Description

At Relatient we’re on a mission to make access to healthcare simpler. 

We partner with leading health systems and medical practices - comprising more than 40,000 providers across the US - to optimize every step of a patient journey, from alerting patients to needed care, helping them find the right provider, scheduling appointments across multiple channels, and engaging with patients throughout their care journey via text, email, and chat. Our solutions reduce delays in care, improve communication, and enhance both the provider and consumer experience. We’ve been recognized as a Forbes Top Startup, Deloitte Fast 500, and Inc 5000, among other honors, for our rapid growth, innovative technology solutions, and energetic workplace culture.

We are currently looking for a Client Success Advisor to join our team.

Essential Functions:

• Client Relationship Management: Act as the primary contact for a portfolio of clients, delivering exceptional service and support across Relatient’s suite of products, including patient messaging, scheduling, payment, and surveys.
• Revenue Growth and Retention: Strategically manage accounts to maintain and grow revenue. Develop and execute strategies for renewals, pricing, and contract terms to ensure client satisfaction and value.
• Product Adoption and ROI: Promote the adoption and utilization of Relatient’s products. Provide data-driven insights and best practices to enhance client ROI and drive advocacy within their organization and the broader market.
• Upsell and Cross-Sell: Identify and pursue opportunities for upselling and cross-selling additional products and services. Align offerings with client needs and company strategy.
• Market Engagement: Build and sustain positive relationships with market allies. Facilitate formal referenceable accounts to support new client acquisition and market growth.
• Risk and Issue Management: Identify and mitigate risks related to revenue and relationships. Address day-to-day client issues and orchestrate cross-functional teams to resolve complex or persistent problems effectively.
• Client Education and Advocacy: Educate clients on maximizing their investments in Relatient products. Ensure clients are equipped to represent the value of Relatient solutions and serve as advocates for our products.
• Account Management and Documentation: Segment and manage your book of business based on client needs and revenue opportunities. Maintain accurate documentation and reporting on account activities, adhering to Relatient activity guidelines.
• Contract Compliance: Oversee adherence to contract terms and specifications. Coordinate with internal teams to ensure compliance and manage contractual obligations. 

Education & Experience Requirements:

• Bachelor’s Degree or equivalent experience required.
• Minimum of 3 years of experience managing multiple client and senior executive relationships, serving as a trusted advisor for client strategy.
• Healthcare industry experience preferred.
• Proven track record in a goal-oriented, self-directed environment.
• Strong presentation skills, both written and oral.
• Experience in identifying, managing, and mitigating risks, as well as managing renewal and upsell pipelines. 

Travel:

• This role may require travel 10% of the time, however, this may vary up to 25% based on client needs.

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