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

Sodexo

Senior Director, Client Success

Portland, OR · On-site +1

$156K - $242K/yr

Each Senior Director, Client Success manages a portfolio of clients aligned to the overall value, complexity, and strategic importance of the accounts, ensuring balanced workloads and an exceptional ...

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Brandwoven

Be Seen First

Client Success Manager - Amazon

Portland, OR · Remote

$70K - $95K/yr

We partner with consumer products brands to help marketplace strategies based on their unique business needs. Success for us is about more than just driving sales, it's also about telling our client ...

Northern Trust

Sr. Wealth Strategist

Portland, OR · On-site

$128K - $166K/yr

At Northern Trust, our Wealth Strategist position is a key business development sales role to ... success to the client. * Series 7 and 63 licenses are required. Additional professional ...

Northern Trust

Sr. Wealth Strategist

Portland, OR · On-site

$128K - $166K/yr

At Northern Trust, our Wealth Strategist position is a key business development sales role to ... success to the client. * Series 7 and 63 licenses are required. Additional professional ...

Autodesk

Business Customer Success Manager

Portland, OR · On-site

$72K - $128K/yr

... Client Services, serving as thevoice of the customer and ensuring long-term customer health ... Establish success metrics and track progress through regular business reviews and strategic ...

Autodesk

Business Customer Success Manager

Portland, OR · On-site

$72K - $128K/yr

... Client Services, serving as the voice of the customer and ensuring long-term customer health ... Establish success metrics and track progress through regular business reviews and strategic ...

Autodesk

Business Customer Success Manager

Portland, OR · On-site

$72K - $128K/yr

... Client Services, serving as thevoice of the customer and ensuring long-term customer health ... Establish success metrics and track progress through regular business reviews and strategic ...

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Showing results 1-20

All JobsClient Success Strategist JobsClient Success Strategist Jobs in Portland, OR

Client Success Strategist information

See Portland, OR salary details

$47.7K

$148.3K

$188.2K

How much do client success strategist jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client success strategist in Portland, OR is $148,330.00, according to ZipRecruiter salary data. Most workers in this role earn between $128,900.00 and $166,500.00 per year, depending on experience, location, and employer.

What is a client success strategist?

A Client Success Strategist is a professional responsible for ensuring that clients achieve their desired outcomes while using a company's products or services. They build strong relationships with clients, understand their goals, and proactively offer solutions to maximize value and satisfaction. Their role often involves onboarding new clients, addressing concerns, tracking client progress, and collaborating with other teams to ensure a seamless experience. By focusing on client retention and success, they help drive long-term business growth.

What are the key skills and qualifications needed to thrive as a client success strategist?

To thrive as a Client Success Strategist, you need strong relationship management abilities, analytical skills, and a background in business or communications. Familiarity with CRM software like Salesforce, customer engagement platforms, and data analysis tools is commonly expected. Exceptional communication, problem-solving, and proactive thinking set top performers apart in this role. These skills ensure clients achieve their goals and remain satisfied, driving long-term business growth and retention.

How does a client success strategist typically collaborate with other departments to improve client outcomes?

As a Client Success Strategist, you will regularly work cross-functionally with teams such as Sales, Product, and Support to ensure client needs are fully understood and addressed. You'll often act as a bridge, relaying client feedback to product development or coordinating with sales to identify upsell opportunities. This collaboration helps tailor solutions, resolve issues promptly, and drive overall client satisfaction. Being proactive and communicative is key to successful teamwork in this role.

What is the difference between Client Success Strategist vs Customer Success Manager?

AspectClient Success StrategistCustomer Success Manager
Primary FocusDeveloping strategies to enhance client engagement and retentionManaging ongoing client relationships and ensuring satisfaction
ResponsibilitiesCreating success plans, analyzing client needs, and driving strategic initiativesOnboarding, support, and day-to-day relationship management
Required SkillsStrategic thinking, communication, client analysisRelationship building, problem-solving, customer service
Work EnvironmentConsultative, strategic, often cross-departmentalOperational, client-facing, support-oriented

While both roles focus on client satisfaction, the Client Success Strategist emphasizes developing strategic plans to foster long-term success, whereas the Customer Success Manager handles daily relationship management and support. The strategist role is more focused on proactive planning, while the manager role is more operational and support-driven.

Client Success Strategist jobs near you
Infographic showing various Client Success Strategist job openings in Portland, OR as of September 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $148,330 per year, or $71.3 per hour.

Director of Client Success, Enterprise

Vancouver, WA • On-site

Office Ally
Software Development • 51 - 200 employees
Learn more about Office Allyexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 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 
  • 3+ 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.