Customer Success Manager

Optivate Health, LLC

21d • $50,000 - $80,000 • Remote

About The Position

The Customer Success Manager (CSM) manages ongoing customer relationships after go-live and helps customers achieve measurable value from Optivate's platform. The role drives adoption, engagement, satisfaction, and retention across a portfolio of practices. The CSM is the primary point of contact for customer relationships and ongoing success, supports renewal readiness, and identifies growth opportunities. The role partners closely with onboarding, support, product, and revenue teams to deliver a high-quality, unified customer experience.

Requirements

• At least 2 years of experience in customer success, account management, implementation, or client-facing roles within SaaS or healthcare technology.
• Proven ability to manage a portfolio of customers while driving adoption, satisfaction, and measurable outcomes.
• Strong consultative communication skills and ability to engage clinical and business stakeholders.
• Technology aptitude and ability to quickly learn and explain software solutions.
• Strong organization, time management, prioritization, and follow-through.
• Comfort operating in a fast-moving environment with evolving processes and cross-functional dependencies.
• Experience using CRM systems such as HubSpot or Salesforce.
• Bachelor’s degree in business or healthcare administration, or equivalent professional experience.

Responsibilities

• Serve as the primary relationship owner for a portfolio of customers after go-live.
• Drive product adoption through ongoing training, guidance, and success check-ins.
• Monitor account health, usage patterns, and customer sentiment, and act early on risks or barriers.
• Create and maintain customer success plans focused on measurable outcomes and value realization.
• Partner with onboarding, support, training, product, and revenue teams to ensure a seamless customer experience.
• Support renewal readiness by documenting outcomes and ensuring customers see clear value.
• Identify expansion opportunities and collaborate with sales on upsell and growth initiatives.
• Coordinate with sales to execute next steps for upsell and expansion opportunities.
• Capture customer feedback and deliver insights to product operations.
• Maintain accurate CRM documentation of activities, risks, and progress.

Benefits

• Competitive base salary plus performance-based bonus.
• Remote work model with flexibility and work-life balance.
• Comprehensive benefits including medical, dental, vision, and 401(k).
• Generous paid time off and holiday schedule.
• Opportunity to grow within a mission-driven and innovative healthcare technology company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level