Client Success Manager

Summary

Join Nextech as a Client Success Manager (CSM) and build strong relationships with clients, ensuring seamless experiences and high satisfaction. You will drive client retention, engagement, and growth by delivering value, resolving issues, and identifying expansion opportunities. This role requires proactive client outreach, product demonstrations, and collaboration across departments. You will also identify and address at-risk accounts, support client retention initiatives, and identify upsell and cross-sell opportunities. The position demands strong customer service, communication, and organizational skills, along with experience in a healthcare office setting. Nextech offers competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.

Requirements

• 2+ years of experience in a healthcare office setting , preferably in ophthalmology, dermatology, plastic surgery, orthopedics, or medical spa
• Strong customer service skills with a problem-solving mindset
• Excellent written and verbal communication skills , with the ability to articulate complex concepts effectively
• Highly organized with strong judgment and interpersonal skills
• Ability to travel up to 10% , including occasional weekend commitments

Responsibilities

• Serve as the primary point of contact for assigned clients, ensuring exceptional customer experience and timely issue resolution
• Conduct proactive client outreach in alignment with performance metrics to maintain strong engagement and satisfaction
• Deliver product demonstrations and training to enhance client understanding, utilization and overall value of licensed products
• Collaborate across departments (e.g., Sales, Support, Product, Finance) to ensure seamless communication and resolution of software performance issues
• Document and track all client interactions using Salesforce, Excel or prescribed methods, ensuring accuracy and visibility
• Maintain client renewal rates at or above company targets by driving client engagement and satisfaction
• Identify and address at-risk accounts, developing improvement plans to proactively mitigate churn
• Monitor account health and update client records to reflect accurate and real-time data
• Support client retention initiatives, ensuring clients receive maximum value from their investment
• Identify upsell and cross-sell opportunities within existing accounts and collaborate with sales representatives to drive expansion
• Maintain a referenceable customer base, supporting sales and marketing initiatives by leveraging satisfied clients
• Engage in marketing-led client success initiatives, following up on leads and ensuring high customer satisfaction
• Respond to inbound client inquiries in accordance with performance standards, resolving issues effectively and enhancing the client experience
• Facilitate successful account transitions post-sale/implementation by participating in kick-off calls and ensuring a smooth handoff
• Process administrative work (e.g., credit memos, support escalations) as needed
• Maintain compliance by ensuring all customer interactions adhere to industry regulations and company policies

Preferred Qualifications

• Experience in client success or account management , preferably in SaaS, healthcare technology, or a customer-facing role
• Bachelor’s degree in a related field or equivalent work experience
• Understanding of business strategy and ability to align client interactions with broader company goals
• Proficiency in CRM tools such as Salesforce

Benefits

• Generous annual bonus opportunity
• 401(k) with Employer Match
• Flexible Time Off: take time off when you need it without worrying about available hours
• 10 paid holidays + 1 floating holiday
• Volunteer Time Off
• Insurance: Choice of Medical, Dental, and Vision plans
• Health Savings Account with employer match
• Flexible Spending Account
• 100% Company-Paid Parental leave
• 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
• Wellness Program including discounts on medical premiums
• Employee Assistance Program with free counseling sessions available
• Corporate Discounts on Retail, Travel, and Entertainment
• Pet Insurance options