Client Success Manager

🏢 Summary: Client Service Analyst role focused on supporting healthcare SaaS clients, optimizing software performance, and improving client experience through product expertise and collaboration with internal teams. The position requires experience in software support, data analysis, and client success, with on-site work at the Carmel, IN headquarters. 🗂️ Requirements: High school diploma or equivalent, 4+ years experience in SaaS, software support, or client success, Experience in software, Experience in data analysis, Experience in analytics or informatics, Strong written and verbal communication skills, Authorization to work in the U.S. without sponsorship, Ability to work on-site five days a week 📃 Skills: SaaS, Analytics, Informatics, Healthcare, DataAnalysis, SoftwareSupport 🏢 Description: Who We Are Clinical Architecture is at the forefront of healthcare IT innovation. Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve tough problems that make a difference. Our environment is positive, casual, and comprised of people dedicated to delivering world-class solutions and exceptional customer service. About the Position Clinical Architecture is seeking a Client Service Analyst to join our team in the Indianapolis, IN area. The Client Service Analyst engages with clients to provide support and enhance the client experience. This role will challenge you to learn our software and its capabilities to assist our clients with their initiatives. We prioritize building long-term relationships with our clients, striving to exceed their expectations. This role is based on-site at our Carmel, IN Headquarters, five days a week. While we are an in-office organization, we do our best to offer flexibility when needed, ensuring both work-life balance and uninterrupted business operations. Applicants must be authorized to work in the U.S. without sponsorship. Responsibilities - Collaborate with the Client Success Manager to ensure client satisfaction. - Become a product expert with the support of our internal teams. - Educate clients on product features and enhancements using virtual technology. - Analyze the current configuration of Clinical Architecture products as it relates to the ongoing business needs of clients and stakeholders. - Identify areas for improvement and propose solutions to optimize software performance and the client's return on their software investment. - Proactively seek opportunities to broaden client knowledge of best practices and their application to customer implementations. - Document and share client utilization and product performance with internal team members to enhance overall product, services, and sales performance. - Translate client needs into actionable items. - Efficiently and accurately respond to inquiries, both written and verbal. - Collaborate with internal teams to troubleshoot issues and test software enhancements. Qualifications - Bachelor's degree preferred, high school diploma or equivalent required. - Minimum 4+ years experience in SaaS, software support, or client success required. - Previous software, data analysis, analytics, and/or informatics experience is required. - Healthcare or healthcare terminology knowledge or experience is advantageous. - Strong communication skills, both written and verbal. - Commitment to continuous learning. Benefits - Opportunities for learning, development, and growth. - Experiences that connect you with colleagues. - A laid-back work environment with thoughtful amenities. - Paid Volunteer Time, Paid Holidays & PTO, including winter break week for full-time team members. - Sabbatical opportunities for tenured team members. - Comprehensive Medical, Dental, Vision, and ancillary insurance options for eligible employees. - Maternity and Parental leave benefits. - Employer paid Short-term Disability & Long-term Disability. - Health and Wellness incentives. - 401k Matching.

🏢 Summary: The offer is for a Client Success Manager responsible for managing healthcare clients using cloud-based revenue cycle and EDI solutions. The role focuses on client relationship management, onboarding support, troubleshooting claims and data issues, and cross-functional collaboration to improve processes and systems. It combines account management with deep healthcare EDI expertise to drive client retention and operational efficiency. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent combination of education and experience, Minimum 2 years of experience in account management or customer support within healthcare EDI, Strong understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to use Salesforce for documentation and reporting, Willingness to travel up to 20% 📃 Skills: EDI, HealthcareEDI, Salesforce, ClaimsProcessing, RevenueCycleManagement, EligibilityVerification, PaymentProcessing, DataExchange 🏢 Description: 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. This position serves as the primary escalation point for assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support, resolves issues, and drives client retention. What You'll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. - Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with professionalism. - Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. - Contribute to the development and improvement of internal systems, processes, and products. What You'll Need - Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems is a plus. Travel Requirements - Up to 20% travel, including client meetings, team gatherings, or company events. Compensation and Benefits Compensation may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. Equal Opportunity The employer 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 law.

🏢 Summary: Senior on-site leadership role overseeing post-sale client services operations for a healthcare SaaS organization, including implementations, client success, operations, and professional services. The position focuses on scaling service delivery, improving client outcomes, and partnering with product and engineering teams to support adoption and operational excellence. 🗂️ Requirements: 10+ years leading client services, customer success, or professional services teams, 5+ years managing Directors or large teams, Experience scaling services in high-growth enterprise SaaS or complex B2B environments, Experience partnering with Product and Engineering teams, Authorization to work in the U.S. without sponsorship, On-site availability in Carmel, IN, Healthcare or regulated industry experience preferred 📃 Skills: SaaS, B2B, KPIs, OKRs, Healthcare 🏢 Description: Who We Are Clinical Architecture is at the forefront of healthcare IT innovation. Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve tough problems that make a difference. Our environment is positive, casual, and comprised of people dedicated to delivering world-class solutions and exceptional customer service. About The Position Clinical Architecture is seeking a Vice President of Client Services to join our team in the Indianapolis, IN area. The Vice President, Client Services is a senior leader responsible for delivering exceptional client outcomes while building a high performing, engaged, and continuously developing team. This role owns the full post-sale client experience and will lead the departments accountable for client implementations, operations, success (account management), and professional services. The Vice President, Client Services will maintain a scalable services organization, ensure strong operational rigor, and partner cross-functionally to ensure products meet client expectations and are successfully adopted. This role is required to be on site at our Carmel, IN Headquarters. Clinical Architecture offers flexibility to accommodate a healthy work-life balance. Applicants must be authorized to work in the U.S. without sponsorship. Responsibilities Customer Outcomes at Scale - Own end-to-end client outcomes across the post-sale life cycle, from implementation to expansion. - Ensure clients achieve predictable time-to-value, strong adoption, platform stability, and long-term success. - Serve as the executive escalation point for critical client issues and relationships. Core Leadership + Team Development Requirements - Lead, mentor, and scale the Client Services team composed of: - Client Operations - Client Success - Implementation Architecture - Professional Services - Build a high-performing leadership bench and foster a culture of accountability, ownership, and continuous improvement. - Design clear roles, career paths, and operating expectations as the organization scales. - Promote a culture of continuous learning and knowledge sharing across the team. - Ensure appropriate resource allocation and workload balancing to maintain performance. Cross-Functional Partnership - Partner with Product Management, Product Engineering, and Product Quality to ensure product releases can be adopted seamlessly by clients. - Establish feedback loops from clients and the field into product strategy and prioritization. Operating Rigor + Scalability - Define and own Client Services KPIs and OKRs, ensuring progress is visible and measurable. - Design scalable processes and tools that support growth without sacrificing quality. - Balance standardization with flexibility across client segments and use cases. What Success Looks Like - Clients experience consistent, high-quality implementations and ongoing support. - Product releases are deployed on time and with minimal disruptions. - Client Services KPIs are clearly defined, tracked, and improving quarter over quarter. - The services organization scales sustainably. Leadership and Mindset - Systems thinker who enjoys building structures where they do not yet exist. - Comfortable holding leaders accountable while building trust and alignment. - Energized by growth, ambiguity, and scaling challenges. - Strong executive presence with the ability to influence across functions. - Value-driven leadership focused on ownership, transparency, and collaboration. Qualifications - Minimum of 10 years of experience leading client services, customer success, professional services, or similar teams. - Minimum of 5 years managing Directors and/or large teams. - Proven success scaling services in high-growth, enterprise SaaS or complex B2B environments. - Experience partnering deeply with Product and Engineering teams. - Experience supporting or scaling international customers and services operations is a plus. - Healthcare or regulated industry experience is strongly preferred. Benefits - Opportunities for learning, development, and growth. - Experiences that connect employees with colleagues. - Laid-back work environment with amenities. - Paid Volunteer Time, Paid Holidays, PTO, and winter break week for full-time team members. - Sabbatical opportunities for tenured team members. - Comprehensive Medical, Dental, Vision, and ancillary insurance options for eligible employees. - Maternity and Parental leave benefits. - Employer-paid Short-term and Long-term Disability. - Health and Wellness incentives. - 401k matching.

🏢 Summary: The offer is for a Client Success Manager responsible for supporting healthcare clients using EDI and revenue cycle management tools, acting as the primary escalation point and ensuring successful onboarding, issue resolution, and client retention. The role combines healthcare EDI expertise, claims processing knowledge, and cross-functional collaboration to optimize client operations and resolve transaction issues. It requires experience in healthcare EDI environments and strong technical understanding of billing and claims workflows. 🗂️ Requirements: 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 and protocols, Knowledge of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience using Salesforce for documentation and reporting, Willingness to travel up to 20% 📃 Skills: EDI, HealthcareEDI, ClaimsProcessing, RevenueCycleManagement, Salesforce, Billing, DataAnalysis, Troubleshooting 🏢 Description: 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. This position serves as the primary escalation point for assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. What You’ll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. - Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism. - Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. - Contribute to the development and improvement of both internal systems and processes as well as products. What You’ll Need - Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems is a plus. Travel Requirements - Up to 20% travel, including client meetings, team gatherings, or company events. Compensation and Benefits - Compensation range: $55,000—$65,000 USD. - Eligible for performance-based bonuses. - Comprehensive benefits package including 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.

🏢 Summary: The Client Success Manager role focuses on managing and supporting healthcare clients using EDI and revenue cycle management solutions, acting as the primary escalation point and ensuring successful onboarding, issue resolution, and retention. The position involves troubleshooting claims and data issues, collaborating cross-functionally, and maintaining accurate reporting in Salesforce. It requires strong expertise in healthcare EDI standards, billing processes, and client account management. 🗂️ Requirements: 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 and protocols, Knowledge of healthcare billing and claims processes, Ability to manage client escalations and resolve transaction issues, Willingness to travel up to 20% 📃 Skills: EDI, Salesforce, Healthcare, Billing, Claims, RevenueCycle, Cloud, CRM 🏢 Description: 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, resolves issues, and drives client retention. What You’ll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific business operations. - Serve as the primary escalation point for providers, addressing inquiries, concerns, and requests professionally. - Conduct proactive client outreach based on schedules outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to necessary training resources. 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 deliver comprehensive solutions and resolve issues. - Contribute to the development and improvement of internal systems, processes, and products. What You’ll Need - Bachelor’s degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with 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. Pay Transparency Compensation may vary based on skills, experience, and location. Employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary range: $55,000—$65,000 USD. EEO Note The company is an Equal Opportunity Employer and does not discriminate on the basis of legally protected characteristics.

🏢 Summary: The Client Success Manager role focuses on supporting healthcare clients using EDI and revenue cycle management solutions, serving as the primary escalation point and ensuring smooth onboarding, issue resolution, and ongoing optimization. The position involves close collaboration with cross-functional teams to resolve claims and data issues while driving client retention and satisfaction. It requires strong knowledge of healthcare EDI standards, billing, and claims processes. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent experience, Minimum 2 years of experience in account management or customer support within healthcare EDI, Strong understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience maintaining client records in CRM systems, Willingness to travel up to 20% 📃 Skills: EDI, Healthcare, Billing, Claims, Salesforce, CRM, RevenueCycleManagement, DataAnalysis, Troubleshooting 🏢 Description: 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, resolves issues, and drives client retention. What You'll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific business operations. - Serve as the primary escalation point for providers, addressing inquiries, concerns, and requests professionally. - Conduct proactive client outreach based on schedules outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless client transition. - Collaborate with the Learning Experience team to ensure clients have access to necessary training resources. 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 - Work with IT/Engineering, Sales, compliance, and client support teams to deliver comprehensive solutions. - Contribute to the improvement of internal systems, processes, and products. What You'll Need - Bachelor's degree in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with 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. Pay Transparency Compensation may vary based on skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary range: $55,000—$65,000 USD. Why You'll Love Working Here Your work directly impacts healthcare providers and their ability to deliver exceptional care. The role contributes to simplifying healthcare administration and delivering high-quality service and software solutions to healthcare clients.

🏢 Summary: Leadership role overseeing Customer Success Managers across enterprise and scaled segments, focused on building scalable account health frameworks and driving proactive retention. The position blends strategic operations, data-driven performance management, and team mentorship in a SaaS environment. The goal is to standardize processes, implement health scoring systems, and improve global customer retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and managing multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Experience building account health scoring models 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, SaaS 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will provide the strategic structure needed to transform informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will Segment the Strategy: Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. Build the Health Engine: Develop a standardized Account Health Scoring system that identifies risk across the 1,000+ account base. Operationalize the Knowledge Base: Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks. Drive Proactive Retention: Use leading indicators to trigger outreach before a customer is at risk. Mentor & Measure: Manage day-to-day performance of the Customer Success team, using clear KPIs to drive accountability and professional growth. You Have Must Have: Leadership Experience: 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM ready for the next step. Versatile CS Background: Experience managing both Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). Analytical Proficiency: Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on team performance. Systems Thinking: Ability to design scalable processes and successfully implement new tools, workflows, or playbooks. High Emotional Intelligence: Coaching-first management style suited to a collaborative culture. Nice to Have: Technical Literacy: Ability to work with advanced data visualization tools. CS Ops Familiarity: Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). Experience with the automotive industry. Interview Process 1. Initial Screen - 30min 2. Hiring Manager Interview - 60min 3. Case Study Assessment - 45min Problem Solving Exercise - 60min 4. Cross-Functional Interview - 30min Completion of the Wonderlic Assessment (20–30min) is required before the end of the process. We Offer 100% remote work environment Medical, Dental and Vision insurance within 30 days 100% employer-paid medical insurance Equity package Flexible PTO with 15 days minimum Generous Parental Leave FSA and HSA options 401(k) Growth & Wellness Stipend WFH Equipment Opportunity to work with the latest technology Collaborative, high ownership culture Opportunities for development and career growth

🏢 Summary: On-site Software Test Engineer role focused on leading quality assurance initiatives for healthcare software products, ensuring data integrity and interoperability across complex systems. The position involves hands-on testing, defect management, database validation, and collaboration with Engineering and Product teams to maintain high product quality. Candidates must have strong experience in software testing and healthcare messaging environments. 🗂️ Requirements: Associate degree in Computer Science, Information Technology or equivalent experience, 5+ years of experience testing applications for usability, functionality and performance, Hands-on experience validating software using SQL queries, Experience with healthcare messaging standards, Experience with API testing tools, Ability to perform regression, load and system testing, Authorization to work in the U.S. without sponsorship, On-site availability in Carmel, IN 📃 Skills: SQL, HL7, FHIR, CCD, X12, Postman, Swagger, API, Automation, Testing, Regression, Load, System, Scripting 🏢 Description: Who We Are Clinical Architecture is at the forefront of healthcare IT innovation. Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve tough problems that make a difference. Our environment is positive, casual, and comprised of people dedicated to delivering world-class solutions and exceptional customer service. Come join our team for happier workdays. About The Position Clinical Architecture is seeking a Software Test Engineer to join our team in the Indianapolis, IN area. The Software Test Engineer will have experience with healthcare messaging and will oversee quality assurance initiatives across our software products. The ideal candidate will bring expertise in validating complex healthcare systems, ensuring data integrity, and supporting interoperability workflows. This role requires strong analytical thinking, hands-on testing skills, and the ability to collaborate across Engineering, Product, and Automation teams to drive a culture of quality. This role is required to be on site at our Carmel, IN Headquarters. Clinical Architecture offers ample flexibility to accommodate a healthy work-life balance. Applicants must be authorized to work in the U.S. without sponsorship. Providing false information on application questions may result in automatic dismissal of your application. Please answer questions truthfully and to the best of your ability. Responsibilities Quality Assurance and Testing: Analyze software requirements to ensure clarity, completeness, and testability. Design, document, and maintain comprehensive test cases and support test artifacts. Execute tests to validate functionality, usability, and overall product quality. Perform exploratory, ad-hoc, regression, load, and system testing. Validate software performance across multiple environments. Defect Management and Validation: Detect, report, and track defects throughout the development lifecycle. Re-test resolved defects to ensure proper fixes are implemented. Traverse and validate database entries using SQL queries. Research and replicate customer-reported issues to support effective troubleshooting. Collaboration and Communication: Conduct peer reviews of test plans, requirements, and design documents. Participate in design reviews to ensure quality standards are embedded early. Communicate effectively with Engineering regarding system issues and defects. Partner with Product Management to clarify requirements and identify gaps. Review end-user documentation, providing guidance on content accuracy and usability. Process Improvement and Leadership: Provide insights and recommendations to improve Product Quality processes and efficiency. Support the Automation team by supplying test scenarios, use cases, and test data. Develop deep understanding of Clinical Architecture's products and workflows. Champion a culture of quality across the organization. Qualifications Associate degree in Computer Science, Information Technology, or equivalent work experience. 5+ years of experience testing applications for usability, functionality, and performance. Hands-on experience validating software using SQL queries. CTFL or equivalent QA certification preferred. Experience with API testing, including test tools such as Postman, Swagger, or automation frameworks preferred. Coding or scripting experience preferred. Healthcare messaging experience (e.g., HL7, FHIR, CCD, X12) preferred. Why Clinical Architecture?We offer: Opportunities for learning, development, and growth. Experiences that connect you with colleagues. A laid-back work environment with thoughtful amenities. Paid Volunteer Time, Paid Holidays & PTO, including our own winter break week for full-time team members. Sabbatical opportunities for tenured team members. Comprehensive Medical, Dental, Vision, and ancillary insurance options for eligible employees. Maternity and Parental leave benefits. Employer paid Short-term Disability & Long-term Disability. Health and Wellness incentives. 401k Matching. Better workdays. Clinical Architecture is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or expression, sexual orientation, age, disability, veteran status, marital status, or any other protected characteristic.

🏢 Summary: Leadership role overseeing Customer Success Managers across Enterprise and Scaled segments, focused on building a unified Account Health framework and driving proactive retention. Responsible for segmenting engagement strategies, implementing data-driven health scoring, and operationalizing structured playbooks. Reports to the Director of Customer Success and manages performance through clear KPIs and scalable processes. 🗂️ Requirements: 2+ years managing Customer Success team or 4+ years as Senior/Lead CSM, Experience with high-touch Enterprise accounts and Scaled/Digital segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Proven ability to design and implement scalable processes or workflows, Ability to manage team performance using KPIs, Experience implementing tools, workflows, or playbooks 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, Slack 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You Will - Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency - Develop a standardized Account Health Scoring system to identify risk across a 1,000+ account base - Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks - Use leading indicators to trigger proactive outreach and improve retention - Manage day-to-day team performance using clear KPIs to drive accountability and growth Must Have - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM - Experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) - Experience managing Scaled/Digital segments (automation, mass communication) - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance - Ability to design scalable processes and implement new tools, workflows, or playbooks - High emotional intelligence with a coaching-focused management style Nice to Have - Ability to work with advanced data visualization tools - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero) - Experience with the automotive industry Interview Process 1. Initial Screen – 30 min 2. Hiring Manager Interview – 60 min 3. Case Study Assessment – 45 min Problem Solving Exercise – 60 min 4. Cross-Functional Interview – 30 min Completion of the Wonderlic Assessment (20–30 min) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH equipment - Collaborative, high-ownership culture - Opportunities for development and career growth

🏢 Summary: Customer Success Sales Manager responsible for managing and growing existing accounts, generating new business opportunities, and owning the full sales cycle. The role focuses on consultative selling of CAD and engineering solutions while maintaining pipeline and forecasting accuracy in CRM systems. It combines relationship management, prospecting, and collaboration with technical teams to deliver long-term customer success. 🗂️ Requirements: Bachelor’s degree in Business, Engineering, or related field (or equivalent experience), 2–3 years of sales experience including prospecting and closing, Experience managing full sales cycle, Ability to maintain pipeline and forecasting in CRM, Collaboration with technical and cross-functional teams, Strong communication and organizational skills 📃 Skills: HubSpot, SOLIDWORKS, CAD, CRM, Salesforce, Forecasting 🏢 Description: CUSTOMER SUCCESS SALES MANAGER WHAT YOU WILL BE DOING: Build and manage strong relationships within a defined set of accounts, serving as a trusted advisor to customers. Prospect and generate new opportunities within existing accounts and targeted prospects. Own the full sales cycle, including identifying opportunities, progressing deals, forecasting, and closing business. Partner closely with customers to understand their needs and align solutions that drive value. Maintain accurate and up-to-date activity, pipeline, and forecasting within HubSpot CRM. Collaborate with internal teams (technical, marketing, and leadership) to deliver a seamless customer experience. Continuously develop product knowledge, including certifications in Dassault Systèmes or other vendor solutions. Stay proactive and persistent in follow-up to ensure opportunities move forward and customers stay engaged. Contribute to team success by sharing insights, best practices, and supporting overall sales initiatives. WHAT YOU NEED TO BE SUCCESSFUL: Bachelor's degree in Business, Engineering, or related field (or equivalent experience) 2–3 years of sales experience, including prospecting and closing business Strong ability to build relationships and earn trust with customers Self-motivated with strong problem-solving and critical thinking skills Excellent communication, organization, and follow-through Ability to collaborate effectively across teams to drive results PREFERRED QUALIFICATIONS: Experience selling CAD, engineering, or manufacturing solutions Familiarity with SOLIDWORKS or similar platforms Experience using HubSpot CRM Proven track record of generating pipeline and closing new business Experience with solution-based or consultative sales approaches PERKS OF WORKING AT CADIMENSIONS Competitive Compensation: $50,000 – $60,000 base salary plus commission Health Benefits: Medical, dental, and vision coverage, including a medical plan option where CADimensions pays 100%. 401(k) with Immediate Matching: Company match available with no waiting period. Generous Time Off: Paid time off that increases every year, plus dedicated paid volunteer time. Flexibility: Remote work environment. Growth Opportunities: Develop technical and business systems expertise while working closely with teams. Great Culture: Collaborative team environment recognized as a Great Place to Work. EQUAL OPPORTUNITY EMPLOYER All qualified applicants will receive consideration for employment without regard to legally protected characteristics.