Job description
Job Overview
The Client Success Manager (CSM) - Heathcare Management works with mid-to-large enterprise accounts across various industries. The CSM’s role is to establish themselves as a trusted advisor to drive successful client experience and support renewal and growth. The ideal candidate for this role is determined to lead Drips clients to achieve the success metrics laid out for each campaign and address various business challenges through use of Drips campaigns. They are primarily responsible for leading the day-to-day client communication across their portfolio and delivering insightful performance reporting and analysis. They will engage in some performance troubleshooting, while appropriately delegating deeper investigations. In addition, the CSM must execute these job responsibilities within the framework of Drips Core Values. Additional duties and responsibilities as assigned.
Duties/Responsibilities
The Client Success Manager role can be broken down into three key areas. Those key areas and the related responsibilities include:
Campaign Performance Strategy & Insights
- Become an expert at the strategy and best practices for a Drips campaign – how to guide clients towards high-value campaigns and the key pieces of the campaign to analyze for performance and strategic insights. Utilize internal tools such as Salesforce and Tableau to thoroughly understand campaign performance trends.
- Gather required information & strategy for New Campaigns (Projects). Guide your clients to establish realistic goals and success measures for Drips campaigns.
- Utilize Salesforce Cases to communicate design requirements to Production team for setup.
- Lead campaign design planning & review with client for approval.
- Own delivery of recurring performance reporting for client campaigns. Determine meaningful performance trend insights and optimization recommendations, partnering with a Client Success Associate to provide you with supplemental performance details.
Client Communication
- Own the day-to-day client-facing communication for Accounts in your portfolio, and build relationships across the client organization (business and IT/technical stakeholders). Adhere to Response Time SLAs in-line with Client Account Tier. Manage delegation of client requests and investigations as appropriate to Client Insights, Production, or Product/QA teams.
- Lead recurring client performance calls (weekly, biweekly, monthly depending on Client Tier).
- Participate in & lead prep with Account Manager for recurring Monthly Strategic Calls & QBRs.
- Act as the voice of the client internally to advocate customer’s needs.
- Current-Month Revenue Forecasting – Own the updates to current-month forecast projections, based on a solid understanding of expected growth or contraction of your account’s current campaigns.
- Client Health – review Client Health scoring on a weekly basis for all Accounts. Lead adjusting or escalating changes. Partner with Account Manager for alignment on scoring.
- Be aware of the client’s business goals, objectives, and changes within the client organization to identify expansion opportunities and to proactively address any challenges that might impact the use of our solution.
Required Skills
- Must have 3–5 years of experience working within the healthcare industry, with a strong understanding of healthcare operations, compliance, and terminology.
- Serve as the primary point of contact for healthcare clients, driving adoption, value realization, and satisfaction with our platform through proactive engagement and strategic guidance.
- Partner with cross-functional teams (Product, Support, and Implementation) to ensure healthcare clients achieve their desired outcomes while navigating regulatory requirements, integrations, and evolving care delivery models
- Member or patient engagement and Medicare and Medicaid program
- At least 4 years of experience as an Enterprise CSM or Enterprise Project Manager (client-facing), delivering managed service strongly preferred.
- Adept with Microsoft Office suite. Fast learner of software (Salesforce, Tableau). Experience or comfort with using Microsoft Teams and other messenger services to communicate.
- Comfortable translating complex ideas and issues to an uninformed audience. Must be able to translate data into actionable business insights related to clients’ business goals and strategy.
- Ability to manage and support tasks and due dates for multiple clients at once.
- Strong organizational skills. Keen ability to pay attention to the details.
- Exceptional verbal and written skills. Must be able to build comfortable and positive relationships with customer team members at varying levels, up to Executive level.
- Must be a self-starter able to work with limited supervision.
- Ability to work independently as well as part of a team in a remote environment. Drips is a fully remote work environment.
Preferred Skills
- Member or patient engagement and Medicare and Medicaid program
- Experience in affiliate marketing or lead generation space, marketing campaign management.
- Working knowledge of web-based SaaS products.
- Experience working in a growing tech company.
- Experience in a performance marketing environment
\*\* Must be currently living in the U.S. / are authorized to work in the U.S.
Applicant Instructions:
In order to be considered for this role, all applicants must submit a cover letter alongside their resume that contains the details outlined below.
Include details about your experience in the following skillsets:
- Experience managing client relationships in a B2B setting
- Experience in new client onboarding and implementation
- Experience in technical troubleshooting for a SaaS product
Also include the following:
- Your salary requirements or range
- Brief explanation of which of the Drips Core Values (available on our website) that you embody the most
