Client Relationship Executive

Job Summary:The Client Relationship Executive is responsible for nurturing and expanding relationships with existing healthcare clients to drive long-term value and revenue growth. This role focuses exclusively on account management with a strong emphasis on upselling and cross-selling within the current customer base. The ideal candidate will possess deep knowledge of healthcare operations and SaaS solutions enabling them to act as a strategic advisor to clients. Success in this role requires strong communication skills technical fluency and a data-driven approach to identifying growth opportunities and ensuring customer satisfaction.

Key Responsibilities:

1. Client Relationship Management & Customer Success Orientation

• Build trust with clinical operational and executive stakeholders.
• Align solutions with customer goals to drive satisfaction and renewal.
• Partner with the client success team to serve as a strategic advisor throughout the customer lifecycle.
• Participate in Anesthesia market and customer tradeshows user groups or education events

2. Account Expansion through Upselling & Cross-Selling

• Partner with the client success team to identify unmet needs and propose relevant solutions.
• Develop account plans focused on growth within existing relationships.
• Collaborate cross-functionally to tailor offerings to client goals.

3. Technical & Product Knowledge

• Understand product features in clinical and operational contexts.
• Navigate integrations with EHRs HIPAA compliance and data security.
• Partner with internal teams to resolve technical challenges.

4. Data-Driven Decision Making & Market Awareness

• Use CRM and analytics tools to monitor engagement and forecast growth.
• Meet productivity and prospecting goals
• Accurately manage monthly/quarterly sales forecasts.
• Interpret healthcare market trends and customer behavior.
• Apply insights to refine account strategies and improve targeting.

5. Communication & Negotiation Skills

• Tailor messaging to diverse stakeholders (clinical IT finance).
• Navigate procurement cycles and budget constraints.
• Maintain transparency and trust throughout the customer lifecycle.

6. Performance Metrics & KPIs for Success Measurement

• Revenue Growth from Existing Accounts - Achieve or exceed quarterly and annual upsell/cross-sell quota.
• Account Penetration- Increase product adoption across departments within existing accounts.
• Forecast Accuracy - Maintain accurate monthly and quarterly forecasts.
• New solution rollout deliver quality demos for new features products and expansion opportunities to existing clients with the goal of converting from demo to close upsell/expansion.
• Maintain expansion pipeline by identifying qualified upsell opportunities in partnership with Customer Success.
• Timely completion of account plans CRM updates and engagement touchpoints.

Required Qualifications:

Education & Experience

• Bachelors degreein business administration healthcare administration marketing information systems or related fields.
• 3 yearsin healthcare technology or SaaS environments.
• Proven track record ofupselling and cross-sellingwithin existing accounts.
• Experience working with healthcare providers payers or health systems.
• Familiarity with CRM tools (e.g. Salesforce HubSpot) and data analytics platforms.

Other Preferred Knowledge Skills Abilities or Certifications:

Ability to travel 15-20%