Client Success Executive II

EMS Management & ConsultantsSan Antonio, TX
Remote

About The Position

The Client Success Executive II independently manages a portfolio of healthcare clients, driving client satisfaction, retention, and financial performance through applied revenue cycle expertise, data-driven analysis, and proactive relationship management. This role serves as a trusted day-to-day partner to client stakeholders, exercises independent judgment to address client needs, and collaborates cross-functionally to deliver measurable business outcomes.

Requirements

  • Bachelor’s degree in Business Administration, Healthcare Administration, or a related field.
  • 3–6 years of experience in client success, account management, or healthcare revenue cycle-related roles.
  • Working knowledge of healthcare billing, reimbursement, and regulatory compliance concepts.
  • Strong analytical, presentation, and relationship-management skills with the ability to communicate insights effectively.
  • Demonstrated ability to manage competing priorities, deadlines, and client expectations independently.
  • Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.
  • Candidates must reside in Texas due to business needs.
  • Must be authorized to work in the United States now and in the future; this role does not offer current or future visa sponsorship.

Nice To Haves

  • Experience using Salesforce, Smartsheet, or MS Project, or similar client management and project tracking tools.
  • Experience in EMS or healthcare revenue cycle environments

Responsibilities

  • Manage a balanced portfolio of assigned client accounts with varying service scopes, strategic priorities, and engagement requirements.
  • Apply EMS billing and account management knowledge to support client performance, issue resolution, and financial outcomes.
  • Resolve client escalations independently, involving leadership when necessary based on impact and risk.
  • Proactively identify risks, trends, and opportunities within assigned client accounts.
  • Act as a resource to peers by sharing knowledge, best practices, and guidance.
  • Demonstrate proactive account management by identifying data-driven trends through client reporting and ensuring follow-through on action plans.
  • Demonstrate effective leadership within the designated Point-of-Delivery (POD) and state or territory POD groups.
  • Independently manage multiple client accounts and stakeholder relationships, using analysis of revenue cycle, accounts receivable, and operational data to identify trends, risks, and improvement opportunities.
  • Lead client meetings, presentations, and business reviews by setting agendas, presenting performance insights, facilitating discussion, and driving alignment on action plans and next steps.
  • Communicate relevant compliance and regulatory updates to clients and support implementation as needed.
  • Partner with internal teams to coordinate services, projects, and implementation activities.
  • Identify opportunities for financial improvement, operational optimization, and value expansion within client engagements.
  • Maintain accurate and timely documentation of client interactions, decisions, and deliverables.
  • Support contract renewals and ongoing client engagement and retention strategies.
  • Perform other duties as assigned.

Benefits

  • discretionary bonus plan
  • comprehensive benefit package
  • retirement plan
  • health coverage
  • paid time off
  • other benefits provided in accordance with applicable law
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