Client Success Advisor

The Client Success Advisor is responsible for building strong, lasting relationships with clients to ensure they achieve their desired outcomes with our products or services. This role combines customer service, strategic consulting, and account management to maximize customer satisfaction, retention, and growth. The ideal candidate is proactive, customer-focused, and passionate about delivering exceptional client experiences

Essential Duties And Responsibilities

• Serve as the main point of contact for a portfolio of clients, ensuring their questions, concerns, and needs are promptly addressed.
• Guide clients through the onboarding process, ensuring they are set up for success and equipped to use the product or service effectively.
• Build and maintain strong client relationships, acting as a trusted advisor to understand their goals and challenges.
• Anticipate potential client issues, resolve problems proactively, and escalate critical concerns when necessary.
• Monitor client usage, engagement, and satisfaction metrics to identify trends, risks, and opportunities for improvement.
• Provide insights, recommendations, and best practices tailored to each client’s needs to help them achieve their business objectives.
• Collaborate with the sales team to identify upsell opportunities and ensure contract renewals.
• Act as the voice of the customer, sharing.
  
  

Education And Experience

• High School Diploma/GED
• Bachelor’s degree in business, marketing, communication, or a related field preferred.
• Two (2) years in client success, account management, customer service, or related roles.
• Experience in SaaS, healthcare, or EHR is a plus.
  
  

Skills, Knowledge, And Abilities

• Strong problem-solving and critical thinking abilities.
• Ability to build rapport and maintain professional relationships with diverse stakeholders. o Comfortable analyzing data and presenting actionable insights.
• Proficiency with CRM tools (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight, Totango) is preferred.
  
  

Key Competencies

• Keen understanding of Greenway solutions and how they fit into ambulatory care space based on customer's needs
• Change agent across verticals, being agile in an ever-changing industry
• Customer-focused mindset with a passion for helping clients succeed.
• Specialty acumen and commitment to continuous education
• Ability to work independently and collaboratively in a fast-paced environment.
• Ability to identify cross-sell opportunities
• Ability to clearly articulate business issues and solutions and negotiate at a senior management level
• Ability to provide internal transparency on the needs of the customer
• Ability to prioritize and manage multiple high priority projects simultaneously
• Strong organizational skills and attention to detail.
• Strong Industry, regulatory, and product knowledge
• Strong delegation skills (internal and external)
• Help facilitate and adopt change internally and externally
• Accountability driver (internal and external)
• Adapt to modernization of tools to communicate with clients
• Proactive attitude with a drive to exceed expectations
• Excellent listening, communication, and presenting skills
• Excellent interpersonal skills and able to work with a variety of personality types
  
  

Work Environment/Physical Demands

• While at work, this position is primarily a sedentary job and requires that the associate can work in an environment where they will consistently be seated for the majority of the workday
• This role requires that one can sit and regularly type on a keyboard the majority of their work day
• This position requires the ability to observe a computer screen for long periods of time to observe their own and others’ work, as well as incoming and outgoing communications via the computer and/ or mobile devices
  
  

Here’s what we can offer you in exchange for your amazing work:

• Competitive pay
• Medical, dental and vision benefits
• Matching 401(k)
• Generous paid time-off programs
• Education reimbursement
• Growth potential for your career
• Corporate discounts
  
  

At Greenway, we strive to imagine, empower, engage, and inspire. Join us!

To learn more about Greenway, take a video tour of our office, and meet our employees, visit us at www.GreenwayHealth.com/careers.

Disclaimer: This Job Summary indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent(s) may be asked to perform other duties as requested. Greenway Health, LLC is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, age, gender, national origin, sexual orientation, disability, or veteran status.

While this position is primarily remote, please note that if you reside within a 26-mile radius of our corporate office, you will be required to work in a hybrid capacity. This means you will be expected to work on-site at the corporate office for part of the week and remotely for the remainder. This hybrid arrangement is designed to foster team collaboration and engagement. Our corporate office is located at 4301 Boy Scout Blvd, Tampa, FL 33607. Please consider your proximity to this location when applying.

If you are in resident in a state the requires pay transparency, please email us at recruiting@greenwayhealth.com to receive compensation and benefits information for this role. Please include the Job ID in the subject line of the email.