Client Strategy Manager

• Data: integrate data in a flexible, open & scalable platform to power healthcare’s digital transformation​
• Analytics: deliver analytic applications & services that generate insight on how to measurably improve​
• Expertise: provide clinical, financial & operational experts who enable & accelerate improvement​
• Engagement: attract, develop and retain world-class team members by being a best place to work​

Role: Client Strategy Manager

Team: Upfront Products

Location: US Remote

Travel: none anticipated

**This position is currently not eligible for visa sponsorship**

Position Overview
In this role, the Senior Client Strategy Manager owns the strategic partnership for a portfolio of complex enterprise clients with a clear focus on retention, satisfaction, and expansion. You will operate as a trusted advisor to executive client leaders, define measurable goals, maintain an enterprise strategic roadmap, and ensure Upfront work stays aligned to client priorities and outcomes. You track progress against goals, document results, and translate work into an executive-ready value narrative that supports renewals and growth.

You will monitor and improve overall client health using qualitative and quantitative signals (e.g., KLAS, NPS, adoption trends), coordinate cross-functional teams to deliver against priorities, and proactively manage risks. This is a senior, high-ownership role requiring strong executive presence, comfort facilitating difficult conversations, and the ability to operate independently—escalating and aligning leadership when needed.

What you’ll own in this role

• Retention, satisfaction, and expansion outcomes: Drive a clear plan for renewal readiness, value realization, and growth; identify and pursue opportunities to expand impact and increase CARR.

• Executive partnership & stakeholder management: Lead executive-level QBRs/EBRs and strategic operating cadences—bringing insights, recommendations, progress to goals, risks, and decisions required. Build and maintain stakeholder relationships that deepen trust, reduce single-thread risk, and drive alignment at the VP/SVP/C-suite level.

• Measurable goals & success plans: Establish and track measurable client goals, define what success looks like, and maintain a documented plan that delivers outcomes within defined timelines.

• Client health management: Support renewals and expansion by measuring and improving client health through adoption, sentiment, delivery performance, and experience signals (e.g., KLAS/NPS). Proactively create and run action plans to address risks early.

• Cross-functional orchestration: Align Product, Delivery/Implementation, Support, Analytics, and Sales around client priorities; ensure commitments and issue resolutions are clear, owned, and delivered. Drive timely and well informed decisions and follow-through.

• Account planning & CRM excellence: Maintain robust account plans in the CRM (objectives, strategy, stakeholders, renewals, risks, and engagement history) to track progress, milestones, and results for visibility and executive reporting.

• Commercial fluency: Partner with Sales and Leadership on renewal and expansion motions; help shape the narrative and plan based on demonstrated outcomes and client priorities.

• Team leadership (without direct reports): Model best practices and mentor peers through structured planning, crisp communication, and strong customer judgment.

What you bring to this role:

• 7+ years of experience in Client Success / Account Management / Client Strategy / Healthcare Consulting (B2B SaaS preferred), including 3+ years supporting enterprise customers with complex stakeholder environments.

• Demonstrated success improving retention and satisfaction while identifying and driving expansion opportunities (increasing CARR); comfort partnering on renewals and navigating commercial conversations.

• Proven ability to lead executive-facing communications (VP/SVP/C-suite), facilitate QBRs/EBRs, and drive alignment and decisions across diverse stakeholders.

• Strong cross-functional leadership skills—able to drive progress through influence, structure, and follow-through in ambiguous situations.

• Comfort managing escalations and ensuring support issues are resolved with high-quality communication and accountability.

• Excellent written and verbal communication, including executive-ready storytelling and strong meeting facilitation.

• Strong organizational discipline (documentation, CRM hygiene, operating cadence, and stakeholder management).

• Healthcare experience required, including familiarity with healthcare delivery operations and comfort collaborating with clinical, operational, and IT stakeholders.

• Healthcare technology (EHR systems and integrations e.g., Epic, Oracle Health/Cerner, MEDITECH ) and/or patient engagement experience preferred.

Skill and Ability Requirements

• Retention & growth: Renewal readiness, retention outcomes, and contribution to expansion pipeline and increased CARR.

• Client health & experience: Improved client health trends and experience signals (including proactive risk reduction).

• Value realization: Measurable goals achieved, tracked, and communicated in QBRs and executive narratives.

• Operational excellence: Consistent cadence, clear documentation, strong follow-through, and cross-functional alignment.

• Support experience: Timely, accountable issue tracking and resolution with clear client communication.

Information Security and Compliance Responsibilities:

• Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.

• Adhere to and comply with the organizations Acceptable Use Policy.

• Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers.

NOTE: This job description is not intended to be all-inclusive. Applicants may perform other related duties as negotiated to meet the ongoing needs of the organization.

The above statements describe the general nature and level of work being performed in this job function.  They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.

Studies show that candidates from underrepresented groups are less likely to apply for roles if they don’t have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don’t meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.

At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.