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Client Success Specialist

2 months ago

Plano, Texas, United States FinThrive Full time

About FinThrive

FinThrive is at the forefront of innovation within the healthcare sector.

Award-Winning Workplace Culture

At FinThrive, we pride ourselves on our vibrant and committed culture, making it a remarkable place to work. Explore our latest recognitions at

Employee Benefits and Perks

FinThrive is dedicated to enhancing the employee experience by continually introducing new benefits and perks. For the latest offerings, visit

Position Overview

Key Responsibilities

The Client Success Specialist (CSS) is responsible for managing assigned clients and facilitating all customer engagement activities. This role emphasizes ensuring client satisfaction and meeting revenue objectives. The CSS collaborates with various departments including Customer Success, Sales, Support, Implementation, Product Management, Development, and Marketing to address client needs.

Core Duties

  • Leverage tools to proactively monitor and manage client outcomes
    • Gainsight
    • Salesforce
    • FinThrive Analytics
  • Track and evaluate client value metrics
  • Develop account strategies and growth plans
  • Document plans for mitigating risks
  • Provide regular updates regarding client status
  • Ensure client satisfaction and performance metrics
  • Oversee client renewals and revenue assessments
  • Act as a point of escalation for client issues
  • Conduct client reviews and feedback surveys
  • Identify opportunities for operational and process enhancements

Qualifications

  • Bachelor's Degree
  • 3+ years of experience in Client Success Management or Revenue Cycle Management within a healthcare environment
  • Strong executive presence and presentation capabilities
  • Exceptional communication skills
  • Ability to work both independently and collaboratively
  • Proficiency in MS Office Suite
  • Self-motivated and proactive
  • Willingness to travel up to 40-60%

Preferred Qualifications

  • Experience in healthcare revenue cycle management
  • Familiarity with FinThrive products and services
  • Understanding of the healthcare industry and revenue cycle management
  • Experience with Gainsight
  • Engagement with HFMA

Core Values

  • Exhibit integrity and ethical decision-making
  • Embrace core values such as Customer-Centric, Agile, Reliable, and Engaged
  • Support compliance initiatives

Diversity and Inclusion

FinThrive is committed to promoting diversity and inclusivity and is an Equal Employment Opportunity employer. We provide reasonable accommodations for qualified individuals with disabilities during the application process.

EEO Statement

FinThrive is an Equal Opportunity Employer, adhering to all employment laws and regulations.