Client Success Executive II

*This is a remote position - however, candidates must reside in Texas due to business needs.

Job Summary

The Client Success Executive II independently manages a portfolio of healthcare clients, driving client satisfaction, retention, and financial performance through applied revenue cycle expertise, data-driven analysis, and proactive relationship management. This role serves as a trusted day-to-day partner to client stakeholders, exercises independent judgment to address client needs, and collaborates cross-functionally to deliver measurable business outcomes.

Major Responsibilities/Activities

• Manage a balanced portfolio of assigned client accounts with varying service scopes, strategic priorities, and engagement requirements.
• Apply EMS billing and account management knowledge to support client performance, issue resolution, and financial outcomes.
• Resolve client escalations independently, involving leadership when necessary based on impact and risk.
• Proactively identify risks, trends, and opportunities within assigned client accounts.
• Act as a resource to peers by sharing knowledge, best practices, and guidance.
• Demonstrate proactive account management by identifying data-driven trends through client reporting and ensuring follow-through on action plans.
• Demonstrate effective leadership within the designated Point-of-Delivery (POD) and state or territory POD groups.
• Independently manage multiple client accounts and stakeholder relationships, using analysis of revenue cycle, accounts receivable, and operational data to identify trends, risks, and improvement opportunities.
• Lead client meetings, presentations, and business reviews by setting agendas, presenting performance insights, facilitating discussion, and driving alignment on action plans and next steps.
• Communicate relevant compliance and regulatory updates to clients and support implementation as needed.
• Partner with internal teams to coordinate services, projects, and implementation activities.
• Identify opportunities for financial improvement, operational optimization, and value expansion within client engagements.
• Maintain accurate and timely documentation of client interactions, decisions, and deliverables.
• Support contract renewals and ongoing client engagement and retention strategies.
• Perform other duties as assigned.