Customer Success Manager, Strategic

About the role

Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.

Responsibilities

• Manage and retain a book of customers typically under <$20–30k ARR across designated product areas.
• Understand customer business goals and align them to platform capabilities, driving adoption through consistent adherence to established playbooks.
• Build strong working relationships with end users and manager-level stakeholders, ensuring successful onboarding handoffs and long-term engagement.
• Drive proactive outreach focused on adoption, retention, and early identification of risk using customer health analytics.
• Deliver personalized recommendations rooted in best practices, enabling customers to fully utilize core and add-on products.
• Maintain and meet or exceed quarterly ARR retention and expansion quota targets, identifying opportunities within the existing product set.
• Document progress, action items, customer needs, and risks with precision, ensuring timely follow-up and clear cross-functional communication.
• Learn product features quickly and translate them into simple, actionable guidance for customers.
• Manage escalations calmly and professionally, owning initial de-escalation and looping in leadership when appropriate.
• Collaborate with Marketing, Product, and other CS teams to share customer feedback and support workflow optimization initiatives.

Requirements

• 1–3 years of experience managing customer relationships, implementing solutions, or handling complex, customer-facing problem solving.
• Ability to follow structured processes and drive repeatable, consistent outcomes.
• Strong communication skills with the ability to build rapport and present solutions clearly.
• Demonstrated ability to learn new technologies and workflows quickly.
• A proactive mindset with the ability to manage a fast-moving book of business.
• Experience meeting process and outcome metrics surrounding customer touchpoints, expansion revenue and customer retention.

Qualifications

• Ability to follow structured processes and drive repeatable, consistent outcomes.
• Strong communication skills with the ability to build rapport and present solutions clearly.
• Demonstrated ability to learn new technologies and workflows quickly.
• A proactive mindset with the ability to manage a fast-moving book of business.
• Experience meeting process and outcome metrics surrounding customer touchpoints, expansion revenue and customer retention.

Skills

• Customer Relationship Management
• Solution Implementation
• Communication Skills
• Technology Learning
• Problem Solving

Benefits

United States: In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for a great workout, or TelusEmployee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

Costa Rica: To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

Pay

Remote Pay Range: $76,000 USD - $85,000 USD

Schedule

Remote Work Available

About Tebra

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose.

Our Values

• Start with the Customer
• Keep It Simple
• Stay Entrepreneurial
• Better Together
• Celebrate Success

Perks & Benefits

• Healthcare benefits
• Discounts through Dell for work-from-home essentials
• Resources for mental and physical health
• University/education discounts

Compliance & Privacy Disclosures

Note: Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice here: https://www.tebra.com/privacy-policy/california-supplemental-notice/. If you would like to report a fraudulent Tebra job posting, please contact us at talentacquisition@tebra.com and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too.