SMB Customer Success Manager

We’re looking for a Customer Success Manager (CSM) to manage and grow our Scaled SMB customer base. As a CSM, you will be responsible for building strong relationships with our customers and driving successful outcomes at scale. You will work to ensure customer satisfaction, retention, and expansion, utilizing digital Customer Success (CS) methodologies to efficiently manage a large portfolio of accounts.

This is a great opportunity for someone who thrives in fast-paced environments and has experience managing large books of business using scalable and digital-first strategies.

Responsibilities:

• Manage and scale a large portfolio of SMB customers to ensure their success with ActivTrak products and services.
• Leverage digital customer success methodologies to deliver proactive and automated support, including customer onboarding, product adoption, and usage optimization.
• Be the main point of contact for...

Position Overview

We are seeking a dynamic SMB, Customer Success Manager to join our team and play a vital role in ensuring the success and satisfaction of veterinary office staff who use our platform. The ideal candidate will be responsible for developing and maintaining strong, long-term relationships with our veterinary offices clients, ensuring they maximize the benefits of our services. You will be a key point of contact, advocating for our clients' needs while collaborating closely with internal teams to drive client satisfaction, adoption, and retention.

This position will start as remote, but will transition to hybrid, with required presence in the San Francisco office each week.

Key Responsibilities

Client Onboarding and Training:

• Run the onboarding process for veterinary office staff, ensuring they have a smooth and successful start with our platform.
• Provide comprehensive training...

About Us

PatientIQ is a fast-growing health tech company empowering healthcare providers, industry, researchers, and others to collaborate on the mission to improve patient outcomes. PatientIQ is headquartered in Chicago and backed by top-tier west coast venture capital, major hospital investors, and others.

ABOUT THE ROLE

PatientIQ is seeking a Customer Success Manager to support and grow our customer base of specialty physician practices and independent physicians utilizing the PatientIQ ClinicalPro platform. As a Small Medium Business (SMB) Customer Success Manager, you will be responsible for developing and maintaining relationships with our SMB (Tier 2 & 3) accounts. You will work closely with the sales, product, and support teams to ensure the successful adoption, retention, and potential expansion of PatientIQ.

ROLE RESPONSIBILITIES

• Client Onboarding: Ensuring a smooth transition occurs from...