Customer Success Manager

• Serve as a reliable point of contact for day-to-day client support, scheduling coordination, and operational inquiries
• Assist senior client success leaders in executing client success plans, tracking milestones, and ensuring overall satisfaction
• Manage meeting logistics, action items, and documentation following client interactions
• Collect, analyze, and deliver client-specific performance and utilization reports
• Prepare materials for program reviews and client meetings to align with client goals
• Identify and escalate client concerns, ensuring timely resolution and loop closure
• Partner closely with Clinical, Operations, Product, and Quality teams to facilitate seamless service delivery
• Track and communicate updates, escalations, and resolutions across internal stakeholders
• Capture and share client feedback to advocate for client needs internally
• Support client onboarding and orientation in collaboration with the implementation team
• Track service commitments, contract milestones, and renewal timelines
• Maintain comprehensive internal documentation of account activities, client history, and success plans

Client Success Manager

Senior Director of Customer Success

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CRM Marketing Specialist

Customer Success Manager

Director of Client Success – Healthcare Services