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