Senior Client Success Manager - Military veterans preferred

We are hiring a Senior Client Success Manager (Sr. CSM) that will be responsible for leading high-value customer relationships and driving measurable business outcomes within our Health Care segment. In this role you will maximize customer lifetime value through proactive engagement, strategic account planning, and a relentless focus on renewals, retention, and expansion through services. You will serve as a trusted advisor to executive stakeholders, ensuring alignment between customer goals and our solutions, while identifying opportunities to grow accounts and mitigate risk. 

What You'll Do

• Own and manage the full renewal lifecycle for strategic accounts, ensuring timely execution and high renewal rates.
• Develop and execute tailored customer success plans aligned with customer goals to drive long-term retention.
• Meet services revenue targets by identifying and selling value-added services such as expert consulting and operational support.
• Identify and pursue upsell, cross-sell, and account expansion opportunities in collaboration with Sales and Product teams.
• Build strong, strategic relationships with senior stakeholders, acting as a trusted advisor and escalation point.
• Champion the voice of the customer internally to inform product and service improvements.
• Contribute to the development of scalable Customer Success frameworks and share best practices to strengthen team performance.

What You'll Need

• Bachelor’s degree and 5+ years of experience in customer success, account management, or similar client-facing role
• Proven ability to align products and services with client goals, driving measurable ROI
• Strong track record of influencing executive stakeholders and driving product adoption
• Demonstrated success in partnering with Sales to generate upsell and cross-sell revenue
• Ability to effectively advocate for client needs across internal teams to ensure customer satisfaction
• Strong organizational skills with the ability to manage multiple priorities under tight deadlines
• Adaptability in a fast-paced, high-growth environment with creative problem-solving capabilities
• Experience in Revenue Cycle Management (RCM), Accounts Receivable Management (ARM), or the healthcare industry is a plus

What's In It For You

• Strategic Impact: Lead high-value healthcare accounts, directly influencing customer outcomes, retention, and revenue growth
• Executive Engagement: Act as a trusted advisor to client stakeholders, shaping strategic conversations and long-term success plans
• Growth-Focused: Own renewals and drive upsell, cross-sell, and service expansion opportunities to maximize customer lifetime value
• Meaningful Work in Healthcare: Leverage your expertise in RCM/ARM or healthcare to make a tangible difference in client operations and performance.
• Cross-Functional Collaboration: Partner with Sales, Product, and internal teams to align customer goals with innovative solutions and services.
• Customer-Centric Culture: Influence product direction and company strategy by being the voice of the customer across the business.
• Leadership & Innovation: Help evolve scalable success frameworks and contribute to building a high-performing, customer-obsessed team.
• Professional Growth: Thrive in a dynamic, fast-paced environment where adaptability, creativity, and initiative are valued

The base salary range for this role is listed above. Total compensation ultimately depends on the candidate’s primary work location, job responsibilities, role requirements, relevant experience and skillset.

Beyond traditional insurance offerings (that all start on day one), Finvi offers a wide variety of additional benefits like flexible time off, employer 401k match with no wait period, paid time off to volunteer, paid parental leave, and more. Learn more about all our benefit offerings on our website.

Why Finvi

Finvi is a fast-paced, challenging, and technology-transforming company. Our culture fosters an environment where you can think creatively, push yourself to new possibilities, and challenge each other to accomplish personal and professional goals. We believe that every moment, idea, and voice count. By bringing together different ideas and perspectives, we can innovate and step forward.

Our values embody who we are: Have Grit, Own Your Impact, Row Together, Embrace Differences, and Act Transparently.

Finvi's Equal Opportunity Statement including Veterans and Individuals with Disabilities

It is the policy of Finvi to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, gender identity, sexual orientation, genetic information or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruitment or recruitment advertising, hiring, placement, promotion, transfer, demotion, layoff, recall, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, including apprenticeship, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate. For more information, read Finvi’s full Equal Opportunity Statement here.

Work Authorization

Visa sponsorship or transfer of an existing visa is not available for this position. Eligible candidates must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.