Customer Success Account Manager at MEDHOST INC in Tallahassee, Florida

Job Description:

The Account Manager is responsible for ensuring the success and satisfaction of our clients by understanding their needs, addressing their concerns, and proactively providing solutions to enhance their experience with our products/services. This role will involve building strong relationships with key stakeholders, driving adoption and usage of our offerings, and collaborating with the assigned, CSE to deliver value to our clients.

Primary Duties:

• Advise customer management teams to improve MEDHOST system use and satisfaction in order to assist them in their pursuit of a desired future state.


• Understand the Customer’s opportunities and challenges well enough to make collaborative recommendations with CSE, for necessary software or service solutions.


• Collaborate with CSE, product, and support and implementation teams to ensure seamless onboarding of new clients or new solutions and ongoing support throughout the customer lifecycle.


• Conduct regular check-ins with clients to monitor client health and satisfaction and take proactive measures to mitigate risks and ensure a positive customer experience gather feedback, address concerns, and provide proactive support.


• Analyze client usage data and metrics to identify trends, opportunities, and potential areas for improvement.


• Comply with all required information capture and maintenance of data using the MEDHOST CRM system, SalesForce.Com.


• Support in deploying the strategic plan and forecast for each assigned account.


• Achieve assigned annual sales quota target of the customer success team.


• Monitor AR on a regular basis to insure proper and timely MEDHOST billing.

Other Requirements:

• Bachelor’s degree or equivalent work experience.


• Proven experience in a customer-facing role, such as customer success, account management, or sales, preferably in a B2B healthcare environment.


• Ability to travel within the assigned territory approximately 25-50%.


• Excellent problem-solving abilities and a proactive approach to addressing client needs and concerns.


• Solid understanding of customer success principles and practices, including customer lifecycle management and retention strategies.


• Excellent written, proofreading, and verbal communication skills.


• Must be detail oriented, organized, and have the ability to multi-task.


• Must work well in a team environment.


• Ability to demonstrate supportive relationships with peers, customers, partners.


• Must be flexible with a “can do” attitude and have the ability to remain professional under high pressure situations.


• Ability to retain and protect confidential material.


• Strong computer skills in Microsoft Office applications (i.e., Word, Excel, PowerPoint, etc.).