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Lyric HCM

Account Manager

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Description

Client Success Associates work alongside Widget's experienced team of Client Success Managers to fully engage the client at all levels and execute specific initiatives designed to maximize business value for our clients. These clients span across all industries that are looking for great new Widgets. This position interacts with clients that do not have an assigned CSM as well as working with the individual CSMs to help them execute specific tactics and initiatives for larger, CSM owned accounts.


  • Ensure overall client satisfaction of new and existing clients
  • Proactively engage Clients to support and drive adoption and usage of specific products and features within the Phreesia solution, ensuring maximum business benefits for the Client
  • Act as both the Subject Matter Expert and product Super User for the existing Client base
  • Grow Clients' depth of understanding by providing training and/or mentoring on new and existing features
  • Conduct preventative account maintenance activities with Clients based on product usage trends and key performance indicators
  • Input and maintain the Phreesia CRM with up to date communications, conversations and correspondence with clients
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