The Client Success Manager II serves as an advocate with primary responsibility for the overall satisfaction and retention for assigned enterprise client base. This role collaborates with subject matter experts and key stakeholders to achieve vision, objectives, and development of client strategy. This role will initiate, cultivate relationships with customer decision-makers, C-suite and key physician champions as well as internal stakeholders to forward NextGen Healthcare and client goals. Manage a portfolio of Mid-Market and Enterprise clients, including large and strategic accounts, serving as a trusted advisor and point of escalation. Facilitate collaboration with internal teams and client executives to establish a shared vision, strategic objectives, and measurable annual goals. Lead cross-functional initiatives that align with client priorities and drive business outcomes through effective strategy execution. Build and maintain strong relationships with client decision-makers, including C-suite leaders and key physician champions, to advance shared objectives. Establish and manage a structured cadence of governance, risk management, operational reviews, and communications to ensure delivery excellence and fulfillment of contractual commitments. Identify and communicate growth opportunities within existing accounts to support client success and revenue expansion. Plan and facilitate regular business reviews (weekly, monthly, quarterly) with clients and relevant internal subject matter experts to track progress and optimize strategic alignment. Use client utilization data to identify areas for improved adoption and help clients realize maximum value from their NextGen investment. Monitor all aspects of the client experience—project progress, solution adoption, SLA compliance, and goal achievement—while maintaining a centralized client “notebook” for reference. Ensure successful implementation and adoption of all purchased solutions, supporting full value realization. Proactively assess client health across financial, operational, and risk dimensions, implementing mitigation strategies as needed. Provide “voice of the customer” input to product and service teams, contributing to innovation and the development of new offerings. Perform additional duties as required to support the overall success of client relationships and organizational goals. Perform other duties that support the overall objective of the position.
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Job Type
Full-time
Career Level
Mid Level