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Client Success Coordinator

May 15, 2025May 15, 2025

Client Success Coordinator

CompanyNetsmart
LocationOverland Park, KS, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior

Requirements

  • Bachelor’s degree of equivalent work experience
  • At least 1 year sales, implementation, support or product management related work experience on a SaaS product
  • Proficient in Microsoft Office with advanced Excel skills
  • Effective and efficient communication skills and be able to organize, prioritize and schedule a high workload
  • Demonstrated analytical and problem-solving abilities
  • Strong collaborative skills
  • Communicate effectively with various audiences through clarification, understanding of complex problems, and presentation skills

Responsibilities

  • Serve as the client’s main point of contact for business relationship activities to include implementation, ongoing training, adoption or enhancement initiatives, integration, contract maintenance and renewals, and ongoing industry and product knowledge.
  • Conduct proactive client business reviews, data research, monitoring and outreach to identify and resolve barriers to satisfaction and retention.
  • Leverage existing strategies to create marketing and sales plans for clients, prospects and client segments. Perform platform demos for potential new clients in coordination with other Netsmart teams
  • Effectively communicate solution offerings, technology, and consulting services and identify opportunities to up-sell and expand client portfolio for total client value and foster healthy client relationships
  • Interface and advocate for the client through collaboration across sales, professional services, product management and development teams to resolve current challenges and identify future solutions. Manage escalations and projects with the client as needed. Maintain data integrity in CRM and/or support ticketing systems through ongoing data cleanup, documentation, management, and billing
  • Develop industry, regulatory, and competitive knowledge and expertise as well as familiar with best practices within assigned clients.

Preferred Qualifications

  • Sales, implementation, support or product management related work experience on assigned SaaS product
  • Health care information technology (HCIT) solution strategy or consulting work experience


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyJuniorNetsmartSales & Account Management

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