Experity · 4 days ago
Client Success Manager
Nashville, TN
Full-time
Hybrid
Entry, Mid Level
$67K/yr - $85K/yr
2+ years expExperity is a mission-driven team transforming on-demand healthcare across the U.S., empowering urgent care clinics with industry-leading software. The Client Success Manager is responsible for managing client relationships and ensuring successful delivery of solutions, collaborating with various internal teams to enhance client satisfaction and drive value realization.
Electronic Health Record (EHR)Health CareInformation TechnologyMedicalOnline PortalsPrimary and Urgent CareSaaS
Responsibilities
Manage the relationship with the client leadership team for Experity’s core clients. Meet with client management on a regular basis and build relationships at multiple levels Communication cadence to include, at minimum, monthly business review meetings
Ensure service level commitments are met for each client. Coordinate and hold accountable internal service teams as necessary to ensure successful delivery of our products and services
Support client adherence to prescriptive best practice setup and configuration of our products. Monitor performance metrics and aid in identification of opportunities for improvement
Build an understanding of the urgent care business model, client workflows, and common market problems. Develop system and industry expertise with consultative. approach focused on ensuring optimal utilization and realized value of Experity solutions
Increase client satisfaction by understanding business needs and supporting expanded utilization of Experity solutions. Elevate client relationships from vendor/partner to trusted business advisor
Develop revenue cycle management expertise toward ongoing process improvement and compliance initiatives. Responsible for working with clients to reduce recurring errors and reduce claim exceptions
Interpret and provide analysis of clinic financial data through key reports and revenue cycle drivers
Lead a monthly meeting to review accounts receivable status, KPI, and accounting reports with client’s financial team
Support the development and ongoing management of prescriptive best practice PM system setup, EDI processes, and revenue cycle workflows
Collaborate with the RCM Operations and Accounts Receivable Management teams to ensure client/company alliance on prioritization and approach to service delivery
Manage and communicate findings effectively with assigned clinics and their management staff to achieve optimum performance
Identify trends and carrier issues relating to billing and reimbursements. Report findings effectively directly to assigned clinics
Collaborate with other departments such as marketing, support, and product management to ensure ongoing success of client relationship with Experity
Act as liaison for internal and external communications with assigned clients. Manage ongoing communication and ensure a positive relationship with assigned accounts. Provide regular status reports and manage task lists on assigned accounts progress for all project areas
Support leadership as needed through compiling reports, researching information, following up on client requests, etc
Identify opportunities for selling additional solutions into client base. Support Sales when subject matter expertise is needed. Proactively nurture opportunities for references, referrals and case studies
Work with Experity Finance to support client invoice questions and support collection efforts on aged accounts receivable balances
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
Two years experience in a client facing role for a SaaS based company
Experience in healthcare
Revenue Cycle Management and/or practice management systems experience
Strong business acumen and ability to drive value realization and revenue growth
Excellent communication, negotiation, and presentation skills with the ability to engage stakeholders at all levels
Experience managing renewals, expansions, and churn mitigation within a portfolio
Data-driven mindset with the ability to analyze customer behavior and drive insights
Strong problem-solving skills and ability to thrive in a fast-paced, dynamic environment
Preferred
Familiarity with CRM tools (Salesforce, Gainsight, etc.) and Customer Success Platforms is a plus
Previous experience with an Electronic Medical Record
Software as a Service (SAAS) experience
Benefits
Health, dental/orthodontia, and vision coverage the moment you start.
Be part of our success with a synthetic ownership program after one year.
Access our Employee Assistance Program for everything from mental wellness to financial coaching.
Generous PTO, team events, family picnics, and holiday parties.
Development programs designed to help you thrive and grow.
Including quarterly bonuses and 401(k) matching to invest in your future.
Company
Experity
Experity is the combination of DocuTAP and Practice Velocity and provides technology solutions.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2022-03-01Acquired
Leadership Team
David Stern
CEO
Brian Berning
Chief Financial Officer
Recent News
HealthCareIT News
2025-11-19
Company data provided by crunchbase