Customer Success Manager, Small Group
Core
Engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies and multi-channel digital tools.
Role type
Customer Success Manager (Small Group)
Builds
Customer retention, feature adoption, and revenue growth for a portfolio of 300-500 healthcare practices.
Domain
Healthcare SaaS / Revenue Cycle Management (RCM)
Required skills
Customer success management, healthcare SaaS experience, CRM proficiency, campaign management, data analysis, contract renewal management, upsell/cross-sell execution, digital engagement strategies
Preferred skills
EHR experience, patient/provider workflow knowledge, AI platform familiarity
Technologies
Salesforce, HubSpot, CRM tools, campaign platforms, AI platforms
Responsibilities
Execute growth and retention campaigns, monitor customer health dashboards, manage customer inquiries, oversee renewal processes, identify upsell opportunities, utilize AI insights for proactive account management
Seniority
Mid-level, hands-on IC