Customer Success Manager, Small Group
Core
Engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.
Role type
Customer Success Manager (Small Group)
Builds
Customer retention and growth pipeline for healthcare SaaS/RCM platforms
Domain
Healthcare SaaS / Revenue Cycle Management (RCM)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer success management, healthcare SaaS experience, CRM proficiency, campaign management, data-driven insights, contract renewal management, upsell/cross-sell execution
Preferred skills
EHR experience, patient/provider engagement workflows, AI platform familiarity
Technologies
Salesforce, HubSpot, AI platforms, CRM tools, campaign platforms
Responsibilities
Execute growth and retention campaigns for small group accounts, monitor customer health dashboards and act on AI insights, manage customer inquiries and redirect complex issues, identify and execute upsell/cross-sell opportunities, own the contract renewal process, utilize CRM and AI tools to manage the customer lifecycle
Seniority
Mid-level, hands-on IC