Customer Success Consultant
TruBridge
Job Level
Mid-LevelSenior
About the role
- Build strong relationships with clients and the consulting team to assist in managing client engagements
- Leverage project management expertise and communication skills to ensure successful outcomes and maximize client value of products and services
- Partner with a Senior Engagement Manager to assist with major client accounts and ensure best use of products
- Assist in planning and executing client projects, ensuring completion on time and within scope
- Serve as a point of contact for clients, delivering timely and effective communication
- Coordinate meetings and calls with Consulting and client teams
- Attend internal standups, monitor work progress and keep up with project events
- Collate status reports and assist with reporting and ameliorating of risks
- Gather documentation on technical issues, analysis, and solutions and communicate through correct channels
- Collaborate with Product Engineering, Client Success, Support, Sales and Marketing to coordinate client plans and commitments for Professional Services
Requirements
- 4+ years of experience in a project management/client management role within a technical environment such as software development, technical support, or IT consulting
- Experience with financial services/capital markets (strong plus)
- Solid understanding of software development and technical concepts
- Excellent organizational skills and ability to manage multiple projects simultaneously
- Proactive and client-focused approach with strong problem-solving abilities
- Ability to work collaboratively in a team environment
- Expert proficiency in English
