HSG Client Management
Job Summary:
As a Partnership Manager at HSG Advisors, you will be the key advocate for our clients, ensuring they derive maximum value from our productsand services. You will act as the bridge between our clients and internal teams, focusing on fostering long-term relationships, driving product adoption, and identifying opportunities for growth as a single point of contact across all offerings.
Responsibilities:
Client Onboarding and Implementation:
- Lead the onboarding process for new customers, ensuring a smooth and successful implementation of our products and advisory services.
- Develop tailored success plans for customers, aligning our offerings with their business objectives.
Client Relationship Management:
- Build and nurture strong, long-lasting relationships with key customer stakeholders.
- Overall engagement organization including scheduling of adhoc meeting, development of meeting agendas, timelines, and other managerial elements as required.
- Act as head liaison for data and information exchange to optimize solutions to client specific needs.
- Triage and prioritize all case submissions by client and communicate complexity and anticipated response timing.
- Act as a trusted advisor by understanding their business challenges and goals and recommending solutions to enhance their experience and success.
Product Adoption and Education:
- Drive adoption of our products and services by collaborating with our services and product teams to provide customers with best practices, training, and resources.
- Conduct regular check-ins and quarterly business reviews (QBRs) to assess progress against customer goals and maximize ROI.
Client Advocacy and Feedback:
- Serve as the voice of the client within HSG Advisors, providing insights to the advisory, product, marketing, and sales teams to inform product roadmap decisions.
- Proactively identify and mitigate potential risks to client satisfaction and retention.
Client Growth and Upsell:
- White space opportunity development and identification of expansion opportunities and collaborate with the Partnership Executive to drive upsell and cross-sell initiatives.
- Develop strategies to increase customer lifetime value by aligning our offerings with customer needs.
Performance Tracking and Reporting:
- Monitor key client health metrics and usage data to proactively address potential issues.
- Provide regular reports on client satisfaction, product adoption, and success stories.
Qualifications:
- Minimum of 3 years of proven experience as a Client Partnership Manager or in a similar client-facing role in a B2B SaaS or services organization.
- Strong understanding of client management, relationship building, and product adoption strategies.
- Exceptional communication skills with experience leading client-facing communication with executive and senior-level health system leadership.
- Experience working with cross-functional teams, including sales, services or consulting, client support, product, and marketing.
- Experience establishing and tracking data-driven client experience measures to inform account strategies.
- Ability to work independently and manage multiple client accounts simultaneously.
Preferred Skills:
- Familiarity with CRM and client success tools, particularly [company tools (e.g., Salesforce, Tableau, TaskRay, and others as identified)].
- Experience in Healthcare or Management Consulting a plus
Education:
- Requires Bachelor’s degree
Work Environment:
- Travel Required: Travel for this role will be limited to Client Relationship Management and 2-3 business days per quarter related to on-site work at HSG’s Louisville headquarters. Current expectations would be 10% or less.
- This position is based out of HSG’s Louisville, KY headquarters.
- HSG offers a Hybrid Work model approach with limited requirements for in-office presence, which will be focused on initial onboarding and for company events.
Position Type
- Full-time; Exempt
To apply, please send resume and cover letter over to hrrecruiter@hsgadvisors.com
At our core, we believe in the transformative power of Equity, Diversity, and Inclusion (EDI). We are committed to fostering an environment where every individual’s unique background and perspective is not only valued, but celebrated. EDI isn’t just a checkbox for us; it’s a fundamental part of our culture. We strive to create a workplace and partnerships that reflect the rich tapestry of our global community, and we’re dedicated to promoting fairness, equal opportunities, and a sense of belonging for all. By embracing these principles, organizations can ensure that diverse voices and perspectives are heard, leading to more comprehensive and innovative ideas.