About this opportunity
Calpion/Plutus Health lists this Head of Client Success Management (RCM) opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About Plutus Health Inc
Plutus Health Inc. is a leading provider of Revenue Cycle Management (RCM) services with SOC2 Certification. We are dedicated to helping healthcare providers improve their financial performance through innovative solutions, operational excellence, and client-centric service delivery. Our expertise spans multiple healthcare specialties, enabling us to deliver measurable outcomes for our clients nationwide.
Plutus Health Inc. has been recognized on the Inc. 5000 list of the fastest-growing private companies in America and ranked among the Top 100 fastest-growing companies in the Dallas area. Additionally, the company has been
a 2024 finalist in the EY Entrepreneur Of The Year awards.
Job Summary
The Head of Client Success Management (RCM) will lead the overall client engagement strategy, client retention initiatives, operational alignment, and growth across enterprise healthcare accounts. This executive leadership role is responsible for building and scaling a high-performing Client Success organization focused on delivering exceptional customer experience, operational excellence, revenue growth, and long-term strategic partnerships.
The ideal candidate will possess deep expertise in Revenue Cycle Management (RCM), including physician and facility billing operations, client implementations, operational transitions, process optimization, denials management, collections, and strategic account growth. This individual will act as a trusted advisor to executive client stakeholders while partnering closely with internal operations, delivery, finance, sales, product, and offshore leadership teams.
The Head of CSM will drive client satisfaction, retention, expansion opportunities, and overall business performance while ensuring seamless collaboration between clients and internal cross-functional teams.
Key Responsibilities
Client Success Leadership
Lead and oversee the Client Success Management organization for all RCM client engagements.
Develop and execute strategic client success initiatives to improve retention, satisfaction, and long-term account growth.
Build scalable frameworks, processes, and governance models for client engagement and relationship management.
Serve as the executive escalation point for strategic client concerns and critical operational issues.
Drive a customer-first culture across operational and leadership teams.
Client Relationship Management
Establish strong executive-level relationships with clients and serve as a trusted strategic advisor.
Conduct Executive Business Reviews (EBRs) and Quarterly Business Reviews (QBRs) with enterprise clients.
Ensure client expectations, KPIs, SLAs, and operational deliverables are consistently achieved.
Drive customer satisfaction initiatives and ensure exceptional client experience throughout the engagement lifecycle.
Partner with clients to identify operational improvements, optimization opportunities, and expansion initiatives.
Operational & Revenue Cycle Leadership
Collaborate closely with operations leadership to ensure service delivery excellence across all accounts.
Provide strategic guidance on RCM workflows, billing operations, denials management, AR recovery, process improvements, and quality initiatives.
Monitor operational KPIs including AR Days, Collections, Clean Claim Rate, Denial Trends, Productivity, and Client Satisfaction metrics.
Ensure alignment between client expectations and operational capabilities.
Support large-scale implementations, operational transitions, and process transformation initiatives.
Growth & Strategic Expansion
Identify opportunities for revenue growth within existing client accounts.
Partner with Business Development and Executive Leadership on upselling and cross-selling opportunities.
Contribute to strategic planning, market intelligence, and product/service expansion initiatives.
Support contract renewals, pricing discussions, and enterprise account growth strategies.
Team Leadership
Build, mentor, and lead a high-performing team of Client Success Managers and operational leaders.
Drive accountability, performance management, and leadership development within the CSM organization.
Foster collaboration between onshore and offshore teams to ensure operational alignment and client success.
Establish clear performance metrics, reporting structures, and communication cadences.
Cross-Functional Collaboration
Partner with Finance, Operations, Sales, Product, Technology, and Executive Leadership teams.
Ensure seamless communication between internal stakeholders and external clients.
Support process improvement initiatives and organizational transformation projects.
Collaborate with implementation and delivery teams to ensure successful onboarding and client transitions.
Required Qualifications
Bachelor’s degree in Healthcare Administration, Business Administration, Finance, or related discipline required.
12+ years of experience in Revenue Cycle Management (RCM) operations and client-facing leadership roles.
Minimum 5+ years of leadership experience managing Client Success, Account Management, or Enterprise Healthcare Accounts.
Strong knowledge of physician and/or hospital revenue cycle operations.
Proven experience managing enterprise healthcare client relationships.
Demonstrated success leading onshore and offshore operational teams.
Strong understanding of healthcare KPIs, financial performance metrics, and operational reporting.
Experience leading Executive Business Reviews (EBRs) and Quarterly Business Reviews (QBRs).
Excellent communication, negotiation, stakeholder management, and executive presentation skills.
Ability to manage multiple enterprise accounts and complex operational engagements.
Experience working with EMR/EHR and practice management systems such as Epic, Cerner, Meditech, Athenahealth, eClinicalWorks, or similar platforms.
Willingness to travel as required by business needs.
Preferred Qualifications
Experience in outsourced healthcare RCM/BPO environments preferred.
Participation in HFMA, AAHAM, or related healthcare professional organizations preferred.
MBA or advanced healthcare/business degree preferred.
Strong analytical and operational transformation experience.
Experience supporting multi-specialty healthcare organizations.
Ideal Skills
Executive Leadership
Client Success Strategy
Revenue Cycle Management (RCM)
Account Growth & Retention
Denials Management
AR Optimization
Healthcare Operations
Strategic Planning
Process Improvement
Team Leadership
Stakeholder Management
Offshore Team Management
Operational Excellence
Customer Relationship Management
Data Analytics & KPI Reporting
Why Join Plutus Health
Fast-growing healthcare technology and RCM organization
Opportunity to lead strategic enterprise client relationships
Collaborative leadership environment
High-impact executive role with growth opportunities
Competitive compensation
Exposure to large healthcare systems and enterprise clients
Flexible remote work environment with leadership visibility
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.