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About the role
Key responsibilities & impact- Build and maintain strong relationships with client stakeholders, including operational leaders and executive sponsors such as CFOs, CHROs, and other senior decision-makers.
- Serve as the primary point of contact and strategic relationship manager for assigned accounts and territory.
- Drive customer retention, contract renewals, change orders, cross-sell, upsell, and overall revenue growth within assigned accounts.
- Develop and execute strategic account plans, including stakeholder mapping, risk mitigation, adoption strategies, and whitespace opportunity identification.
- Lead regular client touchpoints, including business reviews, operational reviews, and executive business reviews (EBRs), focused on customer outcomes and long-term partnership growth.
- Partner with customers to understand business goals, operational challenges, and evolving priorities to ensure alignment with Smartlinx solutions and services.
- Monitor customer health, identify risks proactively, and coordinate internal resources to drive issue resolution and customer satisfaction.
- Collaborate with Professional Services, Support, Product, and other internal teams to support successful implementations, adoption, and ongoing customer engagement.
- Maintain accurate forecasting for retention and expansion opportunities, including GRR and NRR performance metrics.
- Prepare and present reporting, insights, trends, action plans, and account updates to both customers and internal leadership.
- Maintain accurate and timely account activity, opportunities, contracts, and customer updates within CRM systems.
- Act as a customer advocate internally, helping influence process improvements, product feedback, and overall customer experience initiatives.
- Support the continuous improvement of customer lifecycle processes, engagement strategies, and account management best practices.
Requirements
What you’ll need- Bachelor’s degree or equivalent professional experience preferred.
- 7+ years of experience in Account Management, Customer Success, Client Services, SaaS, healthcare technology, or related customer-facing roles.
- Proven experience managing and growing complex customer relationships, including renewals, retention, expansion, and executive stakeholder engagement.
- Strong communication and presentation skills, with the ability to build credibility with both operational users and senior executives.
- Demonstrated success managing multiple priorities, navigating complex customer environments, and driving measurable customer outcomes.
- Experience leading strategic account planning, executive business reviews (EBRs), and customer success initiatives.
- Comfortable working cross-functionally across Sales, Product, Professional Services, Support, and Leadership teams.
- Experience using CRM platforms such as Salesforce or similar systems required.
- Strong analytical and problem-solving skills, with the ability to interpret customer data, identify trends, and develop actionable plans.
- Healthcare, workforce management, or SaaS industry experience strongly preferred.
- Ability to operate independently while contributing positively within a collaborative, fast-paced environment.
Benefits
Comp & perks- Medical
- Dental
- Vision
- FSA & HSA
- Life Insurance
- Pet Insurance
- 401(k)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementcustomer successstrategic account planningcustomer retentioncontract renewalscross-sellupselldata analysisrisk mitigationcustomer engagement
Soft Skills
communication skillspresentation skillsrelationship managementproblem-solving skillsanalytical skillscollaborationtime managementcustomer advocacystrategic thinkingadaptability
Certifications
Bachelor's degreeCustomer Success certificationAccount Management certificationSaaS certificationProject Management certificationHealthcare technology certificationSalesforce certificationData Analysis certificationBusiness Analysis certificationLeadership training
