Senior Manager, Client Success & Growth

POS Professional Office Services, Inc.

Waterloo (IA)

On-site

USD 90,000 - 130,000

Full time

4 days ago
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Job summary

Professional Office Services is seeking a Manager, Client Success to lead the Client Success team and own post-sale customer relationships for the firm's patient statement and payment solution. The role focuses on customer retention, product adoption, account health, and identifying expansion opportunities as the operating model evolves.

The manager will coordinate with Sales, Implementation, Technical Support, Product Management, and leadership, starting with strategic accounts and

Qualifications

  • Bachelor's degree or equivalent professional experience.
  • Experience leading Client Success or customer lifecycle teams.
  • Background in SaaS, fintech, or healthcare technology preferred.
  • Proven results improving retention, adoption, and account growth.
  • Experience building segmentation and health scoring programs.
  • Strong analytical and executive communication skills.

Responsibilities

  • Lead and develop Client Success Managers, including onboarding and performance management.
  • Own customer retention metrics (GRR/NRR) and identify expansion opportunities.
  • Build segmentation, engagement cadences, and strategic reviews for accounts.
  • Drive product adoption and communicate customer value with data-driven insights.
  • Partner with Sales on qualified expansion and support negotiations.
  • Design and enforce operating boundaries between CS, Implementation, Support, Sales, and Product.

Skills

Leadership & mentoring
Analytical skills
Executive relationship skills
Communication
Cross-functional collaboration
Data-driven decision making

Education

Bachelor's degree or equivalent professional experience

Tools

CRM systems
Microsoft Excel
Microsoft Word

Job description

Professional Office Services is seeking a Manager, Client Success to lead the Client Success team and own post-sale customer relationships for the firm's patient statement and payment solution. The role focuses on customer retention, product adoption, account health, and identifying expansion opportunities as the operating model evolves.

The manager will coordinate with Sales, Implementation, Technical Support, Product Management, and leadership, starting with strategic accounts and

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