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.