Customer Success Manager

atOptivateRemoteUS flagUnited StatesFull-timeCustomer SuccessJuniorMid-level$50k – $80k/year

Posted Oct 21

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

📋 Description

• Act as the main relationship manager for a customer portfolio following the go-live phase.

• Promote product usage through continuous training, support, and success evaluations.

• Evaluate account health, usage trends, and customer feedback, proactively addressing any risks or obstacles.

• Develop and uphold customer success plans that prioritize measurable results and value attainment.

• Collaborate with onboarding, support, training, product, and revenue teams to guarantee a cohesive customer experience.

• Prepare for renewals by documenting results and ensuring customers recognize substantial value.

• Spot opportunities for expansion and work together with the sales team on upselling and growth strategies.

• Gather customer insights and share them with product operations.

• Keep precise records of activities, risks, and progress within the CRM system.


⛳️ Requirements

• Minimum of 2 years of experience in customer success, account management, implementation, or client-oriented roles within SaaS or healthcare technology.

• Demonstrated ability to manage a customer portfolio while enhancing adoption, satisfaction, and measurable results.

• Excellent consultative communication skills with the capability to engage both clinical and business stakeholders.

• Technologically proficient with the ability to swiftly understand and articulate software solutions.

• Highly organized with exceptional time management, prioritization, and follow-through abilities.

• Comfortable working in a dynamic environment with changing processes and interdepartmental dependencies.

• Familiarity with CRM platforms such as HubSpot or Salesforce.

• Bachelor’s degree in business, healthcare administration, or equivalent professional experience.


🏝️ Benefits

• Competitive base salary along with a performance-driven bonus.

• Flexible remote work model promoting work-life balance.

• Comprehensive benefits package including medical, dental, vision, and 401(k).

• Generous paid time off and holiday schedule.

• Opportunity for career advancement within a mission-focused and innovative healthcare technology company.

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