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.