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Sr. Client Success Leader

smartdata solutions

smartdata solutions

Customer Service
Washington, DC, USA · Remote
Posted on Aug 20, 2025

Sr. Client Success Leader

Smart Data Solutions, a leading provider of data management, claim routing and workflow solutions to health plans and TPAs, is looking for a Sr. Client Success Leader.

This position is accountable for owning the partnership and delivery relationship with assigned book of business including communicating contractual, financial, operational and technology deliverables and subject matters.

What you’ll be doing?

  • Perform and lead specific delivery activities working across teams to drive expected delivery outcomes
  • Participate and work across teams as single point of contact for delivery in defining and finalizing deliverables, metrics, service levels and financials included in the Statement of Work, Master Service Agreement, or other contractual documents
  • Responsible to identify opportunities for growth, driving upsell and cross sell opportunities
  • Develop and maintain direct customer point of contact for delivery relationships.
  • Proactively identify potential issues and drive resolution to avoid customer impact
  • Facilitate continuous improvement through process improvement, automation and innovation
  • Drive delivery excellence through voice of the customer and working across towers and disciplines to ensure we provide the highest quality service
  • Manage overall account budgets and financials to meet or exceed targets
  • Facilitate Steering Committee and Quarterly Business Reviews working with Client Partners and Internal Leaders
  • Adherence to standards and/or best practices for collateral creation, contract management, delivery governance, and other key standards
  • Support development and delivery of new products and services
  • Perform other duties as assigned

What we’re looking for?

Required skills:

  • Bachelors in applicable area of expertise or equivalent experience.
  • 7+ years for industry and field experience.
  • Advanced proficiency in MS office applications.
  • Advanced organizational and planning skills.
  • Exceptional internal and external communication skills.
  • Good priority setting and delegation skills.
  • Solid analytical, problem solving, negotiation skills.
  • Travel including overnight domestic, or some international trips will be required.
  • Salesforce experience, preferred.

Reporting and Metrics

This position is responsible for the following metrics:

  • Exceeding Internal Revenue Targets
  • Minimal Pipeline Revenue Targets
  • Customer Retention
  • Production Forecast Accuracy
  • Client Health

Why this is the company for you?

Top Benefits & Perks:

  • A company culture that is authentic, innovative, and collaborative! Our most powerful strength is our people! We build impactful solutions for our customers - their success is our success!
  • A professional development and growth-oriented workplace
  • Generous benefits including, health insurance, short-term, and long-term disability
  • 401(k) with a company match to provide a better future in your retirement years
  • A flexible environment with a competitive paid time off package; including vacation, holiday, give-back day, and a floating day

Who is Smart Data Solutions?

Smart Data Solutions (SDS) is a technology leader in healthcare process automation and interoperability. As a strategic partner, SDS helps clients digitally transform their operations, delivering tangible value through reduced costs, streamlined workflows, and an improved customer experience. With data, AI, and automation at its core, SDS provides solutions in Digital Mailroom and Data Capture, Clearinghouse, Intelligent Medical Records, Prior Authorization and Claim Operations. Trusted by over 500 clients—including multiple Blue Cross Blue Shield plans, regional health plans, TPAs, providers, and healthcare partners—SDS streamlines complex front, middle, and back-office operations.

Smart Data Solutions is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.