Client Success Manager
Insight Global
Client Success Manager Required Skills & Experience Education & Pedigree: A college degree is required. We prefer candidates with degrees from reputable universities who have demonstrated strong campus or community leadership. Executive Presence & Polish: Impeccable written and oral communication skills. You must be neat, professionally presentable, and capable of effortlessly commanding trust with healthcare executives, doctors, and prescribers on video calls. Process-Driven & Detail-Oriented: Exceptional organizational skills and extreme meticulousness. You hate messy data, late follow-ups, or unoptimized workflows. Reliability & Trajectory: Unwavering dependability is a must. We need a highly driven individual who can be trusted to manage top-tier client relationships and keep our executive team on track. Location: Ability to work a hybrid schedule, commuting to our physical office in Sandy Springs, GA at least multiple days a week. Some sales experience, preferably within healthcare or a related field. Nice to Have Skills & Experience Healthcare experience Pharmacy background Job Description We are seeking an energetic, highly organized Client Success Manager to serve as an operational anchor and project manager for our sales leadership team. In this role, you will work directly alongside two of our top executives: the Chief of Product and the Business Owner. Because our sales process involves nuanced clinical and strategic discussions with doctors and prescribers, our leadership team leads every final closing call. You will act as the meticulously organized bridge between our leadership and our prospective clients, managing complex, dual-sided implementations. Our prescribers require complex, specialized solutionsoften involving 50-state licenses, software integration, and strict compliance. Your primary focus will be keeping leadership strictly focused on high-value conversations by owning meeting logistics, ensuring flawless follow-up, and holding all parties accountable to action items. Please note: You will not be responsible for conducting sales or closing deals. Key Responsibilities Sales Project Management: Manage approximately 50 concurrent client relationships at a time, driving onboarding strategies for a diverse portfolio of independent doctors, corporate clinics, telehealth providers, and hospitals. Executive Enablement & Scheduling: Seamlessly coordinate meeting logistics and virtual schedules for the Chief of Product and Business Owner. Meeting Facilitation: Act as the face of the company on a high volume of virtual meetings. You will guide the agenda, provide professional introductions for our team members to lead into the discussion, and close out the meetings with a brief recap of what was discussed. Interpretation & Documentation: Take thorough, detailed meeting summaries during client calls, interpreting complex needs and identifying clear action items for both our internal leadership and the prospective clients (doctors and prescribers). Unblocking Implementations: Prevent partnerships from stalling by tracking and organizing dual-sided action items, ensuring both our internal team and the client complete their necessary steps in the correct sequence. Accountability & Follow-Up: Draft and send well-written recap emails to all meeting attendees. Professionally track, monitor, and enforce accountability on all action items for both the clients and our internal team. Account Management: Nurture and manage the relationship with the practice post-meeting until they officially begin sending prescriptions to our pharmacy. Serve as the initial point of contact for prospect inquiries or scheduling updates, ensuring a high-touch, polished client experience. Occasional Industry Presence: Represent the company in person 3-4 times a year at major industry conferences.
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