Senior Customer Success Specialist - Healthcare
$78.4k - $136.95kWolters Kluwer Financial Services
LOCATION: Hybrid - 8 days a month in the office(See locations on the posting)OVERVIEWThe Senior Customer Success Specialist plays a high-impact role in managing strategy and product utilization across the Clinical Decision Support Provider product portfolio. They serve as an advisor for our mid-size (major) accounts and are responsible for optimizing customer outcomes to ensure alignment with the client’s clinical, operational, and strategic goals. They ensure customer relationships are established and strengthened, drive product adoption and ensure utilization goals are achieved to maximize value realization, implementation projects are well-managed, communication plans are effectively designed and executed and ongoing performance is managed. They work directly with Sales Major Account Managers to ensure that customer needs are identified and satisfied, that expectations are met and exceeded and that renewals are achieved.Our mission is to improve healthcare worldwide. To achieve this vision, we strive to deeply understand the challenges facing clinicians and provider organizations as they evolve their workflow to cope with changing regulatory payment pressures while striving to deliver high quality and effective care.RESPONSIBILITIESCustomer Relationship Managemento Partner with Sales to build and maintain the health and well-being of assigned Major Accounts, effectively managing customer expectations, and supporting success and renewalo Act as CDSP liaison for customer executive leadership as it relates to project planning, execution, implementation and utilization effortso Complete Executive Business Reviews (EBRs) to align on progress, ROI, and future opportunities in collaboration with senior management and Saleso Develop and deliver compelling presentations and facilitate discussions with key stakeholderso Share best practices and encourage their adoption to maximize product value and outcomeso Design workflows, trainings, and deployment plans to meet unique customer needso Win support for process and performance improvement plans related to customer success, product development, and service improvements based on major account feedbacko Work with customers to set utilization goals and benchmark success, leveraging tools (reports, case studies, client references, etc.) to win and maintain customer supporto Manage and nurture relationships with key decision-makers and stakeholderso Develop an understanding of the major account’s goals, pain points, and long-term objectives to align WKH solutions with their needso Ensure the products deliver measurable value to the customer, while educating decision-makers and stakeholders on the tangible benefits being providedo Foster relationships with both internal teams and customers, continuously working to deepen trust and collaboration. Build a wide network of internal champions for WK products and leverage these relationships to drive product adoption and customer satisfactionImplementation and Project Managemento Understand and uncover customer needs, initiatives, and deployment opportunitieso Lead the development and execution of comprehensive customer project plans, including implementation and optimization activities with milestones and goals. This includes ensuring the coordinated execution of tasks across a multi-disciplinary team (Systems Implementation, Customer Support, Enterprise Support, Research & Analytics, Lifecycle Marketing, etc.) and for a variety of activities (access planning, configuration, and execution; training & onboarding; communication plans & digital programs; reporting, etc.)o Assess internal resource needs and requirements for efficient and effective implementationo Report on progress and effectiveness of plans to customer leadership and internal stakeholders. Identify and monitor potential risks to the customer relationship or satisfaction and proactively trigger escalation paths and develop remediation strategies when necessaryo Direct Customer Success Specialists in executing supporting implementation activities, including workflow design, customer configuration, branding & tailoring, and customer training and best practices tailored to the needs of high-value accountso Ensure plan execution by direct contribution and oversight of assigned team members’ efforts, prioritizing efforts and resources for assigned customer portfolio.Ongoing Utilization Managemento Oversee and analyze customer utilization patterns to identify areas of risk, opportunity, and needo Present insights that showcase how WKH solutions contribute to their goalso Conduct utilization reviews with customer providing actionable insight into product usage and making data-driven recommendations for improvemento Work with customers to re-engineer workflow processes where necessaryo Partner with marketing on communication planning including lifecycle marketing, targeted customer communications, and thought leadership campaignso Identify cross-sell/up-sell opportunities by assessing customer needs and aligning additional products, services, or features that drive value and enhance their experienceOther Dutieso Establish positive, collaborative relationships with client representatives even under difficult or escalated circumstanceso Act and communicate professionally as a representative of the CDSP teamo Respond quickly and appropriately to customer questions, needs and requests and coordinate resources to meet those needso Track and document project plans, status and progressQUALIFICATIONSEducation: bachelor’s degree required, Business Health Administration preferred. Advanced degree or equivalent recommendedExperience:3+ years direct clinical healthcare provider experience2+ years of experience in Saas-based customer success, account management, or a related role, with a focus on strategic or enterprise-level customer engagement and value realizationUnderstanding of the Healthcare LandscapeMust have in-depth knowledge of clinical decision support (CDS) products and is aware of the competition and market differentiatorsUnderstanding of the healthcare industry, including medical devices, healthcare regulations, and clinical environments and workflowsAwareness of challenges faced by healthcare organizations, such as patient outcomes, compliance, and cost pressuresMust remain current on trends, regulatory changes, and innovations in the industryMust act as a thought leader by sharing insights, whitepapers, and case studies with major accountsOther Knowledge, Skills, Abilities or Certifications:Excellent project management skills to track implementationsFamiliarity with customer success platforms and CRMsData-oriented, consultative approach to promote product utilization with customersProven ability to quickly establish rapport with all level of personnel up to and including C-suite executivesExcellent presentation, oral, and written communication skills to effectively engage with C-level executives and cross-functional teamsTRAVEL: ~30-40%#LI-HybridOur Interview PracticesTo maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.Compensation:$78,400.00 - $136,950.00 USDThis role is eligible for Bonus.Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.Additional Information:Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request. SummaryLocation: USA - Chicago, IL, West Adams St; USA - Clayton, MO; USA - Waltham, MA; USA - St Cloud, MN; USA - Kennesaw, GA; USA - White Plains, NY; USA - Houston, TX, Allen Pkwy; USA - Wichita, KS; USA - Madison, WI, Junction Rd; USA - Tampa, FL; USA - Riverwoods, IL; USA - Wilmington, DE, Orange St; USA - New York City, NY; USA - Dallas, TX; USA - Indianapolis, INType: Full time
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