Customer Success Manager – Engagement Manager

Wolters Kluwer•Chicago, IL

6d•$121,350 - $170,050•Hybrid

About The Position

The Customer Success Engagement Manager plays a high-impact role in managing strategy and product utilization across the Wolters Kluwer Health's Clinical Decision Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing customer outcomes to ensure alignment with the client’s clinical, operational, and strategic goals. They ensure strategic customer relationships are established and strengthened, drive product adoption and ensure utilization goals are achieved to maximize value realization, implementation projects are well-managed, communication plans are effectively designed and executed, and ongoing performance is managed. They work directly with Sales Account Managers to ensure that customer needs are identified and satisfied, that expectations are met and exceeded and that renewals are achieved. Internally, this position contributes to the development of both internal and external best practices, participates in training and onboarding, and mentors teammates in their growth and development.

Requirements

Bachelor’s degree required, Business/Health Administration preferred. Advanced degree or equivalent experience recommended.
4+ years direct healthcare experience preferred
5+ years of experience in SaaS-based customer success, account management, or a related role, with a focus on strategic or enterprise-level customer engagement and value realization
Healthcare Landscape preferred
In-depth knowledge of clinical decision support (CDS) products and is aware of the competition and market differentiators
Deep understanding of the healthcare industry, including medical devices, healthcare regulations, and clinical environments and workflows
Comprehensive awareness of challenges faced by healthcare organizations, such as patient outcomes, compliance, and cost pressures
Remain current on trends, regulatory changes, and innovations in the industry
Act as a thought leader by sharing insights, whitepapers, and case studies with strategic accounts
Excellent project management skills to track large, complex software implementations across multiple customer sites
Familiarity with customer success platforms and CRMs
Data-oriented, consultative approach to promote product utilization with customers
Proven ability to quickly establish rapport with all levels of personnel up to and including C-suite executives
Superb presentation, oral, and written communication skills to effectively engage with C-level executives and cross-functional teams

Responsibilities

Customer Relationship Management
Partner with Sales to build and maintain the health and well-being of assigned accounts, effectively managing customer expectations, and supporting success and renewal
Act as CE liaison for customer executive leadership as it relates to project planning, execution, implementation and utilization efforts
Complete Executive Business Reviews (EBRs) to align on progress, ROI, and future opportunities in collaboration with senior management and Sales
Develop and deliver compelling presentations and facilitate strategic, consultative discussions with key stakeholders
Share best practices and encourage their adoption to maximize product value and outcomes
Design workflows, trainings, and deployment plans to meet unique customer needs
Win support for process and performance improvement plans related to customer success, product development, and service improvements based on strategic account feedback
Work with customers to set utilization goals and benchmark success, leveraging tools (reports, case studies, client references, etc.) to win and maintain customer support
Manage and nurture relationships with key decision-makers and stakeholders across multiple departments (clinical, administrative, and executive levels)
Develop a deep understanding of the strategic account’s goals, pain points, and long-term objectives to align WKH solutions with their needs
Ensure the products deliver measurable value to the customer, while educating decision-makers and stakeholders on the tangible benefits being provided
Build credibility with key stakeholders by delivering valuable insights and expert guidance, positioning yourself as a trusted advisor for strategic discussions and decision-making.
Foster long-term relationships with both internal teams and customers, continuously working to deepen trust and collaboration.
Build a wide network of internal champions for WK products and leverage these relationships to drive product adoption and customer satisfaction
Implementation and Project Management
Understand and uncover customer needs, initiatives, and deployment opportunities
Lead the development and execution of comprehensive customer project plans, including implementation and optimization activities with milestones and goals. This includes ensuring the coordinated execution of tasks across a multi-disciplinary team (Systems Implementation, Customer Support, Enterprise Support, Research & Analytics, Lifecycle Marketing, etc.) and for a variety of activities (access planning, configuration, and execution; training & onboarding; communication plans & digital programs; reporting, etc.)
Assess internal resource needs and requirements for efficient and effective implementation
Report on progress and effectiveness of plans to customer leadership and internal stakeholders.
Identify and monitor potential risks to the customer relationship or satisfaction and proactively trigger escalation paths and develop remediation strategies when necessary
Direct Customer Success Specialists in executing supporting implementation activities, including workflow design, customer configuration, branding & tailoring, and customer training and best practices tailored to the needs of high-value accounts
Ensure plan execution by direct contribution and oversight of assigned team members’ efforts, prioritizing efforts and resources for assigned customer portfolio.
Ongoing Utilization Management
Oversee and analyze customer utilization patterns to identify areas of risk, opportunity, and need
Present insights that showcase how WKH solutions contribute to their goals
Conduct utilization reviews with customer providing actionable insight into product usage and making data-driven recommendations for improvement
Work with customers to re-engineer workflow processes where necessary
Partner with marketing on communication planning including lifecycle marketing, targeted customer communications, and thought leadership campaigns
Identify cross-sell/up-sell opportunities by assessing customer needs and aligning additional products, services, or features that drive value and enhance their experience
Implementation Scoping
Advise sales team in establishing contract terms and pricing for the solution
Collaborate with sales team in reviewing and finalizing implementation scope, timelines, and milestones
Related Duties
Establish positive, collaborative relationships with customer representatives even under difficult or escalated circumstances
Act and communicate professionally as a representative of the CE team
Respond quickly and appropriately to customer questions, needs and requests and coordinate resources to meet those needs