Customer Success Manager

OpenLoop Health

35d•Remote

About The Position

OpenLoop is looking for a Customer Success Manager to join their team remotely. In this role, you will support the Customer Success team in delivering a high-quality client experience by executing defined processes across onboarding, education, and ongoing account support. You will work closely with Customer Success leadership and cross-functional partners to ensure clients are set up for success, following established playbooks and workflows to help drive adoption and satisfaction.

Requirements

Bachelor’s degree in Business, Communications, or a related field (or equivalent experience).
1–3 years of experience in customer success, account management, onboarding, or a related client-facing role.
Strong communication skills with the ability to clearly explain information and follow structured processes.
Detail-oriented and organized, with the ability to manage multiple tasks with guidance.
Comfortable working within defined workflows and using established tools and systems.
Problem-solving mindset with the ability to escalate issues appropriately when needed.
Eager to learn, coachable, and able to adapt in a fast-paced environment.

Nice To Haves

Experience with CRM systems or customer success tools is a plus.

Responsibilities

Support assigned clients as a day-to-day point of contact, ensuring timely responses and a positive client experience.
Execute onboarding and implementation workflows in partnership with internal teams, following established processes and timelines.
Deliver standardized training and education sessions to clients using existing materials and playbooks.
Assist in monitoring client activity and engagement, escalating risks or concerns to leadership when needed.
Follow defined processes to troubleshoot client issues, partnering with internal teams for resolution.
Maintain accurate records of client interactions, updates, and activities in CRM and internal systems.
Support ongoing client communications, including check-ins, updates, and follow-ups based on team guidance.
Develop working knowledge of OpenLoop’s programs, products, and services to effectively support client needs.
Collaborate with cross-functional teams to ensure smooth execution of client workflows.
Surface client feedback and recurring issues to Customer Success leadership for continuous improvement.
Contribute to team initiatives and complete assigned tasks to support overall Customer Success objectives.
Other duties as assigned.