Job Overview
We are looking for a proactive and strategic Customer Success Manager (CSM) to foster strong relationships with our clients and ensure they maximize the value of our healthcare compliance software. The CSM will act as a trusted advisor, guiding customers through onboarding, adoption, and ongoing success. The ideal candidate has experience in customer relationship management, a deep understanding of healthcare compliance, and a passion for driving customer satisfaction and retention.
Duties
• Develop and nurture strategic relationships with healthcare clients, acting as their trusted advisor for compliance software solutions
• Onboard new clients seamlessly by guiding them through implementation processes and training sessions
• Manage ongoing customer accounts by providing proactive support, troubleshooting issues, and ensuring renewal and expansion opportunities
• Collaborate with cross-functional teams—including sales, product development, and technical support—to deliver tailored solutions that meet client needs
• Utilize Salesforce and other CRM tools to track customer interactions, analyze account health metrics, and identify growth opportunities
• Conduct regular business reviews with clients to assess satisfaction levels and identify areas for additional value delivery
• Lead project management efforts for client onboarding, upgrades, or custom integrations to ensure timely delivery and high-quality outcomes
• Stay up-to-date on healthcare compliance regulations (e.g., HIPAA, OSHA, CMS) to provide informed support
• Develop and contribute to customer success resources such as webinars, guides, and FAQs
Experience
• 3+ years in a customer success, account management, or related role, preferably in healthcare or SaaS.
• Proven experience in project management within SaaS environments, preferably in healthcare or financial services sectors
• Familiarity with Salesforce or similar CRM platforms for managing customer data and tracking engagement activities
• Excellent communication skills—both written and verbal—that enable clear articulation of complex technical concepts to diverse audiences
• Analytical skills to interpret customer data, usage patterns, and compliance metrics for strategic decision-making
• Familiarity with healthcare compliance frameworks (HIPAA, OSHA, CMS, Joint Commission)
Join us to make a meaningful impact by helping healthcare organizations stay compliant while delivering exceptional service. Bring your energy, expertise, and passion for customer success to an environment where innovation meets purpose!
Pay: $55,000.00 - $65,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
Work Location: Remote
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