Cerbo EHR

Customer Success Manager

Cerbo is a high-growth healthcare SaaS company, providing Cerbo EHR cloud-based electronic health records and patient portal software system.
Own the ongoing client relationship for our top Cerbo customers and drive retention, expansion, and advocacy.
Embed yourself in customer organizations as a trusted thought partner and partner with internal teams to ensure world-class experiences.
Own the client experience post-implementation, focusing on client growth, satisfaction, retention, and expansion opportunities.
Monitor account health across a book of accounts, lead project management that contributes to adoption, utilization, and growth.
Establish bi-annual reviews with key stakeholders measuring value delivery to prevent churn and secure expansion.
Be a product expert to help customers use our product to solve pain points; attend industry events to meet customers.
Use success plans to demonstrate ROI, identify upsell opportunities, contribute to revenue growth, and communicate customer feedback internally.
Be an exceptional communicator and partner with customers to develop case studies and sales/marketing resources.

Enterprise Customer Success Manager

Sales Development Rep

Cerbo is a high-growth healthcare SaaS company offering Cerbo EHR cloud-based EHR and patient portal software.
Generate qualified meetings and pipeline for the sales team.
Build awareness of Cerbo’s value among prospective clients in functional and integrative medicine, direct primary care, and general wellness practices.
Maintain a consistent outreach cadence through phone, email, and other channels.
Partner closely with Account Executives and marketing to refine messaging and targeting strategies.
Research and identify potential client accounts through targeted outbound efforts.
Conduct cold calls, emails, and social outreach to engage decision-makers.
Qualify inbound leads from marketing campaigns and convert them into opportunities.
Clearly articulate Cerbo’s value proposition and tailor messaging to prospects’ business needs.
Use CRM tools to track activities, maintain accurate pipeline data, and report on results.
Collaborate with the broader sales and marketing teams to continuously improve messaging and conversion rates.

Enterprise Customer Success Manager

Sales Development Representative