Client Success Manager – Healthcare Client Success & Team Lead | Full-Time | Remote

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: TYPE OF WORK

Any

: SALARY

$7 to $8

: HOURS PER WEEK

40

: DATE UPDATED

Aug 3, 2026

JOB OVERVIEW

Client Success Manager – Healthcare Client Success & Team Lead | Full-Time | Remote
Location: Remote, Philippines-based preferred
Schedule: Full-Time
Work Hours: U.S. business hours
Compensation: Based on experience
Type: Long-Term | Full-Time

About the Role
We are looking for a strong Client Success Manager with healthcare, dental, or medical client experience to help lead and grow our client success function.
This is a hands-on client success role. At this stage, the person hired will be responsible for managing client relationships directly while also helping build the systems, standards, playbooks, and team structure for the client success department.
Ultimately, we are looking for someone who can grow into leading the Client Success department. In the beginning, that means being both a strong Client Success Manager and the team lead for the department.
This role is ideal for someone who understands how to support healthcare clients, manage account health, prevent churn, strengthen client relationships, identify expansion opportunities, and coach others toward consistent client success outcomes.

What You’ll Own
Client Success & Account Health
Manage relationships with existing medical, dental, or healthcare clients
Serve as a key point of contact for client communication, concerns, updates, and success planning
Monitor account health and identify early signs of client dissatisfaction, churn risk, or operational breakdown
Strengthen relationships with key decision-makers
Ensure clients feel supported, heard, and confident in the service they are receiving
Document client needs, concerns, risks, wins, and next steps clearly

Healthcare Consultative Support
Use healthcare operational understanding to ask better questions and understand client challenges
Help uncover client pain points related to staffing, workflow, operations, communication, patient experience, or practice efficiency
Translate client concerns into clear action plans for the internal team
Identify opportunities to improve client outcomes through better support, clearer expectations, and stronger team alignment
Help clients understand the value they are receiving and how to get more out of their support team

Retention, Growth & Referrals
Proactively work to retain existing clients
Identify risks before they become churn issues
Support structured recovery plans for at-risk accounts
Look for expansion opportunities within existing client accounts
Identify opportunities for additional support, role expansion, or increased service value
Help create strong client experiences that lead to referrals
Track and communicate client growth opportunities to leadership

Team Leadership & Department Development
Help lead and develop the Client Success function as the department grows
Coach and guide Client Success tea ---------- mbers as needed
Help create standards for how client communication, documentation, account health reviews, and follow-ups should be handled
Support consistent execution across the team
Reinforce accountability, ownership, communication standards, and client-first thinking
Help leadership identify what is working, what is not working, and what needs to improve

Client Success Systems & Playbooks
Maintain and improve client success workflows, SOPs, templates, and playbooks
Help standardize how the team tracks account health, client risks, client updates, and follow-up items
Use tools such as HubSpot, project management systems, dashboards, and AI tools to improve visibility and execution
Keep client records current, organized, and useful
Help create repeatable systems that allow the department to scale

Cross-Functional Coordination
Partner with VA Success, Recruitment, Operations, and Leadership to support strong client outcomes
Coordinate feedback related to VA performance, client expectations, role fit, and service quality
Ensure internal stakeholders have the context they need to resolve client issues
Lead or support internal reviews of client and VA experience
Capture patterns and insights that can improve hiring, onboarding, training, communication, and retention

Required Experience
Experience in client success, account management, customer success, operations, or relationship management
Experience working with healthcare, dental, medical, orthodontic, or healthcare-adjacent clients
Strong understanding of healthcare operations, client expectations, and service delivery
Strong spoken and written English communication
Experience managing client relationships and handling sensitive client concerns
Ability to identify churn risks, client dissatisfaction, and service gaps early
Strong problem-solving and follow-through skills
Ability to ask thoughtful questions and uncover the deeper issue behind a client concern
Strong documentation and CRM habits
Comfortable working with remote teams and U.S.-based clients
Able to lead, coach, and create structure as the department grows

What Success Looks Like
Existing clients are retained and supported
Client risks are identified early and handled proactively
Client relationships become stronger and more structured
Clients experience clear communication, consistent follow-up, and strong service delivery
Growth and expansion opportunities are identified within existing accounts
Client referrals increase through stronger client satisfaction
Client Success systems, SOPs, and workflows become clearer and more scalable
Internal teams have better visibility into client health, risks, and priorities
The Client Success department becomes more consistent, accountable, and effective

To Apply
Please submit the following:
1. A viewable link to your updated resume
2. A short paragraph describing your experience with:
Client success or account management
Healthcare, dental, medical, or orthodontic clients
Retention, account health, or client issue resolution
Leading or helping improve a client success process or team
3. A brief example of a time you helped retain a client, resolve a client concern, improve an account relationship, or identify a growth opportunity
4. A list of tools you have used for CRM, documentation, client tracking, project management, reporting, or AI-supported workflows

Subject Line: Client Success Manager – [Your Full Name]

We are looking for someone who can both manage client relationships directly and help lead the development of a strong, scalable Client Success department.

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Client Success Manager – Healthcare Client Success & Team Lead | Full-Time | Remote

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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