Enterprise Client Success Manager (PST/MST)

Position Details Enterprise Client Success Manager Job Type: Exempt - Full-time Schedule: Monday to Friday - PST/MST Time Zones Prioritized Pay: $76,000 to $90,000 annually Reports To: Vice President of Client Success Remote: 70% remote with an estimated 30% travel Summary The Enterprise Client Success Manager is responsible for building and maintaining strong relationships with a range of Lumata Health's existing accounts, ranging from front"‘line staff to executive leaders. The role involves handling partner inquiries, finding solutions to client issues, monitoring practice performance and trends and responding accordingly, preparing monthly reports and business reviews, and identifying opportunities to expand to new providers and practices across the account set. The development of strategic account plans, inclusive of patient engagement, practice education, and the ability to curate and present outcomes reports that communicate the value of Lumata Health solutions is essential. Essential Functions Serve as relationship owner, product expert and eye"‘health advocate for a book of business composed of enterprise clients, providers, patients, and practice staff. Provide support and prompt responses to client queries and issues by email or phone; keep the Lumata Health team informed on open issues, actions, and account strategy. Deliver key client feedback and spearhead projects cross"‘functionally to drive process improvements. Ensure regular communication with practice's administrative and clinical leads, including Domain Champions and Providers, to ensure successful adoption of Lumata's care services. Review key performance dashboards and metrics and respond with a plan in response to prevailing trends. Review practice performance and evaluate opportunities for expansion to incremental practices and providers. Act as the primary liaison between practice partners and the Lumata Care Team. Own the weekly and monthly reporting for new practices, as well as monthly service utilization reports and other ad"‘hoc requests. Perform due diligence to prepare monthly and quarterly presentations and collaborate with the Lumata team to deliver those presentations to practice leadership. Own the client lifecycle overseeing implementation, contract renewals, expansions, and engagement strategy, including: Timely action plans Engagement campaign ideation, strategy & execution Ongoing reporting and insights to deliver data"‘driven recommendations Business review creation and presentation to client leaders, providers, and staff Requirements Education and Experience Bachelor's degree in Business or a relevant field (Required) Minimum of 5"‘7 years of experience in account management, including responsibility for executive"‘level engagement across a range of accounts; experience handling enterprise"‘level relationships a plus. Required Skills Proven track record of successfully retaining and developing customer relationships at all levels of an organization, ideally in health care with a preference toward specialty clinics and ophthalmology. Very comfortable working cross"‘functionally and able to pivot between groups as diverse as Care Teams, IT, and Sales. Demonstrated ability to leverage a growth mindset, identifying opportunities to cultivate client relationships and identifying potential barriers that would prevent service expansion. Strong communication, presentation and persuasive abilities. Analytical mindset with an ability to evaluate data, trends, and performance metrics and draw useful insights. Proven success developing strategic account plans which result in upsell and expansion of services within existing client footprint. Client"‘focused approach with a commitment to delivering an exceptional partner experience. Comfortable in a fast"‘paced, changing environment characteristic of a healthcare startup. Proficiency in using Salesforce, Google Suite, and other project management tools and technology in support of your accounts. Ability and willingness to travel (approximately 30%) in support of launches, expansions, business meetings, and events. Physical Requirements Must have a home office that is secure and free of distractions (HIPAA"‘compliant workspace) Prolonged periods of sitting at a desk and working on a computer Must be able to hear, speak, call and virtually meet Must be able to communicate both verbally and in writing Who We're Looking For Mission driven Curious Loves learning and developing skills Team player (though we understand you need focus time, too) Why Join Us? At Lumata Health, you'll be part of a forward"‘thinking team that is dedicated to reshaping the future of healthcare. We offer comprehensive benefits and opportunities for professional development. Join us in making a significant impact on patient care and engagement. Work Environment In order to perform the essential functions of this job, you must have a dedicated remote workspace, a wireless connection with a minimum of 50"¯Mbps download and 10"¯Mbps upload speed, and a private, low"‘noise environment. The workspace must be HIPAA compliant, and a company"‘issued laptop or PC used must be visible only to you. You are also expected to have your camera on during virtual meetings. Equal Opportunity Employer We are an equal"‘opportunity employer that values diversity at all levels. All individuals are encouraged to apply. If you need assistance or an accommodation due to a disability, you may contact us at (no unsolicited resumes please). Applicants must submit an application with Lumata Health to be considered for the position. Recruiter Notice Lumata Health only accepts resumes for compensation from agencies that have a signed agreement with Lumata Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Lumata Health. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Disclaimer This job description is subject to change based on business needs, advancements in regulations, and workflow adjustments. Continuous review and adjustments will be made to ensure alignment with the company's goals and objectives. #J-18808-Ljbffr

Created: 2026-04-20