Enterprise Client Success Manager

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🕒 2 days ago

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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

• 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

🎯 Requirements

• 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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