Director, Client Success

AccessOne Pay; Welcome (SC); Remote; USD 100,000 - 140,000; Full time

Job summary

An established industry player in healthcare financing is seeking a Director of Client Success to enhance client relationships and drive satisfaction. This role involves strategic account management, leveraging analytical skills to deliver insights, and fostering strong partnerships with top-tier clients. You'll be at the forefront of client engagement, utilizing your expertise to educate clients on healthcare financing solutions and improving their revenue cycle performance. Join a collaborative environment that values your contributions and supports your professional growth through comprehensive benefits and ongoing education opportunities.

Benefits

Immediate medical coverage

401(k) with company match

Paid parental leave

Generous PTO

Tuition reimbursement

Access to continuing education library

Qualifications

• 5+ years in account management or client success in healthcare or related fields.
• Proficient in EMR software and CRM systems with strong analytical skills.

Responsibilities

• Engage with client executives to develop authentic relationships.
• Analyze client data to identify trends and optimize performance.

Skills

Data Analysis

Interpersonal Skills

Client Relationship Management

Critical Thinking

Communication Skills

Education

Bachelor's degree in healthcare administration

Bachelor's degree in business administration

Bachelor's degree in finance

Tools

Electronic Medical Record (EMR) Software

Microsoft Office Suite

Customer Relationship Management (CRM) Systems

Job description

Job Details

Job Location: Remote - N/A, SC

Position Type: Full Time

Salary Range: $100000.00 - $140000.00 Salary/year

Travel Percentage: Up to 25%

Job Category: Customer Service

Description

About Us:

AccessOne is a market leader in the healthcare financing space, partnering with healthcare providers nationwide to offer co-branded solutions to their patients for assistance with out-of-pocket medical expenses. We have helped over one million patients afford healthcare through our client partners.

About the Role:

As Director, Client Success for AccessOne, you will own the relationship management of our company’s highest tier of client partnerships. Leveraging your exceptional interpersonal and analytical skills, you will maintain strong relationships with our client partners while adding to and demonstrating the value of their utilization of our patient financing programs. Acting as the face of the company, you will gain client trust through strong follow-through and guidance toward stronger revenue cycle performance.

Core Responsibilities:

• Engage with client executives, in-person and virtually, to develop effective and authentic relationships and promote client satisfaction and retention.
• Develop and execute on account strategies and business plans, providing revenue forecasts and pipeline data to leadership and ensuring the Client Relationship Management (CRM) system is up to date with all client interactions and opportunities.
• Partner with sales team members to drive product adoption.
• Develop and maintain knowledge of industry trends to create an effective risk management plan for your assigned portfolio.
• Apply critical thinking and data and financial-literacy skills to analyze and evaluate client data against client and company strategic or project-based goals to identify trends and opportunities, monitor and optimize performance, and resolve issues.
• Apply hospital revenue cycle management expertise to use insights paired with a consulting selling technique to educate client partners about healthcare financing, offer unique perspectives on their revenue cycle models, and increase account penetration/overall account performance.
• Prepare and lead client-facing meetings in which you prepare and present data-driven client presentations that illustrate value and drive client partners to act.
• Lead cross-functional project teams to deliver project outcomes aligned to your assigned client portfolio.
• Perform other projects or tasks as needed or assigned.

Qualifications

About You:

You are a strategic thinker who is skilled at analyzing data to identify trends and insights that add value to your client partners. Your well-developed communication and interpersonal skills enable you to interact with and have influence across all levels of an organization, from individual contributors to C-level executives. You take ownership of your work, consistently demonstrating effective follow-through and attention to detail. You are an effective networker with a keen ability to identify the appropriate point of contact to advance critical initiatives. As a continuous learner, you stay up to date on emerging industry trends and share your knowledge with your clients and team. While you are a motivated self-starter who can work independently, you thrive when working with teams and leading cross-functional projects.

If this sounds like you and you have the following qualifications, the Director, Client Success role at AccessOne may be a great fit for you!

• 5+ years of experience in a national or regional account management, client success, customer service, B2B sales or related role in the healthcare, healthcare services, and/or banking or loan servicing industry
• Ability to occasionally travel to client locations; local, regional, or national conferences; and to AccessOne headquarters for in-person meetings
• Experience with patient accounting and electronic medical record (EMR) software (Epic, Cerner, Siemens, Meditech, IDX, McKesson, Athena, etc.)
• Experience with patient access and financing, sales and upselling, data analytics, technology implementation (EDI and API automation processes and support), project management, and end-user training.
• Proficiency with Windows Operating System, Microsoft Office Suite, and Customer Relationship Management (CRM) systems
• Bachelor’s degree in healthcare administration, business administration, finance, or a related field; or equivalent combination of education and experience

Why AccessOne?

At AccessOne, we foster a collaborative and creative environment where everyone is encouraged to bring their whole selves to work and make meaningful contributions to our processes, decisions, and culture.

We support your success with a comprehensive benefits package, including:

• Immediate coverage for medical, dental, vision, and company-paid life and AD&D insurance

• Voluntary benefits include additional life and AD&D, short-term disability, long-term disability, accident insurance, critical illness coverage, hospital indemnity, and Employee Assistance Plans (EAPs)

• 401(k) with a 100% company match, up to 4%

• Paid parental leave

• Paid holidays and generous PTO

• Tuition reimbursement

• Access to a continuing education library with over 5,500 courses

AccessOne values diversity, equity, and inclusion and we are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, results of genetic testing, or service in the military.