Client Success Executive (Remote)

Client Services & Analytics · Richmond, Virginia
Department Client Services & Analytics
Employment Type Full-Time


Reports to: VP of Client Success

FLSA Status: Salaried/Exempt

Summary of Position:

The Client Success Executive plays a critical role in providing overall strategic, relationship, operational and organizational leadership. This position will manage and drive client P&L through product adoption and use, ensuring that all aspects of VisitPay’s software and services perform at levels that exceed client commitments and service level agreements (SLAs). The Client Success Executive is a results-oriented and innovative thinker, who can collaborate with senior-most client contacts and oversee operational responsibilities.


Key Activities:

  • Manage and develop ongoing relationships with existing clients at a senior and operating level.
  • Perform as clients trusted advisor based on business acumen, ability to provide strategic counsel with confidence and poise, effective project leadership, ability to coach through conflict, natural EQ and an innate ability to anticipate need.
  • Maintain solid understanding of “big picture” view of client and VisitPay relationship; maintain awareness of future client events and activities that provide new opportunities with VisitPay.
  • Coordinate the development and delivery of client solutions including strategies, configurations, and reporting.
  • Utilize a sound client solutions delivery framework, driven by key metrics and reporting.
  • Manage client expectations and assess and address client issues, both emergent and systemic.

Competencies for success:

  • Highly organized and detail-oriented self-starter with strong analytical skills and the ability to multi-task
  • Results-driven
  • The ability to give and receive feedback at all levels of the organization along with strong coaching, problem-solving and collaboration skills
  • Solid and demonstrable understanding of data-centered technologies oriented toward multi-tenant, cloud-based SaaS solutions



  • Bachelor’s degree required
  • 1+ years of related work experience in Management/Strategy Consulting or financial analysis
  • Financial services or retail banking experience a plus
  • Strong analytic skills
  • Proven oral and written communication skills


  • This position is remote and will be based in the Northeast region
  • This position requires limited travel
  • Sponsorship is not available for this position


Why VisitPay?

VisitPay is a well-funded mid-growth company in a $400B growing market. We are a nationally focused company working closing with some of the nation’s largest and most well-respected health systems to provide innovative and compelling SaaS-based products. We are poised to capture significant share in the massive and growing self-pay market. Our solutions help healthcare systems optimize their revenue while providing patients with much improved and friendly billing experience.


You will have the opportunity to work with an exceptional leadership team who has significant experience building companies in consumer finance, software and analytics, and enjoy a competitive salary, benefits and equity appreciation rights, as well as a work/life balance.


Equal Employment Opportunity Employer

VisitPay is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Thank You

Your application was submitted successfully.

  • Location
    Richmond, Virginia
  • Department
    Client Services & Analytics
  • Employment Type