Customer Success Consultant

The Customer Success Consultant is responsible for collaborating and communicating with TruBridge clients to ensure a successful client experience.  Customer Success Consultants focus on partnering with clients to clearly understand their data, goals, challenges, organizational structure, and key business drivers.

These Goals and objectives are not to be construed as a complete statement of all duties performed; employees will be required to perform other job-related duties as required.  Goals and objectives are subject to change.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate. 

Essential Functions

• Maintain and manage relationships with multiple clients.
• Collaborate with other business units and/or internal teams to ensure client satisfaction.
• Serves as a point of contact for all customers and interact with clients through meetings, emails, and escalation resolution.
• Ensure communication between client and internal teams.
• Ensure customer emails are addressed within 24 hours with a timeline or resolution to the concern/request presented.
• Responsible for facilitating project plan timelines and communicating with the customer.
• Drive process improvements across customer and internal teams by identifying challenges and revenue opportunities for customers.
• Identify upsell opportunities and connect Client Executive with the client.
• Provide a high level of value and customer service to both our clients by identifying and efficiently resolving issues.
• Perform additional projects and job duties as assigned.

Skills & Requirements:

• Strong analytical and problem-solving skills required.
• Exceptional written, verbal, and interpersonal communication skills required.
• Excellent client-facing and presentation skills.
• Professional demeanor required.
• Strong organizational, multi-tasking, and time-management skills.
• Must be detail oriented and able to follow through on issues to resolution.
• Must be able to act both independently and as a team member.

Minimum Requirements:

Education/Experience/Certification Requirements

• Bachelor’s Degree, or equivalent, preferred.            
• 4+ years Client/Account management or related experience.
• General understanding of project management procedures.
• Proficient in Microsoft Word, Outlook, and Excel.

Preferred Qualifications:

• Bachelor’s Degree or equivalent

Other possible Unofficial Titles:

Unofficial titles may be given by the manager and used for calling cards and email signatures.

Client Success Consultant