Premier Client Success Manager

About the role

At Office Ally, we've been revolutionizing healthcare administration since our inception. What started as a clearinghouse focused on simplifying insurance claims processing for healthcare providers has grown into a full-suite healthcare technology company. We offer a range of affordable, cloud-based revenue cycle management solutions -from eligibility verification and claims management to revenue recovery and payment processing -that help healthcare organizations of all sizes streamline operations and reduce administrative burdens so they can focus on what matters most: patient care. In April 2026, Office Ally acquired Jopari Solutions, Inc, a leader in straight-through electronic claims processing for Property & Casualty (P&C), Commercial, and Government healthcare. Jopari brings deep industry expertise and innovative enterprise payment solutions that are transforming how disbursements are handled across the insurance ecosystem. Together, we are expanding our capabilities across the full healthcare transaction lifecycle, connecting claims, payments, and data exchange to deliver a more seamless and efficient experience for providers, payers, and partners. At the core of our company are four key values that guide our mission and work: Ownership : We take pride in our responsibilities, driving results and taking accountability for the success of our projects. Empowerment : We believe in giving our team the autonomy and support to make decisions that lead to innovative solutions. Innovation : We continuously seek new and better ways to improve healthcare administration, embracing creativity and forward-thinking technology. Transparent Communication : Open, honest communication is at the heart of our collaborations, internally and with our clients, ensuring alignment and trust. We're looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention.

Responsibilities

• Client Relationship Management
• Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day.
• Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism.
• Conduct proactive client outreach based on the schedule outlined by Client Services leadership.
• Onboarding
• Partner with the onboarding team to ensure a seamless transition for clients.
• Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level.
• Transaction Support
• Troubleshoot and resolve issues, including rejected claims and data discrepancies.
• Assist clients in optimizing their processes to enhance efficiency and reduce errors.
• Documentation and Reporting
• Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions.
• Collaboration and Cross-Functional Teamwork
• Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues.
• Contribute to the development and improvement of both internal systems and processes as well as products.

Requirements

• Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience.
• 2+ years of related experience and/or training in account management or customer support within healthcare EDI.
• Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes.
• Familiarity with EDI software and systems is a plus.
• Travel Requirements
• This role requires up to 20% of travel , which may include client meetings, team gatherings, or company events. Travel will typically be scheduled in advance and supported by the company.
• Pay Transparency
• Office Ally Pay Transparency
• $55,000 - $65,000 USD
• Why Y

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at officeally? Share your experience