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Catena

Customer Success Manager

Catena

Customer Success Manager serving as the primary liaison for client satisfaction and strategic growth. Managing relationships across multiple industries including healthcare, SaaS, and telemedicine.

Posted 5/18/2026full-timeRemote • 🇵🇭 PhilippinesJuniorWebsite

About the role

Key responsibilities & impact
  • Serve as the primary point of contact and trusted advisor for clients
  • Ensure client satisfaction, engagement, and long-term success with company products and services
  • Build strategic relationships and drive product adoption
  • Identify growth opportunities and act as a liaison between clients and internal teams
  • Shape client retention, satisfaction, and revenue growth
  • Provide strategic guidance and monitor usage patterns for product improvements
  • Assist new clients during onboarding and provide education on product features
  • Monitor and analyze client usage data to identify trends and opportunities
  • Present business reviews showcasing ROI and recommendations for account expansion
  • Maintain up-to-date client interaction records and gather feedback to improve services

Requirements

What you’ll need
  • **Must-Haves (Required)**
  • - Experience: 1-2+ years in customer success, account management, client-facing roles, or related positions (preferably in healthcare, telemedicine, SaaS, or technology-driven environments)
  • - Client Focus: Proven ability to build and maintain strong relationships with clients and stakeholders
  • - Communication: Exceptional written and verbal communication skills with compassionate, professional approach
  • - Strategic Thinking: Ability to understand client business goals and provide strategic guidance
  • - Problem-Solving: Strong analytical and conflict-resolution abilities with proactive mindset
  • - Organization: Exceptional organizational skills and attention to detail with ability to manage multiple accounts
  • - Tech Proficiency: Proficient in CRM tools, scheduling systems, and modern productivity software
  • - Remote Work: Self-motivated and adaptable to remote work environments with proven ability to work independently
  • - Data-Driven: Comfortable analyzing usage data and metrics to inform decisions
  • - Adaptability: High adaptability in fast-paced, technology-driven environments
  • **Nice-to-Haves (Preferred)**
  • - Experience in healthcare, telemedicine, pediatric services, mental health, or behavioral health settings
  • - Familiarity with ADHD care, family support services, or clinical workflows
  • - Background in SaaS, digital health platforms, or AI-powered solutions
  • - Understanding of provider pain points and healthcare operational challenges
  • - Experience with account growth, upselling, and revenue expansion
  • - Exposure to HIPAA compliance and handling confidential health information
  • - Product training or enablement experience
  • - Experience conducting business reviews and presenting to stakeholders
  • - Background supporting C-level executives or healthcare providers
  • - Familiarity with clinical documentation or medical terminology
  • **Tools Proficiency**
  • **Must-Haves (Required)**
  • - CRM Systems: Zendesk, Salesforce, HubSpot, Intercom, or similar platforms
  • - Communication: Email (Gmail/Outlook), Slack, Microsoft Teams, Zoom
  • - Scheduling: Calendly, Google Calendar, or equivalent booking systems
  • - Productivity: Google Workspace (Docs, Sheets, Drive) or Microsoft Office Suite
  • - Video Conferencing: Zoom, Google Meet, or Microsoft Teams
  • **Nice-to-Haves (Preferred)**
  • - Healthcare Systems: EMR (Electronic Medical Records) or EHR platforms
  • - Project Management: Notion, Asana, Airtable, Trello, or ClickUp
  • - Analytics: Data visualization tools or business intelligence platforms
  • - Customer Education: LMS (Learning Management Systems) or training platforms
  • - Automation: Zapier or workflow automation tools
  • - Support Ticketing: Advanced knowledge of Zendesk, Freshdesk, or similar platforms

Benefits

Comp & perks
  • - **Competitive Salary:** Based on experience and skills
  • - **Remote Work: **Fully remote — work from anywhere
  • - **Generous PTO:** In accordance with company policy
  • - **Direct Mentorship:** Access to global industry leaders
  • - **Learning & Development: **Continuous growth resources
  • - **Global Networking: **Work with international teams
  • - **Health Coverage (Philippines only): **HMO after 3 months (full-time)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer successaccount managementdata analysisstrategic guidanceproblem-solvingproduct trainingupsellingrevenue expansionHIPAA complianceclinical workflows
Soft Skills
client focuscommunicationstrategic thinkinganalytical skillsconflict resolutionorganizationadaptabilityself-motivationattention to detailrelationship building