Client Success Account Executive; CSM

Job Type: Full‑time

VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions‑oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights.

We are proud to serve as the single source for all our clients’ valuation, strategic, and compliance needs.

VMG Health is seeking a Client Success Manager to join the team. The Client Success Manager (CSM) is responsible for onboarding, supporting, retaining, and growing existing SaaS platform clients. This role ensures clients achieve measurable value from the platform, serves as a trusted advisor, and acts as a post‑sale support contact.

Client Onboarding & Training

• Lead client onboarding meetings in partnership with Valuation Team stakeholders
• Ensure client accounts are properly configured in SaaS platform, including user access and permissions
• Train new clients on SaaS platform functionality and best practices
• Coordinate handoff from Sales to ongoing client engagement

Ongoing Client Management & Support

• Serve as the primary point of contact for client support requests, resolving directly or escalating as needed
• Build and maintain trusted, long‑term relationships with client stakeholders
• Conduct regular business reviews to evaluate performance, KPIs, and strategic alignment
• Communicate SaaS platform updates and changes to clients
• Track license renewals and proactively manage retention efforts

Client Advocacy & Growth

• Anticipate client needs and proactively identify risks or expansion opportunities
• Manage escalations and client concerns in a structured, solutions‑oriented manner
• Translate client feedback into actionable insights for Product and internal teams
• Advocate internally for client priorities and ensure follow‑through on commitments

• Maintain accurate account records and CRM updates
• Assist with testing SaaS platform enhancements prior to deployment
• Develop and maintain client training materials and documentation
• Assisting with sales demos as needed
• Assisting with internal team training as needed

• Bachelor's degree or equivalent experience
• Minimum two years in client success, account management, or customer support roles of SaaS applications
• Strong project management, analytical, and organizational skills
• Exceptional interpersonal, written, and customer service skills
• Experience presenting
• Ability to manage multiple client relationships simultaneously
• Proficiency in Microsoft Office (Excel, PowerPoint)

• Background in healthcare and/or physician compensation