Customer Success Consultant – Remote
CPSI (TruBridge)
The Customer Success Consultant is responsible for collaborating and communicating with TruBridge clients to ensure a successful client experience. Customer Success Consultants focus on partnering with clients to clearly understand their data, goals, challenges, organizational structure, and key business drivers.
Essential Functions
- Maintain and manage relationships with multiple clients.
- Collaborate with other business units and/or internal teams to ensure client satisfaction.
- Serves as a point of contact for all customers and interact with clients through meetings, emails, and escalation resolution.
- Ensure communication between client and internal teams.
- Ensure customer emails are addressed within 24 hours with a timeline or resolution to the concern/request presented.
- Responsible for facilitating project plan timelines and communicating with the customer.
- Drive process improvements across customer and internal teams by identifying challenges and revenue opportunities for customers.
- Identify upsell opportunities and connect Client Executive with the client.
- Provide a high level of value and customer service to both our clients by identifying and efficiently resolving issues.
- Perform additional projects and job duties as assigned.
Skills & Requirements:
- Strong analytical and problem-solving skills required.
- Exceptional written, verbal, and interpersonal communication skills required.
- Excellent client-facing and presentation skills.
- Professional demeanor required.
- Strong organizational, multi-tasking, and time-management skills.
- Must be detail oriented and able to follow through on issues to resolution.
- Must be able to act both independently and as a team member.
Minimum Requirements:
Education/Experience/Certification Requirements
- Bachelor’s Degree, or equivalent, preferred.
- 4+ years Client/Account management or related experience.
- General understanding of project management procedures.
- Proficient in Microsoft Word, Outlook, and Excel.
Preferred Qualifications:
- Bachelor’s Degree or equivalent
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