The Client Success Advisor will serve as the primary point of contact for a portfolio of clients, ensuring exceptional service and support across Relatient’s suite of products. This role is focused on driving client retention, revenue growth, product adoption, and advocacy through strategic relationship management and data-driven insights.
What You'll Do
- Act as the primary contact for a portfolio of clients, delivering exceptional service and support across Relatient’s suite of products, including patient messaging, scheduling, payment, and surveys.
- Strategically manage accounts to maintain and grow revenue.
- Develop and execute strategies for renewals, pricing, and contract terms to ensure client satisfaction and value.
- Promote the adoption and utilization of Relatient’s products.
- Provide data-driven insights and best practices to enhance client ROI and drive advocacy within their organization and the broader market.
- Identify and pursue opportunities for upselling and cross-selling additional products and services.
- Align offerings with client needs and company strategy.
- Build and sustain positive relationships with market allies.
- Facilitate formal referenceable accounts to support new client acquisition and market growth.
- Identify and mitigate risks related to revenue and relationships.
- Address day-to-day client issues and orchestrate cross-functional teams to resolve complex or persistent problems effectively.
- Educate clients on maximizing their investments in Relatient products.
- Ensure clients are equipped to represent the value of Relatient solutions and serve as advocates for our products.
- Segment and manage your book of business based on client needs and revenue opportunities.
- Maintain accurate documentation and reporting on account activities, adhering to Relatient activity guidelines.
- Oversee adherence to contract terms and specifications.
- Coordinate with internal teams to ensure compliance and manage contractual obligations.
What We're Looking For
- Bachelor’s Degree or equivalent experience required.
- Minimum of 3 years of experience managing multiple client and senior executive relationships, serving as a trusted advisor for client strategy.
- Proven track record in a goal-oriented, self-directed environment.
- Strong presentation skills, both written and oral.
- Experience in identifying, managing, and mitigating risks, as well as managing renewal and upsell pipelines.
Nice to Have
- Healthcare industry experience preferred.
Benefits & Compensation
- Medical, dental and vision coverage
- Company-paid life and disability insurance
- HSA with employer contributions
- Employee Assistance Program (EAP)
- 401(k) with company match
- Unlimited PTO
- 10 paid holidays
- Paid-parental leave
- Flexible work options
Compensation range: $75,000 - $120,000 annually.
Work Mode
Hybrid role with flexible work options; preference for Greater Atlanta Metro, but fully remote candidates will be considered. Remote eligibility is limited to residents of: Alabama, Arkansas, Florida, Georgia, Indiana, Kentucky, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, and Texas.
We’re building a team as diverse as the communities we serve. Relatient is proud to be an equal opportunity employer. If you need accommodation during the application process, just let us know.
