Client Success Manager (CSM) Remote

Remote Full-time
Client Success Manager (CSM) Remote
CX

We're looking for a Client Success Manager (CSM) to be responsible for seamless client onboarding, driving adoption, and building relationships and references across hospice account organizations nationwide.Read More

BetterRX is a growing software-as-a-service (SAAS) company in the healthcare industry looking for a Client Success Manager to join our Client Experience Team!

In this highly visible role, you will be responsible for seamless client onboarding, driving adoption, and building relationships and references across hospice account organizations nationwide. You will work closely with valued clients and internal cross-functional teams across the BetterRX organization. You will be a key contributor in sustaining high client satisfaction, retention, and our reputation for excellence.

We are a people-obsessed company on a mission to end needless suffering caused by medication delays through innovative software solutions that connect every member of the patient’s care team.

Ideal Candidate

You are self-motivated, detail-oriented, accountable, poised under pressure, and driven by delighting (even the most difficult) customers. You are known as a team player, strategic thinker, and trusted advisor. You have a gift for clear, concise communication (both written and verbal) and love analyzing data to identify improvement opportunities and achieve goals.

Primary Responsibilities
• * Serve as the primary contact and ‘owner’ of 30-40 assigned accounts, responsible for ensuring account health and retention.
• Support successful onboarding with all new clients within 30-60 days of the signed agreement, including on-site training if needed.
• Identify and build trusted relationships with decision makers and other key contacts throughout each account’s lifecycle to proactively anticipate changing needs and mitigate retention risk.
• Prepare and present Quarterly Strategy Reviews with decision makers in-person or remotely to review performance, ensure they have clear understanding of BetterRX value , software and benefits, increase software adoption, and follow best practices to improve their existing processes and KPIs.
• Identify and anticipate risks early and execute mitigation plans timely in partnership with leadership and cross-functional teams
• Maintain accurate HubSpot data , account plans, health scores, and renewal forecasts
• Provide Tier 2 support for any inbound client questions or reported issues across all accounts.
• Support the Director of Client Success with establishing, meeting, and exceeding client metrics.
• Provide exceptional customer service.

Skill Requirements
• * Energetic, organized, meticulous follow up, excellent communication skills
• Ability to build lasting relationships with various personality types
• Strong ability to think critically and probe deep to identify concerns and problem solve
• Excellent writing skills, comfortable speaking in front of clients (especially C-Suite), easily approachable, strong presentation skills
• Technical aptitude to simplify and concisely communicate with clients about software capabilities and enhancements
• Professional and calm in working with difficult or upset clients
• Self-driven and motivated with a desire to succeed in a fast-paced, changing environment, proficient with MS Office (e.g., Word, Excel, PowerPoint)

Other Requirements
• * 3-5 years Client Success or Account Management experience
• Ability to work 100% remote
• Up to 40% travel
• Ability to travel for internal company retreats (twice annually)
• BS Degree or equivalent experience preferred

Benefits
• * 100% Remote Environment experience
• Medical, Dental, Vision, Accidental, Gap, Hospitalization insurance
• Company paid: Short Term Disability, Long Term Disability and Life Insurance
• 401k Match after 1 year of tenure (4%)
• 3 weeks of PTO
• Closed for 15 Holidays (Includes Birthday and Volunteer Day)
• 5 Wellness Days

Job type: Full time

Salary: $75,000 - $105,000

Reports To: Director of Client Success

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