Note: The job is a remote job and is open to candidates in USA. VMG Health supports a nationwide network of clients in the healthcare industry, providing a solutions-oriented approach to client needs. The Client Success Manager will be responsible for onboarding, supporting, retaining, and growing existing SaaS platform clients, ensuring they achieve measurable value from the platform.
Responsibilities
- Lead client onboarding meetings in partnership with Valuation Team stakeholders
- Ensure client accounts are properly configured in SaaS platform, including user access and permissions
- Train new clients on SaaS platform functionality and best practices
- Coordinate handoff from Sales to ongoing client engagement
- Serve as the primary point of contact for client support requests, resolving directly or escalating as needed
- Build and maintain trusted, long-term relationships with client stakeholders
- Conduct regular business reviews to evaluate performance, KPIs, and strategic alignment
- Communicate SaaS platform updates and changes to clients
- Track license renewals and proactively manage retention efforts
- Anticipate client needs and proactively identify risks or expansion opportunities
- Manage escalations and client concerns in a structured, solutions-oriented manner
- Translate client feedback into actionable insights for Product and internal teams
- Advocate internally for client priorities and ensure follow-through on commitments
- Maintain accurate account records and CRM updates
- Assist with testing SaaS platform enhancements prior to deployment
- Develop and maintain client training materials and documentation
- Assisting with sales demos as needed
- Assisting with internal team training as needed
Skills
- Bachelor's degree or equivalent experience
- Minimum two years in client success, account management, or customer support roles of SaaS applications
- Strong project management, analytical, and organizational skills
- Exceptional interpersonal, written, and customer service skills
- Experience presenting
- Ability to manage multiple client relationships simultaneously
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Background in healthcare and/or physician compensation
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