Customer Success Manager
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Job Description
Customer Success Manager ensuring successful client implementations for medical software. Collaborating with practices to optimize workflows and enhance the client experience.
Responsibilities:
- Lead new client implementations and guide practices to a successful go-live
- Configure NextPatient to match each client’s workflows and goals
- Run web-based training sessions and ensure clients feel confident using the platform
- Act as the day-to-day point of contact for client questions and support
- Proactively reach out to clients with best practices and new feature education
- Troubleshoot issues and find practical solutions quickly
- Build strong relationships and become a trusted partner to your clients
- Gather client feedback and help shape the product roadmap
- Help improve internal processes across implementation, support, and account management
Requirements:
- 3–5+ years of experience in customer success, account management, or a similar role
- Strong problem-solving skills and attention to detail
- Clear, thoughtful communication over email and phone
- Ability to manage multiple clients and priorities at once
- Curiosity and a desire to deeply understand how things work
- A high level of ownership and follow-through
- SaaS experience preferred
- Healthcare experience is a plus, but not required
Benefits:
- Freedom to work from home
- No fixed vacation policy. We encourage everyone to take a real 2-week vacation each year to somewhere amazing
- Year-end company-wide trip (2025 in Austin, 2024 in Miami, 2023 in Park City)
- Mid-year team trips with +1s (2025 in Chicago, 2024 in Las Vegas, 2023 in San Francisco)
- Health benefits, 401(k) with company match, and equity
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