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Client Success Manager - Digital Touch & Low Touch - NextGen Healthcare
Software Engineer
Client Success Manager driving adoption and retention through digital engagement, data‑driven outreach, and process execution across NextGen Healthcare’s portfolio, guiding clients through lifecycle programs and technology‑enabled interactions.
About the role
Job Description:
- Manage a portfolio of small to mid-market clients, serving as the primary point of contact and strategic advisor.
- Collaborate with internal teams, administrators, and client stakeholders to define vision, set objectives, and align annual goals.
- Lead and oversee cross-functional initiatives that deliver strategic, business-aligned outcomes based on clients’ unique needs and objectives.
- Establish and manage governance, risk, communication, and operational cadences to ensure contractual commitments are met and client satisfaction is achieved.
- Identify and communicate growth opportunities within existing accounts to support client expansion and retention efforts.
- Conduct regular monthly meetings and dashboard reviews to track progress, optimize value delivery, and maintain alignment with client goals.
- Monitor all aspects of the client experience, including project status, solution adoption, SLA compliance, and business goal progress; maintain a comprehensive client “notebook” for unified tracking.
- Continuously assess client health across financial, risk, dependency, and scheduling dimensions, implementing mitigation strategies as needed.
- Serve as the voice of the customer, providing feedback to product teams and contributing to the ideation and development of new services.
- Perform additional duties as needed to support the overall success of the client relationship and organizational goals.
- Perform other duties that support the overall objective of the position.
Education Required:
- Bachelor’s degree in business administration/management, healthcare administration/management.
- Or, any combination of education and experience which would provide the required qualifications for the position.
Experience Required:
- 3 years’ account management, sales, services, or related field.
- 3 years’ Healthcare Information Technology (HIT) vendor experience.
- 3-5 years’ Healthcare experience in ambulatory or health system.
- 3 years’ NextGen experience.
- Successfully managed large multi-million-dollar clients’ enterprise software systems and solutions.
- Proven success improving overall client satisfaction, retention and business growth of clients.
- Strong command of the NextGen portfolio of solutions or comparable vendor, or former client.
Knowledge, Skills & Abilities:
- Knowledge of: Strong change management knowledge and skills. Strong working knowledge of solutions, business models, business problems and strategic goals. Client-facing, complex, account management and business operations acumen.
- Skill in: Client-focus with excellent communication & interpersonal skills. . Executive-Level presentation skills. Strong Project/Account management skills with the ability to manage multiple cli