What are the responsibilities and job description for the Senior Client Success Advisor position at Greenway Health?
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 Senior CSA is a demonstrated leader who collaborates with internal and external clients, cultivating relationships, confirming value, and building a path for partnerships and future business opportunities. They are expected to handle a high volume of work with attention to detail. Daily responsibilities will include leading high-profile executive interactions in person or via camera-led sessions, detailed documentation, and follow-up and managing time and content-sensitive items with high accuracy. In addition, the Senior CSA is a problem solver and a forward thinker who will hold the line for the business while advocating for their clients' needs. The ideal candidate is proactive, customer-focused, and passionate about delivering exceptional client experiences.
Essential Duties And Responsibilities
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.
If you are a resident of a state that requires pay transparency, please email us at recruiting@greenwayhealth.com to receive compensation and benefits information for this role. Be sure to include the Job ID in the subject line of your email.
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 feedback with internal teams to drive continuous improvement in product offerings and processes.
- High School Diploma/GED required
- Bachelor’s Degree in business, marketing, communication or related field preferred
- Two (5) years of experience in Client Success, account management, customer service or related role
- Experience in healthcare is a plus. Proficiency with CRM tools (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight, Totango) is preferred.
- Excellent verbal and written communication skills.
- Strong problem-solving and critical thinking abilities
- Ability to build rapport and maintain professional relationships with diverse stakeholders.
- 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.
- Customer-focused mindset with a passion for helping clients succeed.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Proactive attitude with a drive to exceed expectations.
- 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 the workday
- 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 in-coming and out-going communications via the computer and/or mobile devices
- The role necessitates the ability to listen and speak clearly to customers and other associates
- Competitive pay
- Medical, dental and vision benefits
- Matching 401(k)
- Generous paid time-off programs
- Education reimbursement
- Growth potential for your career
- Corporate discounts
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.
If you are a resident of a state that requires pay transparency, please email us at recruiting@greenwayhealth.com to receive compensation and benefits information for this role. Be sure to include the Job ID in the subject line of your email.
