Customer Success Manager
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Job Description
Customer Success Manager driving adoption, measurable outcomes, renewals, and growth for Optivate’s ophthalmology healthcare software. Managing practice relationships across a U.S. remote portfolio.
Responsibilities:
- Serve as the primary relationship owner for a portfolio of customers after go live
- Drive product adoption through ongoing training, guidance, and success check-ins
- Monitor account health, usage patterns, and customer sentiment and act early on risks or barriers
- Create and maintain customer success plans focused on measurable outcomes and value realization
- Partner with onboarding, support, training, product, and revenue teams to ensure a seamless customer experience
- Support renewal readiness by documenting outcomes and ensuring customers see clear value
- Identify expansion and upsell opportunities and collaborate with sales on growth initiatives
- Capture customer feedback and deliver insights to product operations
- Maintain accurate documentation of activities, risks, and progress in CRM
Requirements:
- 2+ years of experience in customer success, account management, implementation, or client-facing roles within SaaS or healthcare technology
- Proven ability to manage a portfolio of customers while driving adoption, satisfaction, and measurable outcomes
- Strong consultative communication skills with the ability to engage both clinical and business stakeholders
- Tech-savvy with the ability to quickly learn and explain software solutions
- Highly organized with strong time management, prioritization, and follow through
- Comfortable operating in a fast moving environment with evolving processes and cross functional dependencies
- Experience using CRM systems such as HubSpot or Salesforce
- Bachelor’s degree in business, healthcare administration, or equivalent professional experience
Benefits:
- Competitive base salary plus performance-based bonus
- Remote work model with flexibility and work-life balance
- Comprehensive benefits including medical, dental, vision, and 401(k)
- Generous paid time off and holiday schedule
- Opportunity to grow within a mission-driven and innovative healthcare tech company
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