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Client Success Advocate Jobs in Portland, OR (NOW HIRING)

Epiq

Client Services Senior Project Manager

Beaverton, OR · On-site +1

$105K - $115K/yr

Acts as a trusted advisor and advocate for client success. * Supports team development through coaching, mentoring, knowledge sharing, and best practice leadership. * Assists leadership with resource ...

Trimble

Customer Success Manager

Lake Oswego, OR · On-site

... client advocacy. Key Exciting Responsibilities: * Establish yourself as a strategic advisor for high-value clients, defining critical KPIs and executing success plans to realize their overall ...

ZoomInfo

GTM Success Manager III

Vancouver, WA · On-site

$90K - $105K/yr

Act as an extension of our strategic customers, being a proactive advocate within ZoomInfo and our ... Manages client expectations effectively * Self-motivated, collaborative and scrappy team player ...

Pillar Health Group

Job Coach

West Linn, OR · On-site

$21/hr

Advocate for accommodations and support client success * Check in with employers to gather feedback and ensure job retention * Maintain professional and proactive communication Documentation ...

Autodesk

Customer Success Manager, Forma

Portland, OR · On-site

$68K - $122K/yr

Develop a trusted advisor relationship with your customers and serve as an advocate for customer ... Experience in Customer Success, Account Management or a client-facing role * You will be fully ...

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How much do client success advocate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for client success advocate in Portland, OR is $25.66, according to ZipRecruiter salary data. Most workers in this role earn between $23.22 and $27.55 per hour, depending on experience, location, and employer.

What is a client success advocate?

A Client Success Advocate is a professional who acts as the primary point of contact between a company and its clients after a sale is completed. Their main responsibility is to ensure that clients are satisfied with the company's products or services, address any concerns, and help clients achieve their desired outcomes. They work proactively to build strong relationships, provide support, and identify opportunities for clients to maximize value. Client Success Advocates often collaborate with other teams, such as sales and product development, to relay client feedback and resolve issues efficiently.

What are the key skills and qualifications needed to thrive as a client success advocate, and why are they important?

To thrive as a Client Success Advocate, you need customer service expertise, problem-solving abilities, and a background in account management, often supported by a bachelor’s degree. Familiarity with CRM platforms like Salesforce or HubSpot, as well as proficiency in communication tools and ticketing systems, is typically required. Outstanding interpersonal skills, empathy, and proactive communication help build trust and foster long-term client relationships. These skills and qualities are crucial for ensuring client satisfaction, retention, and the overall growth of the business.

What are the most common challenges faced by client success advocates, and how can they be addressed?

Client Success Advocates often encounter challenges such as managing diverse client expectations, handling escalations, and ensuring timely resolution of issues. Successfully addressing these challenges requires strong communication skills, proactive problem-solving, and effective prioritization of tasks. Building trust with clients through regular check-ins and collaborating closely with internal teams (like sales and product support) helps maintain positive relationships and ensures clients receive the best possible service.

What are popular job titles related to Client Success Advocate jobs in Portland, OR?

For Client Success Advocate jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Client Success Advocate jobs in Portland, OR look for?

The top searched job categories for Client Success Advocate jobs in Portland, OR are:

Client Success Advocate jobs near you

Director of Client Success, Enterprise

Office Ally

Vancouver, WA

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

About Us 

At Office Ally, we've been revolutionizing healthcare administration since our inception. What started as a clearinghouse focused on simplifying insurance claims processing for healthcare providers has grown into a full-suite healthcare technology company. We offer a range of affordable, cloud-based revenue cycle management solutions –from eligibility verification and claims management to revenue recovery and payment processing –that help healthcare organizations of all sizes streamline operations and reduce administrative burdens so they can focus on what matters most: patient care.

In April 2026, Office Ally acquired Jopari Solutions, Inc, a leader in straight-through electronic claims processing for Property & Casualty (P&C), Commercial, and Government healthcare. Jopari brings deep industry expertise and innovative enterprise payment solutions that are transforming how disbursements are handled across the insurance ecosystem. Together, we are expanding our capabilities across the full healthcare transaction lifecycle, connecting claims, payments, and data exchange to deliver a more seamless and efficient experience for providers, payers, and partners.

At the core of our company are four key values that guide our mission and work: 

  • Ownership: We take pride in our responsibilities, driving results and taking accountability for the success of our projects. 
  • Empowerment: We believe in giving our team the autonomy and support to make decisions that lead to innovative solutions. 
  • Innovation: We continuously seek new and better ways to improve healthcare administration, embracing creativity and forward-thinking technology. 
  • Transparent Communication: Open, honest communication is at the heart of our collaborations, internally and with our clients, ensuring alignment and trust. 

About the Role 

The Director of Enterprise Client Success is responsible for defining and executing the strategic vision for Office Ally's enterprise customer success function. This role leads a team of Senior Managers, Client Success Managers, and Senior CSMs serving health system and enterprise clients, with accountability for retention, growth, and long-term client outcomes. As a recognized subject matter expert in Revenue Cycle Management—with deep expertise in Public Benefits and Patient Access—the Director brings a technical command of HIS platforms and ADT integrations to both client engagements and internal product strategy. Reporting to the VP of Product, Enterprise Solutions, the Director serves as a key cross-functional leader ensuring that enterprise client needs shape product direction, operational design, and organizational capability. 

What You'll Do 

  • Team Leadership & Management: Directly manage and develop a team of Senior Managers, Client Success Managers, and/or Senior CSMs; set clear performance expectations, provide ongoing coaching, and foster a high-performance culture centered on client outcomes and accountability. 
  • Strategic Vision & Execution: Define and own the enterprise client success strategy, including onboarding frameworks, engagement models, health scoring, and success planning methodologies that align with company revenue and retention objectives. 
  • Revenue Cycle Subject Matter Expertise: Serve as the enterprise SME for Revenue Cycle Management, with applied expertise in Public Benefits, Patient Access, and payer-facing workflows; advise clients and internal stakeholders on best practices and workflow optimization. 
  • Technical Expertise – HIS & ADT: Bring technical depth in HIS ecosystems and ADT interface architecture to client escalations, solution design, and partnership with implementation and product engineering teams. 
  • Executive Product Partnership: Partner at a strategic level with the VP of Product, Enterprise Solutions to influence the enterprise product roadmap, advocate for client-driven feature priorities, and align success initiatives with product release cycles. 
  • Program & Project Management: Oversee complex, enterprise-wide project portfolios spanning implementation, expansion, and transformation programs; establish PMO-aligned governance, resource planning, and delivery standards. 
  • Revenue & Retention Accountability: Collaborate with Sales leadership on enterprise pipeline, renewal strategy, and expansion plays; establish shared accountability for NRR, GRR, and upsell targets. 
  • Executive Reporting & Analytics: Build and maintain an executive-level reporting structure covering NPS, retention, time-to-value, health scores, and team performance; present quarterly business reviews to senior leadership. 
  • Customer Advocacy & Insights: Champion the voice of the enterprise customer across the organization; lead initiatives to synthesize client insights into actionable product, process, and service improvements. 
  • Technology & Operations: Evaluate, implement, and optimize the tools and technologies powering the enterprise success function, including CRM, CSP, and analytics platforms. 

What You'll Need 

  • Bachelor's degree in Business, Healthcare Administration, Health Information Management, or a related field 
  • 10+ years of progressive experience in customer success, healthcare IT, or client services 
  • 4+ years in a senior leadership role managing managers 
  • Demonstrated subject matter expertise in Revenue Cycle Management with a focus on Public Benefits, Patient Access, eligibility, and payer enrollment processes within health system environments 
  • Hands-on experience with HIS platforms (e.g., Epic, Cerner, MEDITECH, or equivalent enterprise systems) and ADT interface environments (including HL7 messaging and integration troubleshooting) 
  • Track record of strategic product partnership, including roadmap influence and cross-functional program leadership 
  • Experience with enterprise CRM and CSP platforms (e.g., Salesforce, Gainsight) 
  • Ability to leverage data and analytics tools supporting executive-level KPI reporting 
  • Demonstrated ability to manage complex projects and programs using PMO-level methodologies and best practices 

Nice to Have 

  • Master's degree or equivalent executive experience preferred 
  • Formal or applied experience leading organizational change management within enterprise client environments during system transitions, including multi-department stakeholder alignment, executive communication plans, and long-term adoption measurement beyond go-live 
  • Experience managing multi-site or Integrated Delivery Network (IDN) relationships at scale, including executive sponsorship development, C-suite engagement, and navigating complex enterprise procurement, legal, and IT security review cycles 
  • Working knowledge of HIPAA, 42 CFR Part 2, state-specific data privacy regulations, CMS billing and reimbursement policy, and federal/state public benefit program requirements 
  • Relevant certifications such as CRCR (Certified Revenue Cycle Representative), PMP, CHFP (Certified Healthcare Financial Professional), and/or HL7/FHIR certifications 

Pay Transparency

Office Ally is committed to fair and equitable compensation practices in alignment with pay transparency laws. Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity.

Office Ally Pay Transparency
$120,000—$130,000 USD

Why You'll Love Working at Office Ally 

At Office Ally, your work has a direct impact on healthcare providers and their ability to deliver exceptional care. We're driven by a mission to simplify healthcare administration, making it easier for providers to focus on what they do best—helping patients. As an Office Ally employee, you'll be at the heart of our efforts to deliver exceptional service and software solutions to our clients in the healthcare space.     

EEO Note 

Office Ally is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.   

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