Hannah Robertson, Client Success Manager on Influential Women

Influential Woman · Software

Hannah Robertson

Client Success Manager, VisiQuate

Dallas, TX 75024

Certifications · Degrees · Memberships

Degree Bachelor's degree in economics from Chapman University Degree Graduated 2020 Cert CRCR (studied but exam not taken) Member HFMA

Her Story

About Hannah

Hannah Robertson serves as a Client Success and Account Manager at Visiquate, managing four clients in the software industry focused on healthcare revenue cycle analytics. In her role, she spends time analyzing client billing data to identify opportunities for revenue maximization, works with an offshore engineering team on technical requests and sprint planning, and meets with clients to discuss insights and optimizations. She holds a bachelor's degree in economics from Chapman University, from which she graduated in 2020, and has studied for the CRCR certification without completing the exam. Robertson is a member of HFMA and has approximately five years of experience in the field, including a prior stint in agency-level recruiting before returning to software and revenue cycles. She attributes her professional success to the supportive people around her, including family influences and colleagues at Visiquate.

Her Interview

Ten minutes with Hannah

01What do you attribute your success to?

I attribute my success to the people around me. I was very fortunate to go to a school with professors that set me up for success. Surrounded myself with friends that set me up for success, and it inspired me to be better. My family is very influential in that realm as well. I don't know if you noticed by looking at LinkedIn, but my father founded the company 18 years ago. Watching him pursue his mission from a very young age in a complex ecosystem, and just how much blood, sweat, and tears he put into something, and to watch it go from operating inside of a small closet in another friend's business to where it is now. Surrounding myself to the best of my ability with people that inspire me to grow and be better.

02What’s the best career advice you’ve ever received?

If you fail to prepare, then prepare to fail. This is my favorite piece of advice I've ever gotten from my fourth grade teacher, Mrs. Gray. It's stuck with me all these years. You know when you're not set up to do your best, perform your best, and if it's important to you to be successful, you have to be prepared, and only you know what that looks like for you.

03What advice would you give to young women entering your industry?

To a young female wanting to get into client success, I would say that account management looks very different at different companies. If I could go back, I would take a really good, close look at the things in your daily life that you enjoy, that genuinely make you happy. Figure out what that thing is that makes you feel excited, that gets your heart racing. Find that field, and shoot for it. Don't pick a random job out of school just because they offer you a lot of money. Be willing to start low, as long as you have that internal fire for whatever it is that they do. What keeps you somewhere is being passionate about what you do.

04What are the biggest challenges or opportunities in your field right now?

The most challenging thing about working in healthcare and revenue cycles specifically is that it's constantly evolving. Payer policies change on a quarterly basis. Coding certifications and CPG codes change. There's a lot of turnover on terminology. The introduction of AI into society, but most hospitals don't have the spare change to be spending on software. A lot of hospitals don't even break even, so it can be tough to get your foot in the door with them.

05What values are most important to you in your work and personal life?

Always being honest and true to yourself and true to others, so integrity is a huge one. You have to have a certain level of understanding for other people as well. Treat everybody around you the way that you would want to be treated, like the golden rule. Have integrity, be honest, communicate. Life is too short, so trying not to get too caught up in the things that are hard. Resiliency is really important. The way that you bounce back after things don't go according to plan affects only you.

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