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Customer Success Manager

• Own and grow relationships with a portfolio of strategic, high-value enterprise accounts
• Serve as a trusted advisor to senior and operational stakeholders, aligning platform usage with customer goals and KPIs
• Drive adoption, engagement, and retention, using customer health metrics and product usage insights
• Lead quarterly business reviews (QBRs), renewal planning, and executive-level reporting
• Identify and act on expansion opportunities, working closely with sales and product teams
• Guide customers through complex implementations, including custom rollouts and long-term pilot programs
• Project manage pilots from pre-launch through full rollout, ensuring engagement and alignment at every stage
• Be a key resource in training large customer teams, including developing training campaigns, onboarding frameworks, and communication plans
• Present and communicate ROI and performance metrics to C-suite stakeholders
• Leverage a working knowledge of API integrations to support technical conversations with enterprise clients
• Own follow-up for accounts receivable (AR) and coordinate invoicing and billing conversations with enterprise customers
• Represent the voice of the customer, providing structured feedback to product and leadership teams
• Partner cross-functionally with onboarding, support, product, and engineering to drive outcomes
• Champion happy customers by gathering testimonials, reviews, and referrals
• Attend conferences or site visits (as needed) to deepen relationships and industry insight

Enterprise Customer Success Manager

Solutions Engineer

• Act as the technical partner to Sales during discovery and demo cycles, shaping scalable integration plans.
• Lead technical onboarding and implementation projects from kickoff through go-live.
• Design, document, and manage customer API integrations (RESTful APIs, webhooks, and ETL workflows).
• Coordinate with internal Engineering and Product teams to deliver customized, performant solutions.
• Deliver technical training, troubleshoot issues, and support configuration/integration challenges.
• Serve as the long-term technical point-of-contact for enterprise clients, including during QBRs and roadmap planning.

Enterprise Customer Success Manager

Integrations Engineer, Healthcare