Client Success Executive I

Job Summary

The Client Success Executive I (CSE I) is a client-facing role focused on supporting client satisfaction and retention through foundational revenue cycle management, analytics support, and relationship-building. This role partners closely with more senior Client Success Executives to manage client needs while developing expertise in healthcare revenue cycle operations, compliance, and client engagement.

Major Responsibilities/Activities

• Manage assigned client accounts within a defined scope, exercising judgment in prioritizing client needs and deliverables.
• Manage day-to-day activities for assigned client accounts with increasing autonomy, demonstrating ownership and accountability for accounts and deliverables.
• Communicate respectfully and effectively while independently managing and resolving client escalations, requesting additional support from leadership when necessary.
• Prioritize timely and effective responses to client and internal requests while continuously incorporating feedback, coaching, and peer guidance to improve performance.
• Lead the assigned Point-of-Delivery (POD) by facilitating meetings, helping prioritize weekly tasks, and partnering with internal teams to ensure follow-through on initiatives.
• Partner with senior Client Success Executives to support client satisfaction, retention, and performance outcomes.
• Analyze revenue cycle and operational data to identify trends, risks, and improvement opportunities.
• Prepare for and participate in client meetings, performance reviews, and follow-up activities.
• Collaborate cross-functionally to align internal teams with client goals and expectations.
• Maintain accurate and up-to-date documentation of client strategies, risks, and action plans.
• Participate in onboarding and implementation activities for new client engagements.
• Develop healthcare revenue cycle, compliance, and industry knowledge through training and on-the-job experience.
• Perform other duties as assigned.