Client Success Manager – Sales and Renewals

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🕒 April 10

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Logo of Accordant

Accordant

201 - 500 employees

Founded 1995

⚕️ Healthcare Insurance

🤝 B2B

Healthcare Insurance • B2B

Accordant is a care management company that provides disease and case management services to members with complex health conditions, offering one-on-one nurse support, proactive monitoring, and digital tools (MyChart integration and a mobile app) as part of health plans. A wholly owned subsidiary of CVS Caremark, Accordant partners with payors and providers to deliver personalized care teams, resource coordination, and evidence-based guidance to help members manage chronic conditions and improve health outcomes.

📋 Description

• Evaluate, standardize, and continuously improve the subscription renewal process to reduce churn and maximize recurring revenue. • Drive completion of client renewals 90+ days from renewal date, ensuring accurate and timely execution. • Maintain high rigor around renewal timelines, contract visibility, and reporting via Salesforce. • Serve as subject-matter expert on renewal processes, ERP products, and policy changes. • Support team members in handling complex renewals, escalations, and client objections. • Drive the team to maximize upsell and cross-sell opportunities within the existing client base across multiple ERP products. • Develop and maintain in-life sales framework and playbooks to ensure scalable account growth. • Monitor KPIs for expansion revenue, renewal rates, churn, and client retention; translate insights into actionable strategies. • Collaborate with executive leadership, data analytics, and Marketing to drive results of campaigns and outreach with identified client opportunities. • Serve as a mentor and coach for team members in client-facing sales interactions, quote generation, and strategic account management. • Ensure alignment of CSM verticals and organizational departments to maximize efficiency of sales motions. • Lead and develop a high-performing team of direct reports, providing guidance, coaching, and performance management. • Build processes, tools, and data-driven reporting to optimize team effectiveness and accountability. • Partner cross-functionally with Sales, Marketing, and Product teams to improve client experience and revenue outcomes. • Ensure consistent communication with senior leadership regarding team performance, strategic initiatives, and client trends.

🎯 Requirements

• 3 + years managing teams in Customer Success, Renewals, or SaaS operations. • 2+ years in client sales roles with a proven track record of consistently meeting quotas • 1 + years in roles directly responsible for relationship management. • Hands-on experience with Sage Intacct, Acumatica, Sage 100 Contractor, or Sage 300 CRE. • Proven ability to build and optimize processes in a high-growth environment. • Salesforce proficiency or similar CRM experience for workflow management and reporting. • Exceptional verbal and written communication skills; comfortable interacting with senior leadership and C-suite clients. • Strong analytical skills; ability to translate data into actionable recommendations. • Ability to navigate ambiguity, prioritize initiatives, and manage multiple strategic projects simultaneously. • Experience designing KPIs and performance metrics for renewal and expansion teams (Preferred). • Formal training in project management, process optimization, or operational excellence (Preferred). • Familiarity with the construction, accounting, or ERP-adjacent industries (Preferred).

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