Customer Success Manager

• Guide clients through implementation and onboarding, ensuring they feel confident and supported
• Lead new clients through the full implementation and onboarding process—including platform setup, configuration, and hands-on training
• Facilitate virtual training sessions and confirm users are confident navigating the system
• Serve as the primary point of contact for assigned client communities, providing high-level support and resolving questions during onboarding
• Develop and customize initial platform solutions to align with each client’s specific needs and workflows
• Digitize and manage client documentation using Adobe and DocuSign, supporting e-signature workflows within Carefeed
• Track client trends, pain points, and product usage to identify opportunities to improve adoption
• Collaborate with the broader Client Experience team to refine processes and build best practices for onboarding, training, and ongoing client engagement

Client Experience Specialist – Onboarding

Senior Director of Customer Success

Senior Manager, Lifecycle/CRM Marketing

CRM Marketing Specialist

Customer Success Manager

Director of Client Success – Healthcare Services