Senior Team Lead, Client Success

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Pivotal HealthHealthcare Technology
Remote - USFull-TimeManager
Salary160,000 - 185,000 USD per year
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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.
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160,000 - 185,000 USD per year
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