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Client Success Strategist

2 months ago

Chicago, Illinois, United States OpenMarkets Full time


We are looking for a motivated and customer-oriented Client Success Strategist to become a vital member of our team at OpenMarkets, a prominent player in the health technology sector.

In this position, you will be instrumental in managing the post-sale journey, enhancing customer satisfaction, and driving growth. Your role will involve proactive engagement with clients, collaborating with both healthcare equipment providers and healthcare organizations. This position demands a forward-thinking approach to ensure customer happiness, promote engagement, and cultivate enduring relationships with our clientele.

Key Responsibilities:

Client Relationship Management:
Establish and nurture robust relationships with both healthcare providers and suppliers.

Act as the main point of contact for a specific group of clients.

Comprehend client requirements and guarantee they are fully utilizing OpenMarkets' software solutions.

Oversee the post-sale process, including renewal negotiations.

Client Onboarding and Training:
Manage the onboarding experience for new clients, ensuring a seamless transition and setup.

Conduct training sessions and provide resources to empower clients in effectively using the platform.


Serve as a trusted advisor to clients, grasping their business goals and aligning our solutions to fulfill their needs.


Proactive Account Management:
Regularly assess client accounts to ensure they are achieving their objectives.

Own all formal reporting and business reviews, delivering valuable, comparative data insights that enhance performance and client satisfaction.

Conduct routine check-ins and business reviews with clients to discuss progress and identify further engagement opportunities.

Strategically source on behalf of our clients.

Issue Resolution and Support:
Timely address and resolve any issues or concerns clients may encounter.

Coordinate with internal teams, including support and product development, to ensure client needs are met.

Closely monitor platform usage to ensure process enhancements and proactively mitigate risks.

Data Analysis and Reporting:
Track and analyze client usage and engagement metrics.

Provide clients with insights and recommendations based on data analysis.

Prepare and present reports on client activity, satisfaction, and outcomes.

Collaboration and Communication:
Work closely with sales, marketing, and product teams to align efforts and share insights.

Communicate client feedback and needs to internal teams to drive product enhancements and innovation.

Qualifications:
2-3 years of experience in B2B client success or marketing, ideally within the technology or healthcare sectors.

A genuine curiosity and willingness to understand client needs and provide innovative solutions.

Outstanding communication and presentation abilities.


Strong strategic and problem-solving skills (e.g., identifying client needs, creating mutually beneficial plans, managing relationships with diverse stakeholders, and collaboratively resolving issues).

Interest in learning about healthcare purchasing.

Ability to work remotely and engage constructively with colleagues from a distance.


Capability to collaborate effectively with team members for the benefit of the client, demonstrating a high sense of urgency and excellent organizational skills.

Experience with CRM systems and proficiency in data management using Excel.

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