Customer Success Team Lead

OpenClinica LLCNeedham, MA
$120,000 - $140,000Remote

About The Position

The Customer Success Team Lead is responsible for the full researcher journey, from onboarding to the conclusion of a study. This includes conducting client kickoff meetings, overseeing the creation of recruitment content for the researchers’ studies, assisting in customer support, and conducting check-ins with researchers. You will be asked to think outside the box to create efficiencies in our processes and propel the vision of our company.

Requirements

  • 3+ years of professional experience in client-facing roles, including customer success, marketing, account management, or sales.
  • A clinical background as a research coordinator or experience running or managing clinical trials
  • Bachelor’s Degree in related field.
  • Excellent communication skills, both written and oral
  • Organized and detail-oriented
  • Autonomous in your work and the challenge of solving complex problems

Nice To Haves

  • An understanding of (or even a passion for) social media marketing platforms including but not limited to: Facebook, Instagram, Twitter, TikTok, and Snapchat
  • Familiar with Canva

Responsibilities

  • Manage & oversee the creation of various marketing and study recruitment materials
  • Coordinate across internal and external teams to launch recruitment campaigns
  • Build and maintain strong, long-lasting relationships with our researchers
  • Help resolve escalated and complex questions and issues from customers
  • Provide coaching, guidance, and mentorship to Customer Success Associates
  • Make improvements to our current customer satisfaction methods and processes
  • Communicate effectively with both clients and colleagues to understand & service customer needs, maximize retention and growth, and communicate performance
  • Act independently in directly managing the Success team & tracking + driving efficiencies across all relevant KPIs with a focus on Net Revenue Retention
  • Conduct client-facing calls and coordinate action items across internal and external teams
  • Triage client support issues and deliver best-in-class service
  • Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
  • Help gather feedback from our customers to inform our sales process, product roadmap, and marketing opportunities
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