Client Success Manager, Payer Retrieval

Accountabilities

• Lead the client relationship and ensure customers receive high-quality project delivery, responsive service, and effective ongoing support.

• Coordinate, track, and report on all aspects of customer projects, particularly those involving healthcare data retrieval and risk adjustment.

• Organize and facilitate the work of cross-functional project teams, collaborating with data integration, coding management, engineering, sales, and executive stakeholders.

• Maintain clear communication across internal teams and customer stakeholders through regular meetings, status updates, daily, weekly, and quarterly reporting, and information sharing.

• Own customer operations project management processes, tools, documentation, reference materials, and cross-functional workflows.

• Monitor project performance throughout the full lifecycle, identifying risks, tracking progress, and ensuring successful delivery against customer expectations.

• Identify, analyze, and resolve customer issues, coordinating escalations and solutions with sales and relevant internal teams.

• Prepare final client reports, presentations, and project outcome summaries, coordinating results delivery with the sales team.

• Identify and implement process improvements that enhance operational efficiency, project quality, and alignment with organizational goals.

• Partner with engineering teams to identify, prevent, and resolve software issues that affect customer projects.

• Build and maintain strong relationships with multiple client stakeholders, supporting customer satisfaction, retention, and long-term success.

• Lead effective project meetings by managing logistics, preparing agendas, documenting decisions, and following up on action items.

Requirements:

• 3–5 years of experience in client success, account management, or a related customer-facing role.

• Project management experience is preferred, including the ability to coordinate cross-functional teams and manage multiple projects simultaneously.

• Bachelor’s degree or equivalent practical work experience.

• Knowledge of the healthcare industry, including payment models, risk adjustment, medical coding, physician workflows, and/or electronic health record (EHR) systems.

• Familiarity with healthcare data systems, formats, and processes, with the ability to communicate effectively about technical topics.

• Advanced Excel skills; familiarity with SQL queries is preferred.

• Excellent written and verbal communication skills, with the ability to present complex information clearly to different audiences.

• Strong presentation and meeting facilitation skills, including preparing agendas, managing logistics, recording meeting notes, and coordinating follow-up actions.

• Proven ability to build rapport with clients and manage relationships across multiple stakeholder groups.

• Strong analytical skills and curiosity, with the ability to connect information from multiple data sources and identify meaningful insights.

• A proactive, action-oriented approach, with a strong sense of urgency and a commitment to resolving issues efficiently.

• Excellent organizational skills, attention to detail, and the ability to prioritize competing demands while delivering consistent results.

• A collaborative mindset, professional demeanor, and willingness to learn, adapt, and take on new responsibilities in a fast-moving environment.

• Must be authorized to work in the United States. Employment visa sponsorship is not available for this position.

• Depending on client requirements and applicable policies, post-offer health screenings and proof of vaccination may be required. Requests for exemptions are reviewed individually in accordance with applicable requirements.

Benefits:

• Estimated total cash compensation: $108,000–$130,000 USD, with individual compensation depending on job level, responsibilities, skills, and experience.

• Full-time, regular employment.

• Opportunity to contribute to innovative healthcare technology and data collaboration initiatives.

• Collaborative, high-performance working environment focused on customer success and meaningful healthcare impact.

• Opportunity to work across healthcare, technology, data integration, and project management functions.

• Specific details regarding health insurance, retirement plans, paid time off, and other individual benefits were not provided in the job posting.