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Medstra

Client Success Manager – Implementation and Accounts

Medstra

. Lead onboarding of new clients from contract execution through launch, including kickoff, documentation and timeline management .

Posted 10/2/2026full-timeRemote • United StatesJuniorMid-Level💰 $75,000 - $100,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in client onboarding, implementation management, and regulatory compliance within the healthcare sector. Proficient in managing client relationships and driving retention and renewal outcomes through effective communication and project management.

Highest-signal resume keywords
Client Onboarding ManagementRegulatory Compliance ExperienceProject Management ProficiencyCustomer Success ExpertiseStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Implementation ManagementRegulatory DocumentationClient Retention StrategiesPerformance AnalysisMulti-Client Management
Soft Skills
AccountabilityProblem SolvingInterpersonal Communication
Tools & Technologies
SlackAsanaHubSpotMicrosoft 365
Certifications & Qualifications
LegitScript CertificationHIPAA Compliance
Industry Keywords
B2B SoftwareHealthcare ServicesTelehealthPharmacy IntegrationClinical Onboarding

About the role

Key responsibilities & impact
  • Lead onboarding of new clients from contract execution through launch, including kickoff, documentation and timeline management
  • Manage implementation workstreams across payment processing, pharmacy integration, platform configuration and clinical onboarding
  • Prepare, submit and manage regulatory and certification applications, including LegitScript, and coordinate responses to reviewer inquiries
  • Coordinate Engineering, Operations, Compliance and Clinical teams to meet launch milestones
  • Serve as primary point of contact for an assigned client portfolio
  • Maintain accurate client pricing, product catalogs and commercial documentation
  • Resolve client requests related to platform, payment and fulfillment matters
  • Conduct monthly business reviews covering performance, patient volume, retention and growth opportunities
  • Drive renewals, service expansion and portfolio retention
  • Maintain current status reporting for assigned accounts
  • Develop and maintain implementation standards, client communication protocols and onboarding documentation
  • Oversee AI-assisted client support tools for quality and appropriate escalation
  • Report to the Director of Operations

Requirements

What you’ll need
  • Bachelor's degree or equivalent professional experience
  • Two or more years of experience in customer success, implementation or account management within B2B software, healthcare or healthcare services
  • Ability to manage multiple concurrent client implementations against defined timelines
  • Experience with regulatory, compliance or financial documentation, such as certifications, merchant underwriting, KYC, licensing or provider credentialing
  • Strong written and verbal communication skills with senior client stakeholders
  • Accountability for client retention or renewal outcomes
  • Proficiency with Slack, Asana or comparable project management platforms, CRM systems such as HubSpot, and Microsoft 365
  • Availability to support clients across U.S. time zones
  • Preferred: Experience in telehealth, pharmacy, healthcare platforms or multi-site clinical organizations
  • Preferred: Familiarity with LegitScript certification, HIPAA, Business Associate Agreements or high-risk payment processing
  • Qualified candidates must submit a resume and a brief statement describing a client implementation or account managed and the outcome achieved
  • Finalists must complete a structured assessment as part of the interview process

Benefits

Comp & perks
  • Performance incentive tied to implementation and retention objectives
  • Fully remote work environment
  • Paid time off and company holidays
  • Technology and home-office allowance
  • Professional development
  • Defined path to client success leadership