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National Client Success Manager (Remote-US)

Why join Nextech?


We are a leader in specialty healthcare technology solutions.


We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.


If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.


We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact talent@nextech.com.


Job Summary:


The NationalClient Success Manager serves as the primary relationship manager between our top National accounts and our internal stakeholders. This role is focused on client loyalty and long-term relationship building. There is a high degree of collaboration and negotiation required among internal departments to build and maintain a successful relationship among top accounts.

 

We are looking for a Senior CSM who is passionate about delivering value to accounts.  You’ll be building deep relationships while driving engagement and realization of value with our platform.  You must be goal oriented, proactive, and focused on having a strong understanding of our customers business objectives and the ability to identify and articulate how our solution(s) support achievement of their strategic goals


All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other applicable regulations.


Essential Functions
  • Own overall relationship with multiple accounts, working to consistently meet or exceed client expectations
  • Maintain knowledge of industry trends and technology developments
  • Collaborate and Review client request with technical support and product management teams and take action as necessary
  • Become the account customer advocate and trusted advisor for all their data and metric goals
  • Serve as primary contact for assigned top accounts on any/all matters
  • Provide proactive client engagement on a quarterly basis at minimum to ensure an exceptional customer experience. Proactive outreach should include presentation of customer specific KPIs, product or service recommendations that might optimize experience, and updates on product performance and updates as applicable via a QBR.
  • Maintain client renewal rate at or above company required goals in designated territory. Address exit strategies as needed and update Salesforce records to include attrition details accurately.
  • Mentor and teach Associate Client Success Managers and Client Success Managers to help develop and model mastery of the client success function
  • Follow up on any client success / account management issues that are routed through marketing leads to ensure customer satisfaction
  • Identify and escalate (to inside sales representative) sales opportunities from within the existing customer base as assigned, maintaining a continuous focus on growth and expansion within existing clients
  • Attend EDGE User Conference and or Trade shows to represent the company and strengthen relationships with existing client base
  • Monitor and update account information to ensure accuracy on a real-time basis
  • Build and maintain a referenceable customer base for assigned territory by facilitating on-site visits with existing customers, collaborate with inside and new business sales team to leverage current account relationships for prospective sales, and ensuring minimum level of “client touches”.
  • Participate in kick off calls to successfully transition account ownership post-sale/implementation
  • Identify at-risk clients and orchestrates Improvement Plans as necessary by collaboration with the appropriate internal constituents
  • Continually contact clients no longer on active support
  • Minimize deactivation of modules by proactively conducting demonstrations to review unused or underutilized modules


Minimum Requirements
  • Bachelor’s Degree in a related field or equivalent work experience
  • 3-5+ years of client success / account management experience
  • Excellent customer service skills Experience working with business stakeholders in related industries, including executive C-Suite
  • Assertive with a demonstrated ability to cultivate strong relationships and influence behavior
  • Exceptional written and verbal communication skills
  • Demonstrated ability to problem solve; strong judgment and interpersonal skills.
  • Ability to work effectively with all levels of the organization.


Preferred Qualifications
  • Client success or account management, preferably in SaaS, healthcare technology, or a customer-facing role.
  • Understanding of business strategy and ability to align client interactions with broader company goals.
  • Proficiency in CRM tools such as Salesforce.


Working Environments/Physical Demand
  • Remote
  • Frequent use of computers and software tools for communication, documentation, and reporting.
  • Occasional travel required for client meetings, industry events or training sessions - not to exceed 15%


Total Rewards
  • 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
  • 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


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CEO of Nextech
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Luis Orbegoso
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Average salary estimate

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$100000K

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What You Should Know About National Client Success Manager (Remote-US), Nextech

Join Nextech as a National Client Success Manager and take the reins in building and maintaining relationships with our top National accounts. As a key player in our team, you’ll be the primary relationship manager, actively ensuring our clients see the value in our healthcare technology solutions. At Nextech, we cherish our employees, providing competitive pay, a generous bonus structure, comprehensive healthcare choices, and a robust wellness program. Your role will focus on client loyalty and collaboration, guiding accounts towards their business objectives while working alongside different internal departments. You’ll engage proactively with clients, presenting tailored insights on their KPIs and making product recommendations to enhance their experience. By fostering deep relationships and understanding each client’s unique needs, you’ll become their trusted advisor. Additionally, you’ll mentor fellow Client Success Managers, sharing your expertise as you navigate the nuances of account management. If you’re passionate about delivering value, goal-oriented, and enjoy a good challenge, this could be the perfect opportunity for you. We’re looking for someone who can help us shape incredible client experiences in a remote-working environment, embodying our commitment to excellence every step of the way.

Frequently Asked Questions (FAQs) for National Client Success Manager (Remote-US) Role at Nextech
What are the main responsibilities of the National Client Success Manager at Nextech?

The National Client Success Manager at Nextech is primarily responsible for managing relationships with top National accounts. This role entails ensuring client satisfaction by meeting their needs proactively, monitoring industry trends, establishing oneself as a trusted advisor, and collaborating with other internal teams to optimize client experiences. Engaging clients with regular outreach and mentoring newer team members are also key aspects of this position.

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What qualifications do I need to apply for the National Client Success Manager position at Nextech?

To apply for the National Client Success Manager position at Nextech, you should have a Bachelor’s Degree along with 3-5+ years of experience in client success or account management. Excellent interpersonal, written, and verbal communication skills are crucial, alongside a solid understanding of business strategies and CRM tools like Salesforce. Previous experience in a customer-facing role within SaaS or healthcare technology is preferred.

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How does Nextech support the professional development of its National Client Success Managers?

Nextech supports professional development for National Client Success Managers by encouraging mentorship and knowledge sharing among team members. The company invests in the success of its employees through various initiatives, including training opportunities, participation in industry events, and a strong focus on collaborative learning to ensure that team members can grow their skills while supporting clients effectively.

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What tools and systems will I be using as a National Client Success Manager at Nextech?

As a National Client Success Manager at Nextech, you will frequently use CRM tools such as Salesforce to track client interactions, manage account details, and record important customer data. You'll also leverage communication and documentation software to engage with clients, facilitate presentations, and ensure smooth collaboration with internal teams. Comfort and proficiency with these tools are key to performing your role effectively.

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What makes Nextech a desirable place to work as a National Client Success Manager?

Nextech stands out as an employer by providing a supportive, inclusive work environment with a strong focus on employee wellness and satisfaction. The company offers competitive compensation, a generous benefits package that includes flexible time off, insurance options, and a commitment to professional development. This culture, combined with the innovative work in healthcare technology, makes it an exciting place to grow your career as a National Client Success Manager.

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Common Interview Questions for National Client Success Manager (Remote-US)
Can you explain your approach to managing relationships with clients as a National Client Success Manager?

When managing client relationships as a National Client Success Manager, I prioritize understanding each client's unique needs and goals. I focus on proactive communication and regular check-ins to ensure they are getting value from our solutions. I act as a trusted advisor and advocate for their interests within the company, consistently looking for opportunities to enhance their experience, which ultimately strengthens our partnership.

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What strategies would you implement to ensure client satisfaction and retention?

To ensure client satisfaction and retention, I would implement regular performance reviews and feedback sessions to understand client satisfaction levels. I would also offer personalized recommendations based on their specific objectives, provide timely support through a dedicated account management approach, and develop actionable improvement plans for any identified issues. Building strong relationships and trust is key to keeping clients engaged and satisfied.

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Describe a situation where you turned around an unhappy client.

In a previous role, I encountered an unhappy client due to unmet expectations. I reached out immediately to understand their concerns and conducted a thorough assessment of the issues. After listening to their needs, I collaborated with internal teams to devise a corrective action plan and set up regular touchpoints to monitor progress. This proactive approach led to restoring their confidence, ultimately resulting in renewed trust and an extended partnership.

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How do you leverage data to drive client success?

I leverage data by analyzing key performance indicators to gauge client performance and satisfaction. I regularly present these insights back to clients during our engagement meetings, using data-driven arguments to suggest optimizations or adjustments to their strategies. I find that presenting factual, insightful data builds credibility and helps clients see the value in our services while reinforcing our discussions.

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What do you think is the most important quality for a National Client Success Manager?

The most important quality for a National Client Success Manager is the ability to build and maintain trust with clients. This entails excellent communication skills, empathy, and active listening to truly understand and address their needs. A solid relationship fosters collaboration and makes it easier to navigate challenges and celebrate successes together.

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How would you approach a situation where a product does not meet a client’s needs?

In such a situation, I would first engage with the client directly to fully understand their concerns and the specific needs that are not being met. I would then collaborate with our product management team to explore alternatives or modifications that could address the client's needs. Keeping the client informed throughout the process and involving them in finding a solution is essential to rebuild their trust in our services.

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Can you give an example of how you would mentor junior team members in a client success role?

Mentoring junior team members involves sharing my experiences and techniques in managing client relationships. I would set up regular check-ins where we discuss their accounts, challenges faced, and strategic approaches. Additionally, role-playing different client scenarios can help them practice handling various situations effectively. Encouraging open communication and providing constructive feedback is also essential for their growth.

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What do you do to stay informed about industry trends and advancements?

To stay informed about industry trends, I regularly read relevant journals, attend webinars, and follow thought leaders in the healthcare technology space. I also participate in industry conferences, which not only provide insights into upcoming innovations but also allow me to network with other professionals to share knowledge and best practices.

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How do you prioritize tasks as a National Client Success Manager?

Prioritizing tasks begins with understanding the urgency and importance of each client’s needs. I maintain an organized task management system that allows me to categorize and set deadlines based on client requirements, ongoing projects, and upcoming engagements. Regular reviews of my priorities help me stay aligned with my goals and ensure that I’m addressing high-impact tasks responsibly.

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What experience do you have with customer renewals and upsells?

In my previous roles, I have been actively involved in managing customer renewals and upsells. I focused on fostering strong relationships throughout the customer lifecycle and identifying upsell opportunities during regular engagement meetings. By articulating the enhanced value our solutions bring to their evolving needs, I’ve successfully increased renewal rates and driven growth in existing accounts.

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Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

Our business model is based on being the HVAC/R's employer of choice for individuals whom want to excel in providing outstanding customer support and service through superior technical ability, based on proven mechanical procedures and data analyt...

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Full-time, remote
DATE POSTED
April 9, 2025

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