Dustin Moreland
Eugene,OR
Summary
Results-driven Client Success professional with over 8 years of experience building and maintaining client relationships within the healthcare technology industry. Proven ability to manage client portfolios, deliver strategic business reviews, drive product adoption, resolve technical issues, and collaborate cross-functionally to improve customer satisfaction and retention. Experienced working with major healthcare and hospital systems including Epic, Cerner, Meditech, and HealthQuest. Skilled in Salesforce, Jira, Confluence, CRM platforms, client training, performance analysis, and customer success strategy.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Professional with deep experience in fostering client relationships and driving success. Skilled in customer engagement, conflict resolution, and strategic planning. Strong focus on team collaboration, adaptability, and delivering impactful results. Known for reliability, effective communication, and proactive approach to meeting client needs.
Results-driven professional with focus on client satisfaction and relationship management. Proven track record in building lasting client partnerships, consistently achieving high satisfaction scores. Known for collaborative teamwork and adaptability in dynamic environments, excelling in communication and customer support.
Overview
8
8
years of professional experience
Work History
Client Success Associate
Phreesia
11.2025 - 05.2026
- Managed a portfolio of 18 healthcare clients, developing customized success plans to strengthen relationships, improve retention, and support client goals.
- Monitored client performance metrics and leveraged data insights to drive proactive support initiatives.
- Conducted client training sessions on software features and best practices, increasing product adoption and client satisfaction.
- Delivered monthly and quarterly business review presentations, providing performance insights and strategic recommendations.
- Utilized Salesforce, Jira, and Confluence to manage client accounts, document issues, track project progress, and collaborate with cross-functional teams.
- Partnered with cross-functional teams to improve client engagement and optimize service delivery.
Client Success Specialist
AccessOne
03.2025 - 11.2025
- Managed relationships for a portfolio of 18 healthcare clients, serving as the primary point of contact and trusted advisor.
- Supported project tracking and performance reviews, identifying opportunities to increase program awareness and utilization within hospital systems.
- Leveraged Salesforce, Jira, and Confluence to track client initiatives, document processes, manage support requests, and facilitate communication across departments.
- Collaborated with internal stakeholders to address client needs, improve processes, and enhance the overall customer experience.
- Collected and analyzed client feedback to identify trends, drive service improvements, and strengthen client satisfaction.
- Conducted client training and education sessions to support successful product adoption and utilization.
Client Relations Specialist
AccessOne
03.2018 - 03.2025
- Managed day-to-day client relationships, ensuring timely resolution of questions, concerns, and service requests.
- Built strong partnerships with healthcare providers and administrative teams through consistent communication and responsive support.
- Assisted with account management, reporting, client onboarding, and program implementation activities.
- Coordinated with internal departments to resolve issues and improve service delivery.
- Provided technical support to clients, resolving issues efficiently and improving the overall user experience.
- Maintained client records and performance data to support reporting, operational efficiency, and customer satisfaction initiatives.
Education
Bachelor of Communications -
Southern Illinois University Carbondale
Carbondale, IllinoisSkills
- Salesforce expertise
- Jira workflow optimization
- Proficient in Confluence
- Epic management
- Cerner proficiency
- Meditech proficiency
- Proficient in HealthQuest
- Proficient in Microsoft Office Suite
- Proficient in CRM software
- Data analysis and reporting
- Client training
- CRM software proficiency
CORE COMPETENCIES
- Client Success Management
- Account Management
- Client Relations
- Client Retention
- Strategic Communications
- Customer Training & Onboarding
- Technical Support
- Performance Reporting
- Client Advocacy
- Customer Relationship Management (CRM)
- Data Analysis
- Cross-Functional Collaboration
- Project Tracking
- Business Reviews
- Process Improvement
- Healthcare Technology
- Electronic Health Record (EHR) Systems
- Hospital Account Systems
ADDITIONAL STRENGTHS
- Healthcare Technology
- Customer Experience Optimization
- Client Engagement Strategies
- Relationship Building
- Revenue Growth Support
- Training & Mentoring
- Presentation Delivery
- Customer Feedback Analysis
Languages
English
Full Professional
Timeline
Client Success Associate
Phreesia
11.2025 - 05.2026
Client Success Specialist
AccessOne
03.2025 - 11.2025
Client Relations Specialist
AccessOne
03.2018 - 03.2025
Bachelor of Communications -
Southern Illinois University Carbondale