Client Success Account Manager jobs in United States
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Patient Prism ยท 8 hours ago

Client Success Account Manager

Patient Prism is a leader in AI-powered solutions for healthcare practices, and they are seeking a dynamic and relationship-focused Client Success Account Manager to join their team. This role is responsible for onboarding, engagement, and long-term growth of healthcare clients using the Patient Prism platform.

DentalHealth CareInformation TechnologySoftware

Responsibilities

Serve as the primary point of contact for a portfolio of healthcare clients
Lead onboarding and training efforts to ensure successful adoption
Deliver strategic check-ins and QBRs to drive engagement and retention
Solve for potential churn risks prior to escalation
Identify opportunities for upsell and client expansion
Monitor usage data and interpret trends to provide impactful insights
Maintain CRM records (HubSpot) and ensure timely reporting
Collaborate with Sales, Operations, Product, and Marketing teams
Act as the client advocate internally to ensure a seamless experience

Qualification

SaaS Client SuccessAccount ManagementHealthcare backgroundCRM proficiencyCommunicatorTech-savvyProblem-solving mindset

Required

3+ years in SaaS Client Success, Account Management, or similar
Strong communicator with a problem-solving mindset
Tech-savvy and comfortable with CRMs and reporting tools
Proven ability to manage multiple clients and priorities
Experience working remotely in a fast-paced environment

Preferred

Background in healthcare, dental, or multi-location service groups a plus

Benefits

Comprehensive benefits package including medical, dental, vision, 401K and more

Company

Patient Prism

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Patient Prism is a call-tracking and call-coaching platform designed for dental practices.

Funding

Current Stage
Early Stage

Leadership Team

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Amol Nirgudkar
Chief Executive Officer
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Company data provided by crunchbase