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June 25, 2026

Premier Client Success Manager

Mid • On-site

Salt Lake City, UT

About the Role

We’re looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. The role serves as the primary escalation point for assigned clients, collaborates with Sales Account Management on communications and projects, oversees implementations and solutions, provides proactive support, and drives client retention.

What You’ll Do

Client Relationship Management

  • Build and maintain strong relationships with healthcare clients.
  • Serve as the primary escalation point for providers, addressing inquiries and concerns professionally.
  • Conduct proactive client outreach based on established schedules.

Onboarding

  • Partner with the onboarding team to ensure a seamless client transition.
  • Ensure clients have access to necessary training resources for optimal performance.

Transaction Support

  • Troubleshoot and resolve issues, including rejected claims and data discrepancies.
  • Assist clients in optimizing processes to enhance efficiency and reduce errors.

Documentation and Reporting

  • Utilize Salesforce to maintain accurate records of client interactions and issue resolutions.

Collaboration and Cross-Functional Teamwork

  • Collaborate with IT/Engineering, Sales, compliance, and client support teams to resolve issues.
  • Contribute to improvements of internal systems, processes, and products.

What You’ll Need

  • Bachelor's degree in healthcare administration, information technology, or equivalent experience.
  • 2+ years of experience in account management or customer support within healthcare EDI.
  • Deep understanding of EDI standards, protocols, and healthcare billing and claims processes.

Nice to Have

  • Familiarity with EDI software and systems.

Travel Requirements

  • Up to 20% travel for client meetings, team gatherings, or company events.

Compensation and Benefits

  • Compensation range: $55,000—$65,000 USD.
  • Performance-based bonuses.
  • Medical, dental, and vision coverage.
  • 401(k) with company match.
  • Paid time off and additional benefits.

EEO Note

Office Ally is an Equal Opportunity Employer and does not discriminate on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

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On-site

Concord, CA

🏢 Summary: Opportunity for an experienced Product Owner (Client Implementations) to lead client-specific implementation and integration projects within healthcare EDI and electronic payments. The role combines product ownership and technical project management, acting as the liaison between stakeholders and engineering to deliver well-defined, on-time solutions. Focused on healthcare transactions, APIs, and system integrations in an Agile environment. 🗂️ Requirements: 7+ years experience as Product Owner, Technical Project Manager, Business Analyst, or Implementation Manager, Experience working with engineering teams in Agile environments, Experience managing client-facing or implementation-driven projects, Ability to manage multiple concurrent projects and stakeholders, Experience with Jira, Confluence, Monday.com or similar tools 📃 Skills: Jira, Confluence, Monday.com, EDI, ANSI, X12, REST, JSON, XML, APIs, Guidewire, ClaimCenter, ContactManager, Webhooks, Middleware, Postman, SQL, CSV 🏢 Description: About the Role This is a great opportunity to join a growing company helping to transform the healthcare technology industry as our Product Owner (Client Implementations). In this role, you will participate in the implementation and integration for our customers and delivery of numerous products that are changing the face of electronic billing, electronic payments, and secure services for Property & Casualty and Healthcare payers and providers nationally. Join our engineering team building solutions that power healthcare EDI transactions. The Product Owner (Client Implementations) serves as the central point of coordination between internal stakeholders and engineering teams for client-specific projects. This role combines product ownership and technical project management responsibilities to ensure that implementation efforts are well-defined, properly scheduled, and efficiently delivered. This role translates business requirements into actionable engineering work, manages delivery timelines, and ensures successful client outcomes. What You'll Do Project Planning & Scheduling - Develop and maintain implementation timelines, milestones, and deliverables - Coordinate closely with engineering leads on capacity planning and work sequencing - Track progress and proactively manage blockers, scope changes, and delivery risks Engineering Liaison & Intake Management - Serve as the primary interface between internal stakeholders and engineering teams - Triage incoming requests and ensure requirements are well-defined and documented before reaching engineering - Protect the engineering team's focus by reducing ad hoc interruptions and unclear requests - Escalate only prioritized, well-scoped work items to engineering Stakeholder Management - Communicate status, timelines, risks, and trade-offs to internal stakeholders - Set and manage expectations around scope, delivery timing, and dependencies - Align cross-functional teams, including Sales, Customer Success, Operations Implementation Ownership - Ensure requirements are complete, validated, and aligned with platform capabilities - Identify gaps, dependencies, and risks early in the implementation lifecycle - Continuously identify opportunities to improve processes, delivery efficiency, and team effectiveness BRD Review & Translation - Review Business Requirements Documents (BRDs) for clarity, feasibility, and completeness - Translate BRDs into detailed user stories, tasks, and acceptance criteria - Partner with engineering to ensure requirements are technically actionable and implementation-ready What You'll Need - 7+ years of experience as a Product Owner, Technical Project Manager, Business Analyst, or Implementation Manager - Experience working directly with engineering teams in Agile environments - Strong background in managing client-facing or implementation-driven projects - Proven ability to manage multiple concurrent projects and stakeholder groups - Experience with tools such as Jira, Confluence, Monday.com, or similar Nice to Have - Familiarity with EDI integrations, including ANSI X12 transaction sets (e.g., 837, 835, 275, 277, 999) - Working knowledge of APIs (REST, JSON/XML, authentication methods) and ability to interpret API documentation - Working knowledge of the Guidewire platform, mainly Claim Center and Contact Manager - Understanding of system integration patterns (webhooks, middleware, batch vs real-time processing) - Experience with data formats and mapping (JSON, XML, CSV) and validating data flows - Solid understanding of the Agile SDLC and working in sprint-based development environments - Ability to use API testing tools (e.g., Postman) for validation and troubleshooting - Basic knowledge of SQL or data querying for troubleshooting and validation Benefits - Base salary range: $110,000—$130,000 USD - Performance-based bonuses - Medical, dental, and vision coverage - 401(k) with company match - Paid time off and additional benefits