As a Client Success Advisor, you will serve as the primary point of contact for a portfolio of clients, ensuring they maximize the value of our products and services. You will play a key role in onboarding, relationship management, strategic consulting, and account growth to enhance client satisfaction and retention.
Client Success Advisor Responsibilities:
- Serve as the main point of contact for assigned clients, addressing inquiries and concerns promptly
- Guide clients through the onboarding process to ensure a smooth transition and effective product utilization
- Build and maintain strong relationships by understanding client goals and providing strategic recommendations
- Monitor client engagement and satisfaction metrics to identify trends, risks, and opportunities
- Proactively resolve client issues and escalate critical concerns as needed
- Collaborate with the sales team to identify upsell opportunities and support contract renewals
- Act as the voice of the customer, advocating for their needs internally
Client Success Advisor Requirements:
- High School Diploma/GED required; Bachelor’s degree in Business, Marketing, Communication, or related field preferred
- 2+ years in client success, account management, customer service, or a related role
- Experience in SaaS, healthcare, or EHR is a plus
- Proficiency with CRM tools (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight, Totango) preferred
- Strong problem-solving and critical thinking abilities
- Ability to build rapport with diverse stakeholders
- Comfortable analyzing data and providing actionable insights
- Customer-focused mindset with a proactive approach
- Ability to work independently and collaboratively in a fast-paced environment
- Excellent communication, presentation, and interpersonal skills
- Strong organizational skills with the ability to prioritize multiple projects
Client Success Advisor Additional Considerations:
Candidates residing in the following states are not eligible for this position:
Alaska, California, Colorado, Hawaii, Puerto Rico, Rhode Island, Delaware, District of Columbia, Illinois, Louisiana, Maine, Massachusetts, Minnesota, New Hampshire, New York, Oregon, Vermont, and Tampa.
If you’re passionate about client success and want to join a growing Healthcare IT company, apply today!
Thank you,
Ashly Wheatland
Project Manager
LaSalle Network
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.
