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CP

Customer Success Consultant

CPSI
Remote - US, United States, United StatesRemotefull_timeVerifiedPosted 28 Oct 2025

About the role

The Customer Success Consultant is responsible for collaborating and communicating with TruBridge clients to ensure a successful client experience.  Customer Success Consultants focus on partnering with clients to clearly understand their data, goals, challenges, organizational structure, and key business drivers.

Essential Functions

  • Maintain and manage relationships with multiple clients.
  • Collaborate with other business units and/or internal teams to ensure client satisfaction.
  • Serves as a point of contact for all customers and interact with clients through meetings, emails, and escalation resolution.
  • Ensure communication between client and internal teams.
  • Ensure customer emails are addressed within 24 hours with a timeline or resolution to the concern/request presented.
  • Responsible for facilitating project plan timelines and communicating with the customer.
  • Drive process improvements across customer and internal teams by identifying challenges and revenue opportunities for customers.
  • Identify upsell opportunities and connect Client Executive with the client.
  • Provide a high level of value and customer service to both our clients by identifying and efficiently resolving issues.
  • Perform additional projects and job duties as assigned.

Skills & Requirements:

  • Strong analytical and problem-solving skills required.
  • Exceptional written, verbal, and interpersonal communication skills required.
  • Excellent client-facing and presentation skills.
  • Professional demeanor required.
  • Strong organizational, multi-tasking, and time-management skills.
  • Must be detail oriented and able to follow through on issues to resolution.
  • Must be able to act both independently and as a team member.

Minimum Requirements:

Education/Experience/Certification Requirements

  • Bachelor’s Degree, or equivalent, preferred.            
  • 4+ years Client/Account management or related experience.
  • General understanding of project management procedures.
  • Proficient in Microsoft Word, Outlook, and Excel.

Preferred Qualifications:

  • Bachelor’s Degree or equivalent

Why join our team?

  • Work remotely with a work/life balance approach
  • Robust benefits offering, including 401(k)
  • Generous time off allotments
  • 10 paid holidays annually
  • Employer-paid short term disability and life insurance
  • Paid Parental Leave

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Company

CPSI

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