Customer Success Associate, Provider

This is a fully remote position, open to applicants in United States.

📋 Description

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

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

• Operational Excellence: Assist in all stages of the post-sales customer lifecycle, such as 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 significant projects essential to the team's success, and present insights and recommendations to leadership, showcasing both strategic thinking and effective communication abilities.

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

• Professional Development: Participate in learning and development opportunities to progress toward the CSM role, including shadowing current CSMs, actively joining customer meetings, and completing 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 within healthcare, SaaS, or consulting

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

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

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

• Demonstrated proactive problem-solving skills with a strong dedication to customer satisfaction

• Composed under pressure, positive, and solution-oriented

• Effective in conveying ideas and information succinctly to a variety of audiences

• Highly motivated individual with a desire for professional growth

🏝️ Benefits

• Competitive pay with equity options

• Stellar healthcare plan options (Medical, Dental & Vision), including 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