Client Success Account Manager (Medical) Atlanta, Ga Hybrid (No Relo)

This position is located in Atlanta, GA. There is No Relocation assistance offered.

About iVitaFi:

iVitaFi is a dynamic and rapidly growing fintech start-up committed to revolutionizing the healthcare patient payment and financing landscape. With a focus on innovation, technology, and patient-centric solutions, iVitaFi aims to empower healthcare providers by offering their patients simple and affordable payment options.

Job Description:

As the Client Success Account Manager- Medical at iVitaFi, you will play a pivotal role in overseeing and managing the relationships between our company and our clients to ensure satisfaction, retention, and growth.

Key Responsibilities:

1. Client Relationship Management Medical:

• Build and maintain strong relationships with clients, understanding their needs and goals.
• Serve as the main point of contact for clients, addressing inquiries and concerns promptly.
• Conduct face to face and virtual meetings with clients to review performance and ensure satisfaction.

2. Customer Retention :

• Develop strategies to ensure client satisfaction and retention.
• Identify and address issues that may impact client satisfaction and work on solutions to improve the overall client and customer experience.

3. Account Management:

• Manage and grow client accounts by understanding their business objectives and proposing additional products or services that align with their needs. (MyPlan)
• Collaborate with operations and other departments to ensure a seamless experience for the client.
• Create strategies to grow loan volume performance and default reduction.

4. Communication:

• Effectively communicate with clients to keep them informed about new features, products, or updates.
• Conduct regular check-ins, meetings, and performance business reviews. (In-person and virtual)
• Gather feedback from clients and use it to drive improvements in our technology and services.

5. Problem Resolution:

• Proactively identify and address any issues or challenges that clients may face. (Technology and/or Staffing Challenges, etc)
• Work with internal teams to resolve client concerns, technology challenges, and ensure timely resolution of problems.

6. Data Analysis:

• Analyze client performance metrics and identify areas for improvement.
• Use data-driven insights to guide decision-making and recommend strategies for Client Success.
• Provide detailed performance reporting to clients monthly.

7. Cross-functional Collaboration:

• Collaborate with other departments such as Sales, IT, Operations, Marketing, and Treasury to ensure a cohesive and positive client experience.
• Attend industry conferences and educational events with Sales teams (HFMA, GAMA, AAHAM, NAHAM, etc)

8. Training and Onboarding:

• Facilitate client onboarding and training sessions to ensure clients are implemented timely and proficient in using iVitaFi’ s enrollment platform.
• Create training materials for new clients.

Qualifications:

• 7+ years of client management experience in the healthcare financial services industry.
• Proven track record of driving Client Success and management.
• Working knowledge of provider EMR systems.
• Revenue Cycle workflow expertise.
• Strategic thinker, effective communicator, and possesses strong interpersonal skills.
• BA, BS Degree required.

Additional Requirements:

• Experience in the Medical Industry is required
• Demonstrated ability to effectively work and influence across an organization.
• Demonstrated ability to quickly establish himself/herself as a valuable member of the management team and can trusted to get things done.

Travel:

• 40% to client locations, iVitaFi office, and conferences

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Experience level:

• 7 years

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Travel requirement:

• Travel
• Up to 50% travel

Ability to Relocate:

• Atlanta, GA 30303: Relocate before starting work (Required)

Work Location: Hybrid remote in Atlanta, GA 30303