Customer Success Manager

, OH, United States

Wolters Kluwer - Financial Services Solutions

Bachelor's degree required, preferably in Business/Health Administration

4-7 years of experience working with healthcare systems, preferably in a project manager or IT liaison role

Strong customer relationship-building skills and understanding of clinical environments and workflows

Knowledge of Electronic Health Record (EHR) systems and health technology

Excellent project management and communication skills

Superb presentation, oral, and written communication skills

Responsibilities This role involves managing customer product utilization and ensuring successful implementation of CE products

The manager will collaborate with the Customer Success team and Sales Account Managers to establish and strengthen customer relationships

Build and maintain customer relationships, manage expectations, and support success and renewal

Serve as a liaison between CE and customer executive leadership during project planning, execution, implementation, and utilization efforts

Complete executive planning sessions for customer accounts and share best practices

Design workflows, trainings, and deployment plans to meet customer needs

Present findings internally and externally to improve customer success

Lead the execution of comprehensive customer project plans

Track progress and effectiveness of plans, report to customer leadership and internal stakeholders

Oversee customer utilization and analyze usage patterns to identify areas of improvement

Work with customers to re-engineer workflow processes

Partner with marketing on communication planning and identify cross-sell/up-sell opportunities

Advise sales team on contract terms and pricing, review implementation scopes, and provide support to customers

Qualifications Bachelor's degree required, preferably in Business/Health Administration

4-7 years of experience working with healthcare systems, preferably in a project manager or IT liaison role

Strong customer relationship-building skills and understanding of clinical environments and workflows

Knowledge of Electronic Health Record (EHR) systems and health technology

Excellent project management and communication skills

Superb presentation, oral, and written communication skills

Responsibilities This role involves managing customer product utilization and ensuring successful implementation of CE products

The manager will collaborate with the Customer Success team and Sales Account Managers to establish and strengthen customer relationships

Build and maintain customer relationships, manage expectations, and support success and renewal

Serve as a liaison between CE and customer executive leadership during project planning, execution, implementation, and utilization efforts

Complete executive planning sessions for customer accounts and share best practices

Design workflows, trainings, and deployment plans to meet customer needs

Present findings internally and externally to improve customer success

Develop effective plans for large-scale customer deployments

Lead the execution of comprehensive customer project plans

Track progress and effectiveness of plans, report to customer leadership and internal stakeholders

Oversee customer utilization and analyze usage patterns to identify areas of improvement

Work with customers to re-engineer workflow processes

Partner with marketing on communication planning and identify cross-sell/up-sell opportunities

Advise sales team on contract terms and pricing, review implementation scopes, and provide support to customers

Job summary

Wolters Kluwer Health's Clinical Effectiveness (CE) organization is seeking a Customer Success Engagement Manager.

This role involves managing customer product utilization and ensuring successful implementation of CE products...

The manager will collaborate with the Customer Success team and Sales Account Managers to establish and strengthen customer relationships.

Job seniority: mid-to-senior level

Responsibilities

• Build and maintain customer relationships, manage expectations, and support success and renewal.

• Serve as a liaison between CE and customer executive leadership during project planning, execution, implementation, and utilization efforts.

• Complete executive planning sessions for customer accounts and share best practices.

• Design workflows, trainings, and deployment plans to meet customer needs.

• Present findings internally and externally to improve customer success.

• Develop effective plans for large-scale customer deployments.

• Lead the execution of comprehensive customer project plans.

• Track progress and effectiveness of plans, report to customer leadership and internal stakeholders.

• Oversee customer utilization and analyze usage patterns to identify areas of improvement.

• Work with customers to re-engineer workflow processes.

• Partner with marketing on communication planning and identify cross-sell/up-sell opportunities.

• Advise sales team on contract terms and pricing, review implementation scopes, and provide support to customers.

Requirements

• Bachelor's degree required, preferably in Business/Health Administration.

• 4-7 years of experience working with healthcare systems, preferably in a project manager or IT liaison role.

• Strong customer relationship-building skills and understanding of clinical environments and workflows.

• Knowledge of Electronic Health Record (EHR) systems and health technology.

• Excellent project management and communication skills.

Key Skills Needed

• Strong customer relationship-building skills

• Understanding of clinical environments and workflows

• Knowledge of Electronic Health Record (EHR) systems

• Excellent project management skills

• Superb presentation, oral, and written communication skills

Original job Customer Success Manager posted on GrabJobs . To flag any issues with this job please use the Report Job button on GrabJobs Wolters Kluwer Financial Services Solutions are offerings of the company’s Governance, Risk & Compliance division. The solutions include:Compliance Solutions, a market leader and trusted provider of regulatory compliance solutions and services to more than 10,000 U.S. banks and credit unions. The business helps these financial institutions efficiently manage compliance obligations tied to loan and deposit origination transactions and workflows, and gain the insights needed to focus on better serving their customers and growing their business.Finance, Risk and Regulatory Reporting, providing integrated regulatory compliance and reporting solutions, supporting regulated financial institutions in meeting their obligations to external regulators and their own boards of directors.Compliance Program Management offers solutions that enable chief compliance officers at banks, securities, and insurance companies to stay on top of compliance with a myriad of financial and non-financial regulations.Insurance Compliance provides the industry's most trusted and relied upon point solutions to solve specific problems, manage the insurance compliance process and a common platform to monitor and report on compliance risks as either a standalone solution or as part of a larger view of enterprise risk management initiative.Tax Reporting solutions that enable accuracy and efficiency in corporate actions taxability management, cost basis reporting and mutual and hedge fund tax reporting.Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day.We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.

Information Technology, Financial Services, Legal Services, Software and Technology, Banking and Finance

Public Company

Minneapolis, Minnesota

Company Specialties:

Banking, Securities, Insurance, Risk, Compliance, and Investment Tax

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