About Definitive Healthcare : At Definitive Healthcare (NASDAQ: DH), we're passionate about turning data, analytics, and expertise into meaningful intelligence that helps our customers achieve success and shape the future of healthcare. We empower them to uncover the right markets, opportunities, and people-paving the way for smarter decisions and greater impact. Headquartered just outside of Boston, Massachusetts, Definitive Healthcare operates across North America, Europe, and India, supporting a growing global client base of more than 2,400 customers since our founding in 2011. We're also a great place to work. In 2024 and 2025, we earned multiple workplace honors, including Built In's 100 Best Places to Work in Boston (both years), a Stevie Bronze Award for Great Employers, and recognition as a Great Place to Work in India. We foster a collaborative, inclusive culture where diverse perspectives drive innovation. Through programs like DefinitiveCares and our employee-led affinity groups we strive to promote connection, education, and inclusion. Our expansion has created the need for an energetic and motivated Customer Success Manager to join our Customer Experience Team. If you would like to work at a fast-paced company that is experiencing high growth, keep reading! The Customer Success Manager (CSM) is responsible for the overall success and health of the customers in their book. This individual will focus on supporting our clients in achieving their goals. They will act as a customer advocate within the organization and streamline the customer experience. CSMs will work with a team of subject matter experts, technical resources, and support staff to ensure successful delivery and adoption of the Definitive Healthcare solutions. What You'll Do - Build partnerships within your assigned book of business and look for opportunities to proactively anticipate customer needs - Drive consistent product adoption and engagement, work to achieve their expected outcomes, and provide an excellent customer experience - Effectively segment your book of business and create engagement strategies commensurate with the priorities of your individual customers - Partner with a group of Account Executives and engage at all levels of our customer teams focusing on strategy and account health, and any new client goals or objectives - Consistently document customer data that provides a holistic view of the customers health and potential opportunities - Coordinate with the Customer Training team to ensure they effectively onboard new users and quickly drive adoption of the product - Work with relevant partners in Sales, Strategic Solutions, and Product to ensure the customers success measures are met - Effectively identify at risk accounts and create intervention plans. Supplement pre-determined playbooks with individually created strategic goals Key Challenges: - Working knowledge of the product portfolio related to their customers' use cases and understanding the priorities of a broad range of stakeholders to support various business objectives - Managing an effective Account Executive relationship that is a true partnership - Educating customers so you are viewed as a partner, problem solver and enabler - Scalability, setting realistic expectations with customers for success - Identifying key decision makers within a company and its subsidiaries What You'll Need - 3-5 years' experience in a client facing role - Experience working in customer support for a technical product - Superior communication skills - Ability to learn new concepts quickly - Strong attention to detail - Energy, humor, compassion, and enthusiasm - Experience working with customers in the Healthcare industry is a plus Critical Experience: - Experience in a client facing role, driving engagement, and addressing customer inquiries - Adept at working within a team toward a shared goal - Experience in project management, effectively balancing competing needs and priorities - Experience effectively identifying, managing, and mitigating at-risk customer churn and escalation of customer issues - Demonstrated success in understanding customer's unique industry and business Compensation and Benefits The salary range for this position is $65,000-$120,000 per year, which represents the base pay the company reasonably and in good faith expects to pay for this role. Actual pay within this range will be determined based on factors such as relevant experience, skills, and qualifications. Depending on the position, employees may also be eligible to participate in a company bonus or commission plan. All employees are eligible for a comprehensive benefits package, including medical, dental, and vision coverage, unlimited paid time off, and participation in the company's 401(k) plan with employer contribution. Why we love Definitive, and why you will too! - Industry leading products - Work hard, and have fun doing it - Incredibly fast growth means limitless opportunity - Flexible and dynamic culture - Work alongside some of the most talented and dedicated teammates - Definitive Cares, our community service group, gives all of us a chance to give back - Competitive benefits package including great healthcare benefits and a 401(k) match What our Employees are saying about us on Glassdoor: "Great Work atmosphere, great work life balance, excellent company to work for, amazing top notch product, incredible customer service, lots of tools to help you succeed." -Business Development Manager "Great team. Amazing growth. Employees are treated very well." -Research Analyst "I have waited 36 years to work at a dream job for a dream company and I am so happy to have finally got there." -Profile Analyst If you don't fit all of these qualifications, but believe you're still a great fit, feel free to apply and tell us why in your cover letter. If you are a California, Colorado, New York City or Washington resident and this role is a remote role, you can receive additional information about the compensation and benefits for this role, which we will provide upon request. Definitive Hiring Philosophy Definitive Healthcare is an equal opportunity employer that celebrates diversity and is committed to creating an inclusive workplace with equal opportunity for all applicants and teammates. Our goal is to recruit the most talented people from a diverse candidate pool regardless of race, color, religion, age, gender, gender identity, sexual orientation or any other status. If you're interested in working in a fast growing, exciting working environment - we encourage you to apply! Privacy Your privacy is important to us. Please review our Candidate Privacy Notice which tells you how we use and process your personal information. Please note: All communications regarding the hiring process at Definitive Healthcare will come directly from one of our corporate recruiters or coordinators using an @definitivehc.com email address. We do not advertise open roles on Facebook and will never request money transfers or ask candidates to purchase equipment with a promise of reimbursement. If you receive any suspicious communication, please contact careers@definitivehc.com to verify your status in the application process.

• Lead and execute the end-to-end onboarding process for new school districts • Set clear expectations, timelines, and deliverables with customers to ensure a smooth rollout of the Certiport platform and products to ensure customer goals are met • Develop and manage structured success plans that support customers at each phase of their lifecycle • Serve as the primary point of contact post-sale, leading onboarding and implementation while ensuring customers are set up for success throughout their journey • Act as the voice of the customer with internal teams • Monitor usage patterns, satisfaction metrics, and engagement signals to proactively address risks, provide first-line technical support, and ensure successful • Partner with Sales to support renewals, expansions, and account growth

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description WithMe is seeking a Client Success Manager to build, manage, and grow client relationships across a dedicated book of business. In this high-impact, fully remote role, you’ll serve as the primary point of contact for clients from post-installation through the full lifecycle of the service contract. You will focus on proactive communication, consultative account management, retention, and long-term client satisfaction while identifying opportunities to drive growth through upsell and cross-sell strategies. This role also plays a key part in reducing churn, delivering strategic business reviews, and partnering cross-functionally to elevate the client experience. - Manage client relationships across your book of business from post-installation through contract lifecycle - Build strong, proactive client relationships focused on engagement, satisfaction, and retention - Conduct Quarterly Business Reviews (QBRs), present performance insights, and deliver actionable recommendations - Establish regular communication cadences with newly onboarded clients and clients nearing renewal - Identify and address risks early to reduce churn and improve retention - Drive upsell and cross-sell opportunities by presenting tailored solutions and package enhancements - Monitor change-of-ownership contract processes to help ensure smooth transitions and prevent account loss - Use Salesforce to track client activity, maintain accurate records, analyze performance metrics, and generate insights - Collaborate cross-functionally with Operations, Sales, and Marketing to resolve client concerns and escalations - Represent WithMe in client meetings, conferences, and work events while serving as a strong client advocate Qualifications - Three (3) to five (5) years of experience in client success management, external client support, or account management - Proven ability to build and maintain strong client relationships and resolve issues proactively - Experience conducting client reviews, creating presentations, and delivering persuasive presentations - Strong communication, relationship-building, and organizational skills - A results-driven approach with a track record of supporting retention, upsell, and cross-sell goals - Experience using Salesforce to manage account data, analyze metrics, and support reporting - Ability to manage multiple client accounts in a fast-paced, scaling environment - Bachelor’s degree in Business Administration, Marketing, or a related field is strongly preferred, or equivalent experience - Startup or technology-driven company experience is a strong plus - SaaS sales experience is a strong plus - Multi-family experience is a strong plus Benefits - Full compensation packages based on position location as well as candidate experience and qualifications - This position will also qualify for annual bonus opportunity - 100% remote work environment (some roles may require residence in a specific geographic location/region) - Employee equity - Comprehensive health, dental and vision coverage - Retirement plan with company match - Life and disability plans - FSA and HSA accounts - Annual training and education allowance - Flexible vacation for full-time salaried exempt employees and competitive paid time off for hourly nonexempt employees

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance. Job Summary: Under the direction of a manager, the Senior Client Success Manager (CSM) ensures a positive client experience by driving retention and growth through expert relationship management. This role mentors Client Success Managers, resolves escalated issues, and leads strategic initiatives to enhance service and operational effectiveness. As a subject matter expert, the Senior CSM proactively identifies solutions, demonstrates advanced product knowledge, and contributes to firmwide growth. Responsibilities: - Build and maintain strong client relationships by understanding client goals and challenges, recommending strategic solutions, and introducing broader Wipfli offerings to support long-term success and growth. - Serve as the first point of escalation for complex client issues, determining when to act independently and when to escalate. - Manage annual renewal processes for assigned accounts, meeting individual renewal targets. - Proactively identify and support cross-selling opportunities across service lines and products, driving growth and expansion within client portfolios. - Support CSMs in developing and executing strategies to manage and grow client accounts, including cross-selling initiatives. - Identify, lead, and own process improvement initiatives within the client success team, with oversight from the Manager, Client Success. - Act as a SME, advisor, and reviewer for CSMs, ensuring adherence to best practices, continuous improvement, and strong client engagement. - Mentor and train CSMs, providing guidance on client service, operational effectiveness, and professional development. - Lead or participate in larger projects impacting the client success team (e.g., churn reduction initiatives, major rollouts, partnering with admin and billing teams) and represent Wipfli at conferences and events to enhance firmwide visibility. Required Qualifications: - Associate degree in communications, marketing, or a related field required; bachelor's degree preferred or equivalent experience. 4-6 years of experience in sales, client success, or a similar client-facing role. - Strong ability to plan, prioritize, and manage multiple projects in a fast-paced, deadline-driven environment. - Proven analytical and strategic thinking skills to assess client needs, recommend solutions, and identify growth opportunities. - Advanced client relationship management skills, including resolving complex issues and maintaining long-term client satisfaction. - Excellent verbal and written communication skills, with the ability to build trust through active listening and clear messaging. - Demonstrated leadership, mentorship, and cross-selling expertise to support team performance and expand client portfolios. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.