Senior Team Lead, Client Success
New
P
Pivotal HealthHealthcare Technology
Remote - USFull-TimeManager
Salary160,000 - 185,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 5–10+ years of experience in Client Success, Account Management, or a related function; 2+ years of people management experience
- Required Skills
- People ManagementAccount ManagementCRMData analytics
Requirements
- 5–10+ years of experience in Client Success, Account Management, or a related function.
- 2+ years of people management experience.
- Experience managing complex or strategic accounts, ideally within healthcare (RCM, payer/provider, or health systems).
- Strong understanding of retention, expansion, and managing a book of business.
- Proven ability to operate in a player/coach capacity.
- Experience acting as an escalation point for clients and internal stakeholders.
- Strong executive presence with clear, concise, and confident communication.
- Comfortable working with data, reporting, and account-level analytics.
- Highly organized with strong operational discipline (CRM, workflows, forecasting).
- Ability to operate in a fast-moving, changing environment.
Responsibilities
- Lead a team of CSMs and drive performance across a defined portfolio of accounts; retention, expansion and overall client health.
- Step into complex client situations and ensure issues are resolved quickly and effectively.
- Synthesize feedback, patterns, and friction points across your accounts and translate that into clear insights for Product, Operations, and Sales.
- Coach CSMs on account ownership, communication, and execution.
- Develop playbooks, glossaries, and shared frameworks to create consistency across account management.
- Lead strategic account planning, QBRs, and ongoing engagement while partnering with Sales.
- Define and ensure team adherence to account management and communication standards.
- Ensure account coverage, prioritization, and focus align to account size, complexity, and growth opportunity.
- Collaborate with Sales, Product, and Operations to influence business strategy.
View Full Description & ApplyYou'll be redirected to the employer's site