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

This position is responsible for taking full ownership of customer growth, retention, and satisfaction—focusing primarily on Office Ally’s top 250 customers by revenue and revenue potential. This executive will be responsible for building and scaling a results-driven account management organization that drives impact where it matters most. This position will lead hiring, define KPIs, implement structured best practices, and actively engage with high-value customers both remotely and in person to maximize long-term partnerships and lifetime value

What You’ll Do

Strategy & Transformation

• Create and implement an account management function to support the business to include processes that influence claims submission timelines and revenue realization.
• Build and execute a scalable strategy that supports company growth and delivers measurable impact.
• Define KPIs and reporting frameworks to track performance (e.g. NRR, churn, CSAT, NPS).

Team Leadership

• Lead, grow, and develop a high-performing Account Management team
• Foster a customer-centric culture of accountability, continuous improvement, and collaboration.
• Coach team members and implement best practices, playbooks, and operational standards.

Client Retention & Growth

• Own client health, satisfaction, and retention metrics.
• Design programs for onboarding, training, QBRs, renewals, and client advocacy.
• Partner with Sales to drive upsell/cross-sell opportunities and support expansion efforts.

Customer Experience & Engagement

• Oversee the full customer journey to ensure value realization and high engagement.
• Address client needs through proactive support and escalate issues where necessary.
• Implement scalable processes for onboarding, support, and ongoing success.

Cross-Functional Leadership

• Collaborate with Product, Sales, Marketing, Operations, and Finance to align around customer outcomes.
• Serve as the voice of the customer to influence product roadmap, services, and go-to-market strategy.
• Lead customer feedback and advocacy programs (e.g., testimonials, advisory boards).

Reporting & Insights

• Leverage Salesforce, Power BI, and other tools to monitor customer health and success metrics such as claims volume and speed to first payment.
• Use data to highlight onboarding effectiveness, clearinghouse engagement, and long-term retention trends.
• Apply a data-driven approach to decision-making and continuous improvement.

What You’ll Need

• Bachelor’s degree in business, healthcare management, or a related field
• 7+ years of experience in Client Success, Account Management, or related roles in B2B SaaS, with 5+ years in leadership
• Proven success improving customer satisfaction, retention, and expansion in a recurring revenue model
• Experience building and scaling an account management organization within a high-growth environment
• Strong consultative, strategic planning, and executive relationship skills
• Proficiency in CRM and analytics platforms (e.g., Salesforce, Power BI)

Nice to Have

• Familiarity with customer success platforms (e.g., Gainsight, ChurnZero)

Travel Requirements

• This role requires up to 20-25% travel, which may include conferences, client meetings, team gatherings, or company events.
• Travel will typically be scheduled in advance and supported by the company.

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

$190,000—$220,000 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.