- Location
- Plano, TX
- Workplace
- Hybrid
- Seniority
- Manager
- Source
- Paylocity
Description
Description
The Client Success Manager (CSM) is responsible for ensuring clients achieve their desired business outcomes through strategic, proactive engagement with Vendor’s products and services. This role focuses on building trusted, long-term client relationships by deeply understanding client goals, aligning product value to strategic objectives, and serving as a key liaison between the client and Vendor. The CSM is accountable for driving client satisfaction, improving Net Promoter Score (NPS), and fostering long-term client loyalty by proactively addressing risks, creating Client Action Plans, and ensuring a positive overall client experience.
*This is a hybrid position that requires 3 days in our Plano office.*
Requirements
Experience: 4+ years of Customer/Client Success or Account Management/Client Relations. Understanding of health plan operations or experience with care management systems required. Clinical or technical background preferred. Ability to understand complex workflows and systems. Must be able to manage multiple key clients.
Computer Skills
Microsoft Office Suite - Word, Excel, Power Point, SharePoint; Salesforce, Zoho, Microsoft Dynamics
Other Requirements:
- Enthusiastic relationship builder.
- Able to multitask, organize and prioritize within a fast paced, rigorous environment.
- Able to think strategically and analyze information that achieves results.
- Results-oriented with strong sense of initiative and urgency.
- Flexible, objective and professional.
- Capable of communicating effectively with a variety of personality styles.
- Travel required – average 30%
Our company is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis [“protected class”] including, but not limited to: veteran status, uniform service member status, race, color, religion, sex, sexual orientation, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.
