Healthcare - Customer Success Executive - Chicago Loop

8 Minutes ago • 1-2 Years
Customer Service

Job Description

We are seeking a proactive and client-focused Customer Success Executive to join our team. This entry-level role focuses on managing and strengthening client relationships, supporting account growth, and helping clients improve business performance in healthcare management. Over time, the role will develop into a strategic advisory position, involving process analysis, outsourcing/automation assessments, and ROI reporting. This is an opportunity to build a career in client success and healthcare transformation.
Good To Have:
  • Familiarity with medical billing software (Epic, eClinicalWorks, AdvancedMD, Athena) or CRM tools
Must Have:
  • Manage and strengthen client relationships
  • Support account growth through consultative engagement
  • Help clients identify opportunities for improved business performance
  • Act as primary point of contact for healthcare provider clients
  • Conduct regular check-ins to understand client goals and challenges
  • Build consultative partnerships to add measurable impact
  • Identify opportunities to expand services aligning Neolytix solutions
  • Support cross-selling and upselling by highlighting efficiency, revenue, or compliance improvements
  • Partner with internal teams to present tailored solutions demonstrating ROI
  • Analyze revenue cycle data and performance trends
  • Assist in preparing client-facing reports and presentations
  • Translate technical or financial insights into actionable recommendations
  • Work closely with Delivery teams to ensure service quality
  • Identify process improvement opportunities within client workflows
  • Manage multiple client accounts simultaneously with attention to detail
  • Bachelor’s degree in Healthcare Administration, Business, or related field
  • 1–2 years of experience in healthcare organization, medical billing, or revenue cycle setting
  • Highly organized, proactive, and eager to learn and grow into a consultative role

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We are seeking a proactive and client-focused Customer Success Executive to join our team. This role is ideal for someone early in their career who wants to grow into a consultative, client-facing position in healthcare management.

As a Customer Success Associate, you will:

  • Manage and strengthen client relationships.
  • Support account growth through consultative engagement.
  • Help clients identify opportunities for improved business performance.
  • Over time, develop skills to conduct process analysis, outsourcing/automation assessments, and ROI reporting—building toward a strategic advisory role.

This is an opportunity for someone with a strong educational background in healthcare administration and some hands-on experience in a healthcare organization to build a career in client success, account management, and healthcare transformation.

Key Responsibilities

Client Relationship & Consultative Engagement

  • Act as the primary point of contact for assigned healthcare provider clients.
  • Conduct regular check-ins to understand client goals, challenges, and opportunities.
  • Build consultative partnerships by caring about the client’s business and continuously identifying ways Neolytix can add measurable impact.

Account Growth & Value Expansion

  • Identify opportunities to expand services, aligning Neolytix solutions to client needs.
  • Support cross-selling and upselling by highlighting how Neolytix services improve efficiency, revenue, or compliance.
  • Partner with internal teams to present tailored solutions that demonstrate tangible ROI.

Revenue Cycle & Business Insights

  • Analyze revenue cycle data and performance trends to spot revenue leakage or workflow inefficiencies.
  • Assist in preparing client-facing reports and presentations showcasing key metrics, outcomes, and improvement opportunities.
  • Translate technical or financial insights into clear, actionable recommendations for clients.

Aspirational Growth (Future Responsibilities)

  • As experience builds, take part in:
  • Process analysis & transformation assessments (outsourcing, automation, technology enablement).
  • ROI analysis reports to quantify the business impact of Neolytix services.
  • Consultative solution design, helping clients reimagine their workflows for higher efficiency and better outcomes.

Collaboration & Delivery Support

  • Work closely with Delivery teams to ensure service quality and alignment with client expectations.
  • Identify process improvement opportunities within client workflows and collaborate internally to implement solutions.
  • Manage multiple client accounts simultaneously while maintaining attention to detail and responsiveness.

Qualifications

  • Bachelor’s degree in Healthcare Administration, Business, or related field (required).
  • 1–2 years of experience in a healthcare organization, medical billing company, or revenue cycle setting (preferred, but internships or strong academic exposure also considered).
  • Familiarity with medical billing software (Epic, eClinicalWorks, AdvancedMD, Athena) or CRM tools is a plus.
  • Strong communication skills—able to simplify complex healthcare or financial concepts for clients.
  • Analytical mindset with the ability to interpret performance data.
  • Highly organized, proactive, and eager to learn and grow into a consultative role.

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