What are the responsibilities and job description for the Client Success Manager position at Egis Systems, LLC?
Job Summary
Fortified Health Security is healthcare’s recognized leader in cybersecurity—protecting patient data and reducing risk throughout the Fortified ecosystem. We provide a wide variety of purpose-built services to help healthcare organizations evaluate their unique risk appetite, strengthen their cybersecurity posture, and improve operations along their security journey. The Client Success Manager (CSM) is responsible for building and maintaining strong relationships with clients to ensure long-term satisfaction and success. This role serves as the primary point of contact, guiding clients through onboarding, adoption, and renewal processes. The CSM works closely with cross-functional teams to address client needs, deliver value, and drive service utilization, ultimately contributing to customer retention, growth, and advocacy.
Essential Job Functions
The following duties are normal for this position. The omission of specific statements of duties does not exclude them from being expected of this position if the work is similar, related, or a logical assignment for this position. Other duties may be required.
- Build and nurture strong, trusted relationships with clients, becoming their advocate and go-to-resource throughout their lifecycle
- Ensure clients derive continuous value from our offerings by understanding their goals, challenges, and how our solutions can support them
- Conduct regular check-ins and executive business reviews to align success metrics and strategic outcomes
- Monitor client health, usage trends, and engagement to identify risks and growth opportunities early
- Collaborate with internal teams to deliver cohesive and responsive client experience
- Serve as an escalation point, ensuring timely and effective resolution of client concerns
- Champion client feedback internally to contribute to product development and service enhancements
- Drive client retention and renewals, while supporting upsell and cross-sell efforts where appropriate
Knowledge & Skills
Education & Experience
- Bachelor’s Degree
- 3 years of experience in client success, account management, or relationship management role
- A proven track record of building lasting client relationships and managing a portfolio of accounts
- Exceptional communication and interpersonal skills
- Ability to think strategically while managing the day-to-day needs of clients
- Strong organizational skills and attention to detail, especially when managing multiple accounts
- Experience with Salesforce and project management tools
- Ability to identify and build Client relationships with key leaders as well as the ability to identify opportunities that may solve complex security issues
- Work collaboratively in a team-based environment and execute upon strategy
- Maintain a level of professionalism and diplomacy that will serve to build and maintain relationships through the course of an engagement and beyond
- Strong strategic thinking, analytical, and presentation skills
- Experience in effectively managing a variety of accounts
- Ability to solve complex issues as they arise, remove obstacles diplomatically, and with little supervision
- Ability to think logically while interpreting, analyzing, and discussing client needs in order to evaluate appropriate options, identify solutions, and communicate cross-functionally
- Resourcefulness and the ability to take initiative
- Monitor and interpret key financial and engagement KPIs to assess client health, inform proactive outreach, and prioritize action plans
- Continuously learn and adapt to evolving business and client needs to effectively support client goals and drive value
Other Requirements
- Eligible for incentive plan
- Hybrid model with an approximate combination of office and remote work
- Expected Travel – 25%
Fortified Health Security is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Fortified Health Security will provide reasonable accommodations to qualified individuals with disabilities. If a reasonable accommodation is needed to perform this position, you need to inform Fortified Health Security People and Culture Team of such request. Signatures below indicate the receipt and review of this job description by the associate assigned to the position and the People and Culture Team.