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crm analytics salesforce excelπ Description
- Own a portfolio of health system accounts, driving retention, satisfaction, and growth
- Build and maintain strong relationships with C-suite and senior stakeholders across client organizations
- Lead strategic account planning and quarterly business reviews (QBRs) tied to measurable outcomes
- Drive product adoption and engagement across client organizations, ensuring long-term value realization
- Identify and execute opportunities for account expansion (additional sites, services, or programs)
- Partner cross-functionally (product, clinical, ops) to advocate for client needs and influence roadmap priorities
π― Requirements
- 5β8+ years of experience in client success, account management, or related roles
- Experience owning a book of business of $1M+ in ARR
- Experience managing enterprise or strategic accounts, ideally within healthcare or health tech
- Proven ability to engage and influence C-suite stakeholders
- Strong track record of driving retention, adoption, and/or revenue expansion
- Experience with CRM and analytics tools (e.g., Salesforce, Excel, or similar)
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