Customer Success Manager

Position Responsibilities

• Build and maintain strong, long-term relationships with customers
• Serve as a primary point of contact for assigned accounts
• Conduct operational check-ins, business process reviews, and drive escalated issues to resolution
• Develop a deep understanding of customer goals, challenges, and operational needs
• Maintain accurate customer records and engagement activity within CRM systems
• Track and report on customer success metrics, risks, and opportunities
• Prepare customer status updates and executive summaries as needed
• Occasional travel may be required for customer meetings or company events

Required Skills and Experience

• Bachelor’s degree (or equivalent experience) in Business, Communications, Healthcare Administration, Marketing, or related field preferred
• 3+ years’ experience in customer success, account management, client services, or related roles
• Strong relationship-building, communication, and presentation skills
• Excellent organizational and project management abilities
• Ability to manage multiple priorities in a fast-paced environment
• Experience using CRM platforms such as Salesforce, HubSpot, or similar systems
• Strong problem-solving, systems process, business process, and conflict-resolution skills
• Strong skills in strategic thinking, adaptability and resilience
• Data-driven decision making ability

Benefits

• PTO, holiday pay and holiday of choice
• 401(k) match
• Life insurance
• Short-term disability
• Health, dental and vision insurance
• Maternity/paternity leave
• Health savings account (HSA)
• Flex spending accounts (FSA) – health and dependent