Customer Success Manager

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

📋 Description

• Act as the key point of contact and a reliable advisor for clients.

• Ensure client satisfaction, engagement, and long-term success with the company's products and services.

• Cultivate strategic relationships and promote product adoption.

• Identify growth opportunities and serve as a liaison between clients and internal teams.

• Influence client retention, satisfaction, and revenue growth.

• Offer strategic insights and monitor usage patterns to facilitate product enhancements.

• Support new clients during onboarding and educate them on product features.

• Analyze client usage data to identify trends and opportunities.

• Deliver business reviews that highlight ROI and suggest strategies for account expansion.

• Keep accurate records of client interactions and collect feedback to enhance services.

⛳️ Requirements

• **Must-Haves (Required)**

• 1-2+ years of experience in customer success, account management, client-facing roles, or similar positions (preferably in healthcare, telemedicine, SaaS, or technology-driven sectors).

• Proven ability to establish and maintain robust relationships with clients and stakeholders.

• Exceptional written and verbal communication skills with a compassionate, professional demeanor.

• Capability to comprehend client business objectives and offer strategic advice.

• Strong analytical and conflict-resolution skills with a proactive approach.

• Excellent organizational skills and attention to detail with the ability to manage multiple accounts.

• Proficient in CRM systems, scheduling tools, and contemporary productivity software.

• Self-motivated and flexible in remote work environments, demonstrating the ability to work independently.

• Comfortable analyzing usage data and metrics to guide decisions.

• Highly adaptable in fast-paced, technology-driven environments.

• **Nice-to-Haves (Preferred)**

• Experience in healthcare, telemedicine, pediatric services, mental health, or behavioral health settings.

• Familiarity with ADHD care, family support services, or clinical workflows.

• Background in SaaS, digital health platforms, or AI-driven solutions.

• Understanding of provider challenges and healthcare operational issues.

• Experience with account growth, upselling, and revenue expansion.

• Exposure to HIPAA compliance and managing confidential health information.

• Experience in product training or enablement.

• Conducting business reviews and presenting to stakeholders.

• Supporting C-level executives or healthcare providers.

• Familiarity with clinical documentation or medical terminology.

• **Tools Proficiency**

• **Must-Haves (Required)**

• CRM Systems: Zendesk, Salesforce, HubSpot, Intercom, or similar platforms.

• Communication: Email (Gmail/Outlook), Slack, Microsoft Teams, Zoom.

• Scheduling: Calendly, Google Calendar, or equivalent booking systems.

• Productivity: Google Workspace (Docs, Sheets, Drive) or Microsoft Office Suite.

• Video Conferencing: Zoom, Google Meet, or Microsoft Teams.

• **Nice-to-Haves (Preferred)**

• Healthcare Systems: EMR (Electronic Medical Records) or EHR platforms.

• Project Management: Notion, Asana, Airtable, Trello, or ClickUp.

• Analytics: Data visualization tools or business intelligence platforms.

• Customer Education: LMS (Learning Management Systems) or training platforms.

• Automation: Zapier or workflow automation tools.

• Support Ticketing: Advanced knowledge of Zendesk, Freshdesk, or similar platforms.

🏝️ Benefits

• **Competitive Salary:** Based on experience and skills.

• **Remote Work:** Fully remote — work from anywhere.

• **Generous PTO:** In accordance with company policy.

• **Direct Mentorship:** Access to global industry leaders.

• **Learning & Development:** Continuous growth resources.

• **Global Networking:** Work with international teams.

• **Health Coverage (Philippines only):** HMO after 3 months (full-time).