Client Success Executive II

Client Success Executive II

This is a remote position - however, candidates must reside in Texas due to business needs.

The Client Success Executive II independently manages a portfolio of healthcare clients, driving client satisfaction, retention, and financial performance through applied revenue cycle expertise, data-driven analysis, and proactive relationship management. This role serves as a trusted day-to-day partner to client stakeholders, exercises independent judgment to address client needs, and collaborates cross-functionally to deliver measurable business outcomes.

• Manage a balanced portfolio of assigned client accounts with varying service scopes, strategic priorities, and engagement requirements.
• Apply EMS billing and account management knowledge to support client performance, issue resolution, and financial outcomes.
• Resolve client escalations independently, involving leadership when necessary based on impact and risk.
• Proactively identify risks, trends, and opportunities within assigned client accounts.
• Act as a resource to peers by sharing knowledge, best practices, and guidance.
• Demonstrate proactive account management by identifying data-driven trends through client reporting and ensuring follow-through on action plans.
• Demonstrate effective leadership within the designated Point-of-Delivery (POD) and state or territory POD groups.
• Independently manage multiple client accounts and stakeholder relationships, using analysis of revenue cycle, accounts receivable, and operational data to identify trends, risks, and improvement opportunities.
• Lead client meetings, presentations, and business reviews by setting agendas, presenting performance insights, facilitating discussion, and driving alignment on action plans and next steps.
• Communicate relevant compliance and regulatory updates to clients and support implementation as needed.
• Partner with internal teams to coordinate services, projects, and implementation activities.
• Identify opportunities for financial improvement, operational optimization, and value expansion within client engagements.
• Maintain accurate and timely documentation of client interactions, decisions, and deliverables.
• Support contract renewals and ongoing client engagement and retention strategies.
• Perform other duties as assigned.

Required Education, Skills, & Experience

• Bachelor's degree in Business Administration, Healthcare Administration, or a related field.
• 3–6 years of experience in client success, account management, or healthcare revenue cycle-related roles.
• Working knowledge of healthcare billing, reimbursement, and regulatory compliance concepts.
• Strong analytical, presentation, and relationship-management skills with the ability to communicate insights effectively.
• Demonstrated ability to manage competing priorities, deadlines, and client expectations independently.
• Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.

Preferred Education, Skills, & Experience

• Experience using Salesforce, Smartsheet, or MS Project, or similar client management and project tracking tools.
• Experience in EMS or healthcare revenue cycle environments

• The office environment is a controlled indoor setting with minimal exposure to adverse conditions.
• Noise levels in the office are typically moderate and consistent with a standard office setting.
• For employees approved to work in a hybrid or remote setting, a quiet, private workspace free from significant distractions is required to ensure productivity during work hours.
• A reliable internet connection is required for hybrid/remote work. EMS|MC will provide necessary equipment, including a computer, monitor, keyboard, mouse and headset.

• Sitting: frequent and prolonged periods of sitting at a desk while working on a computer.
• Communication: frequent and prolonged periods of speaking, listening, reading, and writing.
• Fine motor skills: frequent use of hands for typing and operating a computer mouse.
• Movement: occasional walking and climbing of stairs;…