Client Success Manager (Client Management II) - REMOTE
Indexed description
A high-growth and profitable company, we help caregivers harness data for human health. We also honor and respect the needs of our Net Health family and staff, which is why we offer a work-from-anywhere environment and unlimited PTO. Our welcoming and collaborative culture paired with progressive benefits makes Net Health the ultimate career home!
As a leading-edge SaaS company in healthcare, we deliver solutions that help patients get better, faster, and live more fulfilling lives. Our software and predictive analytics cover the continuum of care, from hospital-to-home, across various medical specialties. Come join us and start the next chapter of your exciting career while helping others to live better lives.
World-Class Benefits That Reflect Our World-Class Culture.
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Job Overview
The Client Success Manager (CSM) is a developing client success professional who manages a moderate portfolio with growing independence. The CSM owns day-to-day client relationships and standard success motions, driving adoption, satisfaction, and retention, while deepening product and healthcare-domain fluency and escalating complex or strategic matters as needed.
Key Responsibilities
- Independently manage a moderate portfolio of clients across the full post-implementation lifecycle. (At-large SMB/mid-market up to enterprise segments)
- Serve as the primary point of contact, driving adoption and satisfaction through proactive engagement, training, and support.
- Conduct standard business reviews and strategic check-ins with client stakeholders.
- Monitor client health data to identify risks and opportunities; resolve routine issues and escalate complex ones.
- Surface upsell and renewal signals and support renewal preparation in partnership with Sales.
- Collaborate across Support, Product, and Implementation to advocate for client needs.
- Maintain accurate records of client interactions and status in the CRM.
- Serve as an adjunct to the CSM team to support RCM/billing needs.
- Bachelor’s degree in Healthcare Administration, Business, Information Systems, or a related field — or equivalent experience.
- 3+ years in client success, account management, or healthcare software PLUS 3+ years in healthcare revenue cycle management preferably using Optima Direct Bill.
- Solid understanding of healthcare operations and EHR systems.
- Strong communication, relationship-building, and problem-solving skills.
- Ability to manage multiple clients and priorities in a fast-paced environment.
- Experience with CRM tools (e.g., Salesforce) and customer success platforms is a plus.
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