Customer Success Manager

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
• Monitor customer health metrics and proactively address risks
• Identify opportunities to improve customer satisfaction and retention
• Reduce customer churn through proactive engagement and issue resolution
• Manage implementation of new and incremental services for aligned clients
• Ensure smooth transitions to ongoing support teams
• Help customers understand best practices and operational workflows
• Act as an escalation point for customer concerns and service issues
• Collaborate with internal departments to resolve customer challenges quickly and effectively
• Advocate internally for customer needs and process improvements
• 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

• 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, Hub Spot, 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