Premier Client Success Manager

Office Ally•San Antonio, TX

5d•$55,000 - $65,000•Hybrid

About The Position

We’re looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention.

Requirements

Bachelor’s degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience.
2+ years of related experience and/or training in account management or customer support within healthcare EDI.
Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes.

Nice To Haves

Familiarity with EDI software and systems is a plus.

Responsibilities

Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day.
Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism.
Conduct proactive client outreach based on the schedule outlined by Client Services leadership.
Partner with the onboarding team to ensure a seamless transition for clients.
Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level.
Troubleshoot and resolve issues, including rejected claims and data discrepancies.
Assist clients in optimizing their processes to enhance efficiency and reduce errors.
Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions.
Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues.
Contribute to the development and improvement of both internal systems and processes as well as products.