfolio activity and proactively engage client base through strategic business reviews • Prepare and deliver regular business reviews with executive stakeholders and portfolio company leadership • Provide strategic recommendations aligned with portfolio growth, operational maturity, and investment timelines • Ensure a seamless transition from implementation to post-live team structure and ensure adoption and retention protocols are in place • Conduct regular cadence check-ins with stakeholders across a portfolio of clients and portfolio companies • Identify opportunities and upsell across an enterprise client book of business ensuring alignment on client business goals and technology • Partner closely with Implementation, Sales, Marketing, and Product teams to ensure alignment of client priorities

🎯 Exigences

• 2+ years of Enterprise or Private Equity Client Success, Account Management, or Relationship Management experience in SaaS, ERP, financial technology, or professional services environments • Experience working with Construction/Real Estate financial workflows with deep industry knowledge of this space • Strong understanding of ERP platforms such as Sage Intacct • Demonstrated experience managing complex client relationships and executive stakeholders • Exceptional written and verbal communication skills with the ability to engage C-suite and investment stakeholders • Strong organizational skills with the ability to prioritize across multiple portfolio clients • Ability to work EST hours M-F • Knowledge of third-party marketplace providers that integrate with Sage Intacct (Payroll, AP Automation, Reporting) • Previous experience developing financial reporting, operational KPIs, and technology standardization across portfolio companies • Familiarity with client health metrics such as NPS, CSAT, and Client Health scoring • Experience working in software / SaaS environments with revenue retention or expansion goals and related metrics • Proficiency with Salesforce or similar CRM platforms • Experience with project management and implementation frameworks

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