Client Success Manager

W2 only, no C2C, must be authorized to work in the US (both now and in the future).

Carex is partnering with a growing healthtech company as they bring on a Client Success Manager (remote but in WI is strongly preferred!).

The Client Success Manager will oversee new client implementations, ensuring customer needs are met throughout the onboarding process and post-go-live. This role involves managing client accounts, supporting their journey with customized workflow solutions, and fostering long-term relationships to optimize adoption and satisfaction. Candidates with prior experience at Epic or in healthcare technology, particularly those with system configuration expertise, are strongly encouraged to apply. The position reports to the Operations Director and collaborates closely with internal teams to drive continuous process improvements, service delivery, and product innovation.

What You'll Do

• Client Onboarding & Implementation
• Develop a deep understanding of the platform, its features, and industry applications.
• Configure and optimize workflows to meet client-specific needs and objectives, leveraging prior experience with system configuration.
• Manage client expectations, maintain proactive communication, and ensure smooth transitions to automated workflows.
• Collaborate with internal teams to refine implementation, training, and support processes.
• Client Success & Retention
• Drive long-term client satisfaction by optimizing platform usage and adoption.
• Support revenue growth through cross-sell and up-sell opportunities.
• Track client ROI and satisfaction, assisting in contract renewals.
• Client Advocacy & Internal Collaboration
• Act as the primary point of contact for assigned clients, understanding their strategic impact on business objectives.
• Work cross-functionally with Client Support, Training, Workflow Engineering, and Product teams to enhance the client experience.
• Provide feedback to Product and contribute to QA testing for continuous improvements.
• Additional Responsibilities
• Assist with quality assurance and workflow testing.
• Support training and troubleshooting efforts as needed.
• Contribute to research, development, and marketing initiatives.
  
  
  

What You'll Bring

• Bachelor's degree or equivalent experience.
• 5 years of relevant experience, preferably in healthcare technology or at Epic.
• Strong system configuration experience, particularly with healthcare platforms.
• Project or program management experience; certifications (PMP, CCSM) are a plus.
• Excellent critical thinking, problem-solving, and decision-making skills.
• Ability to develop and sustain strong relationships with clients and internal teams.
• Strong communication skills, both written and verbal, with the ability to convey complex concepts effectively.
• High energy, proactive mindset with a commitment to client success.
• Proficiency in Microsoft Office Suite.
  
  
  

Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.