Serve as the primary long-term point of contact for customers, developing strong, trusted relationships with clinicians, administrators, and IT stakeholders
Own and track the long-term success of your customers via OKRs, such as % of WAUs, % of renewals, and % of invoices paid
Conduct regular check-ins and strategic reviews to align on goals, share progress, and identify new opportunities
Demonstrate and promote the latest features and capabilities, ensuring customers are up to date
Partner with implementation teams to ensure a smooth transition from deployment to active product use
Conduct tailored training sessions and create resources to empower customers
Monitor product usage and proactively engage with customers to drive adoption and identify barriers
Act as the voice of the customer internally, sharing insights with product, engineering, and leadership
Address customer concerns and resolve issues, collaborating with support and product teams
Manage the renewal experience and proactively identify and manage renewal risks
Partner with Finance to ensure invoices are paid on time
Escalate critical challenges appropriately while keeping customers informed
Contribute to the design and implementation of systems and processes that facilitate scalability and efficiency
Mentor junior team members and facilitate knowledge sharing across the organization
Requirements
Experience with Customer Success, Operations, Consulting, or similar roles
Must have an eye for detail, be well-organized with data and communication
Strong written and verbal communication skills
Proficient computer skills (Google Suite, especially Google Sheets/Excel)
Familiarity with basic data analysis (SQL)
Capable of learning new tech tools and platforms quickly
Track record of thriving in fast-paced, ambiguous startup environments—high agency, detail orientation, and curiosity
Comfortable managing multiple stakeholders, balancing stakeholder needs with business objectives