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About the role
Key responsibilities & impact- Own the overall strategy, executive relationship, and commercial outcomes for an assigned portfolio of customers
- Understand customer businesses, strategic priorities, operational challenges, and success measures
- Build and maintain executive relationships with CFOs, CHROs, and other senior decision makers
- Develop and own strategic account plans covering stakeholder mapping, priorities, success measures, ROI opportunities, risk mitigation, renewals, and expansion
- Lead commercial strategy across renewals, contract negotiations, change orders, cross-sell, and upsell
- Lead Executive Business Reviews and senior-level customer conversations
- Use customer health, adoption, engagement, and support signals to guide risk, retention, and growth decisions
- Set strategic direction for and manage, coach, and develop the Customer Success Manager
- Maintain renewal and expansion forecasts and accurate CRM, opportunity, contract, and account records
- Serve as the primary escalation point for strategic, commercial, executive-level, or materially at-risk customer issues
- Coordinate cross-functional resources across Product, Professional Services, Support, Legal, Finance, Sales, and Leadership
- Advocate internally for customers and influence product priorities, process improvements, and customer experience initiatives
Requirements
What you’ll need- Bachelor's degree or equivalent professional experience preferred
- 7+ years of experience in Account Management, Customer Success, Client Services, SaaS, healthcare technology, or related customer-facing roles
- Prior enterprise account experience managing complex, multi-stakeholder customer relationships
- Proven experience leading complex renewal, retention, and expansion motions, including negotiation, contract strategy, and executive stakeholder alignment
- Strong executive presence and ability to build credibility and trust with senior decision makers
- Demonstrated success developing and executing strategic account plans across a portfolio of accounts
- Experience leading Executive Business Reviews (EBRs) and translating customer outcomes, ROI, and data into a strategic and commercial narrative
- Demonstrated people leadership, coaching, or mentorship experience
- Experience using CRM and CPQ or CLM platforms such as Salesforce and DealHub, or similar systems, required
- Strong analytical and business acumen
- Healthcare, workforce management, or SaaS industry experience strongly preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- FSA
- HSA
- Life Insurance
- Pet Insurance
- 401(k)
- Bonus opportunity
- Remote environments as applicable
- Professional development and skill-building opportunities
