Customer Success Associate, Provider

📋 Description

• Account Planning: Collaborate with the Customer Success team to create and implement strategic account plans that enhance engagement, retention, and expansion opportunities. Transform customer insights, data trends, and renewal timelines into actionable next steps. Assist in renewal preparations, including forecasting and identifying potential risks or growth opportunities.

• Customer Engagement & Relationship Building: Gradually take ownership of customer relationships by leading meetings, providing product training on new features, and managing follow-ups. Establish credibility and trust with provider clients through confident, consultative communication and expertise in healthcare.

• Operational Excellence: Support all aspects of the post-sales customer lifecycle, which includes onboarding, renewals, and ongoing account management. Assume responsibility for operational tasks to gain a comprehensive understanding of daily customer success operations.

• Strategic Value: Engage in key projects essential to the team's success, and present insights and recommendations to leadership, showcasing both strategic thinking and effective communication skills.

• Cross-Functional Collaboration: Serve as a customer advocate and internal liaison—partnering with Product, Engineering, and Sales to relay feedback, identify workflow gaps, and influence future solutions. Participate in significant strategic projects and present findings to leadership with clarity and confidence.

• Professional Development: Pursue learning and development opportunities to progress towards the CSM role, including shadowing current CSMs, actively engaging in customer meetings, and participating in formal training programs.

⛳️ Requirements

• Bachelor’s Degree in Business, Healthcare Management, or a related field

• 3+ years of experience in a customer-facing role, preferably in healthcare, SaaS, or consulting

• Strong understanding of customer success principles, including retention strategy, success planning, and value realization

• Exceptional communicator with an executive presence and the ability to convert complex data or workflows into actionable insights

• Proven collaborator who builds trust across teams and communicates effectively with diverse stakeholders

• Demonstrated proactive problem-solving abilities with a strong commitment to customer satisfaction

• Composed under pressure, positive, and solution-oriented

• Effective at conveying ideas and information succinctly to various audiences

• Highly motivated individual with a strong desire for professional growth

🏝️ Benefits

• Competitive pay with equity options

• Stellar health care plan options (Medical, Dental & Vision), with FSA, DCFSA, & HSA options

• Company-sponsored disability & life insurance

• Unlimited PTO

• 401(k) + 4% Matching

• Fully remote work + flexible working hours

• $750 work-from-home setup budget

• Paid quarterly in-person co-working weeks

• Quarterly $150 co-hanging stipend to meet up with coworkers

• Monthly $100 health and wellness benefit

• Generous paid family leave