Client Success Manager ( Revenue Cycle Management)

Calpion/Plutus Health; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A healthcare innovation firm in Dallas is seeking a Client Success Manager to oversee client engagements and ensure satisfaction. The ideal candidate will have 7-10 years of experience in revenue cycle management and excellent communication skills. Responsibilities include managing implementation processes, maintaining client relationships, and collaborating with internal teams to drive success. This position requires travel as needed.

Qualifications

• 7-10 years in revenue cycle management and operational processes in a leadership role.
• Participation in revenue cycle operational platform groups preferred.
• Strong interpersonal skills needed.

Responsibilities

• Collaborate with internal teams to assess client needs.
• Manage the implementation process and achievement of milestones.
• Serve as a client advocate to ensure satisfaction and expectations.
• Coordinate regular business reviews with clients.
• Drive client agenda and resolve issues promptly.

Skills

Client relationship management

Analytical thinking

Leadership skills

Attention to detail

Communication skills

Project management

Self-motivated

Education

Bachelor's degree in related discipline

Job description

Overview

Plutus Health Inc. is a leading provider of Revenue Cycle Management (RCM) services, certified in SOC2 compliance and recognized among the Inc. 5000 fastest-growing private companies. We specialize in revenue cycle optimization for hospitals, physician groups, and healthcare organizations across various specialties. Our commitment to innovation and excellence has earned us recognition as a 2024 EY Entrepreneur Of The Year finalist and one of the top 100 fastest-growing companies in Dallas.

Position

Client Success Manager- Revenue Cycle will be responsible for the overall success of the client engagement, guiding it from inception through development and implementation, providing continuity for the client throughout the lifetime of the relationship.

Responsibilities

• Collaborate with internal operations leadership, business development, and account management to assess client needs.
• Guide Business Development, Finance, and Services Delivery as a subject matter expert in setting realistic expectations about implementation challenges and timelines.
• Provide rigorous management of the implementation process with a clear focus on achieving all milestones in the implementation plan.
• Lead both parties through the implementation process and once completed, turn it over to internal operations to manage the day-to-day.
• Develop detailed work plans, refined process flows, and reports on the evaluation of findings.
• Focus on incremental growth and new revenue acquisition from existing enterprise customers.
• Work closely with operational teams for Plutus Health Inc and the client to communicate project status and findings regularly with internal and client leadership.
• Work closely with onshore and offshore leadership and operational teams to ensure optimal performance outcomes.
• Serve as a client advocate ensuring client expectations are fully understood and executed and ensuring Plutus Health is perceived as professional, responsive, and a value-added partner.
• Serve as an organizational champion to ensure client expectations and overall service delivery are calibrated appropriately.
• Maintain continuity in the engagement by establishing and conducting regular business meetings with the client and internal operational stakeholders.
• Coordinate regular Quarterly Business Reviews (QBRs) with the client, service delivery, and business development.
• Develop and maintain good relationships with the clients and ensure high client satisfaction to ensure exceptional results on the Customer Satisfaction Survey.
• Obtain data and information required by staff to execute contracted services. Ensure procurement of data for operations.
• Drive the client agenda through developing and implementing lifecycles, including resolving issues promptly.
• Negotiate schedules and deadlines with service delivery and the client to ensure engagement moves in the same direction and supports a single, agreed-upon agenda.
• Educate the client and work with business development continually about Plutus Health Inc expanding capabilities and product offerings, with a keen eye towards gathering product and market intelligence.
• The position requires travel as needed by the business.

Ideal Skills

• Excellent client relationship and process management skills
• Analytical and critical thinking skills
• Proven analytical and root cause analysis capabilities.
• Proven leadership skills
• Attention to detail and accuracy.
• Excellent writing, communication skills, and strong interpersonal skills
• Ability to organize and prioritize multiple projects, activities, and deadlines.
• Must be self-motivated and able to work autonomously.
• Ability to create and develop relationships at all levels.

Required Qualification

• Bachelor's degree in related discipline or equivalent experience required.
• Must have a minimum of 7-10 years of revenue cycle management and operational processes in a leadership role.
• Prefer, but not require, participation in revenue cycle operational platform groups such as HFMA or AAHAM or other recognized professional associations.