Client Success Manager

ZeOmega

$80K — $95K *
Plano, TX 75025In-Person
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in Customer/Client Success or Account Management
  • Understanding of health plan operations or experience with care management systems
  • Preferred clinical or technical background
  • Ability to manage complex workflows and multiple key clients
  • Proficient in Microsoft Office Suite, Salesforce, Zoho, Microsoft Dynamics
  • Strong relationship-building skills
  • Exceptional multitasking, organization, and prioritization abilities

Responsibilities

  • Ensure clients achieve their desired business outcomes through proactive engagement
  • Build long-term, trusted client relationships based on understanding their goals
  • Align product value with clients' strategic objectives
  • Serve as a key liaison between clients and Vendor
  • Drive client satisfaction and improve Net Promoter Score (NPS)
  • Proactively address risks and create Client Action Plans
  • Ensure a positive overall client experience

Benefits

  • Hybrid position with 3 days in-office work
  • Engagement in a fast-paced work environment
  • Opportunity to deepen client relationships and impact
  • Structured environment supporting professional development
  • Participation in shaping client success outcomes
Full Job Description
Job Type

Full-time

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%


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