Client Success Executive – Implementation and Accounts

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $75k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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Medstra

WebsiteLinkedInAll Job Openings

11 - 50 employees

🏥 Healthcare

📦 Logistics

📣 Marketing

Healthcare • Logistics • Marketing

Medstra is a white-label telehealth infrastructure provider that enables entrepreneurs and organizations to launch and scale telehealth brands without owning medical licenses. The platform offers HIPAA-compliant, SOC 2–certified technology for patient intake, identity verification, medical questionnaires, provider network access across all 50 states, and integrated pharmacy fulfillment, plus onboarding and operational support under a Management Services Organization (MSO) model. Medstra focuses on turnkey, scalable B2B solutions for telehealth operators, handling compliance, credentialing, scheduling, and prescription fulfillment.

📋 Description

• Lead onboarding of new clients from contract execution through launch, including kickoff, documentation and timeline management • Manage implementation workstreams across payment processing, pharmacy integration, platform configuration and clinical onboarding • Prepare, submit and manage regulatory and certification applications, including LegitScript, and coordinate responses to reviewer inquiries • Coordinate Engineering, Operations, Compliance and Clinical teams to meet launch milestones • Serve as primary point of contact for an assigned client portfolio • Maintain accurate client pricing, product catalogs and commercial documentation • Resolve client requests related to platform, payment and fulfillment matters • Conduct monthly business reviews covering performance, patient volume, retention and growth opportunities • Drive renewals, service expansion and portfolio retention • Maintain current status reporting for assigned accounts • Develop and maintain implementation standards, client communication protocols and onboarding documentation • Oversee AI-assisted client support tools to ensure quality and appropriate escalation • Report to the Director of Operations

🎯 Requirements

• Bachelor's degree or equivalent professional experience • Two or more years of experience in customer success, implementation or account management within B2B software, healthcare or healthcare services • Ability to manage multiple concurrent client implementations against defined timelines • Experience with regulatory, compliance or financial documentation, such as certifications, merchant underwriting, KYC, licensing or provider credentialing • Strong written and verbal communication skills with senior client stakeholders • Accountability for client retention or renewal outcomes • Proficiency with Slack, Asana or comparable project management platforms, CRM systems such as HubSpot, and Microsoft 365 • Availability to support clients across U.S. time zones • Preferred: Experience in telehealth, pharmacy, healthcare platforms or multi-site clinical organizations • Preferred: Familiarity with LegitScript certification, HIPAA, Business Associate Agreements or high-risk payment processing • Resume and brief statement describing a client implementation or account managed and the outcome achieved • Finalists must complete a structured assessment as part of the interview process

🏖️ Benefits

• Performance incentive tied to implementation and retention objectives • Fully remote work environment • Paid time off and company holidays • Technology and home-office allowance • Professional development • Defined path to client success leadership