PatientNow · 2 days ago

Client Success Manager, Payments

United States

Full-time

Remote

Mid Level

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Responsibilities

Manage a diverse portfolio of customers using payment solutions, cultivating strong relationships to drive increased product and payment adoption.

Act as a Subject Matter Expert (SME) to support the Client Success team, equipping them with the knowledge to foster organizational payment adoption.

Introduce Integrated Payments to key strategic accounts, increasing payment attach rates and overall engagement.

Provide best practices, content, and guidance to the assigned customer portfolio to optimize their use of payment solutions.

Participate in team-wide training initiatives, demonstrating a growth mindset and leadership by example.

Identify at-risk payment scenarios and create strategies to mitigate potential churn through proactive intervention.

Conduct regular business reviews via scheduled and proactive phone outreach, ensuring ongoing customer success and satisfaction.

Document all customer interactions in ChurnZero and Salesforce, maintaining accurate and up-to-date account information to manage the portfolio effectively.

Stay informed on the latest updates to PatientNow software and industry trends to provide the most relevant insights to customers.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer-facing experiencePayment processingChurnZeroEMR softwarePractice Management softwareProfessional phone etiquetteTeam accountability