Customer Success Manager
Core
Own a book of SMB and mid-market accounts, driving onboarding, adoption, and retention for a healthcare benefit verification SaaS platform.
Role type
Junior-to-mid-level Customer Success Manager (SMB/Mid-market)
Builds
Scalable customer success workflows and standardized support processes for healthcare clients
Domain
Healthtech / SaaS
Deliverable
product features
Required skills
Account ownership, process development, data analysis, customer onboarding guidance, engagement monitoring, internal advocacy, triage and prioritization
Preferred skills
Healthcare/healthtech product familiarity, onboarding/implementation experience, Salesforce proficiency
Technologies
Salesforce, Metabase, Excel, Google Sheets
Responsibilities
Manage a book of ~70 SMB/mid-market accounts; develop scalable CS workflows; guide customers through onboarding; monitor engagement to drive adoption; serve as trusted advisor; shadow enterprise accounts; advocate for customer needs internally
Seniority
Junior/Mid-level, growing into Enterprise CSM
