Compliancy Group

Customer Success Manager

• Serve as the primary point of contact for a pooled portfolio of core (mid-sized spend; non-strategic) accounts, focusing exclusively on retention, adoption, and satisfaction.
• Drive customer engagement through proactive, repeatable touchpoints that maximize platform usage and value realization.
• Partner with sales to drive account expansion; while the CSM is not responsible for growth, there are financial incentives in place to identify potential growth opportunities
• Implement structured processes to maintain consistent communication and engagement across the pooled account portfolio.
• Partner closely with Finance to resolve payment disputes, escalations, and account issues.
• Monitor account health and identify opportunities to improve customer engagement and retention.
• Direct customers to the platform for commercial transactions or negotiations, without involvement in sales activities.
• Collaborate with Support and Product teams to advocate for customer needs and improve processes.
• Act as a true customer champion - focused entirely on helping customers succeed.

Account Manager

• Identify, pursue, and close new strategic partnerships that align with company goals.
• Build a scalable partner acquisition framework, including outreach strategies, evaluation criteria, incentives, onboarding processes and data/measurement models.
• Collaborate with internal stakeholders (Sales, Marketing, Product, and Compliance teams) to ensure partnership opportunities support broader company objectives.
• Serve as the primary point of contact for key partners, cultivating strong and lasting relationships.
• Develop and implement partner enablement programs to maximize engagement and performance.
• Monitor partner performance, provide ongoing support, and identify opportunities for expansion and collaboration.
• Act as an advocate for partners internally, ensuring their feedback is considered in product and service development.
• Create and refine the overall partnership strategy, balancing acquisition and retention.
• Establish measurable goals, track KPIs, and provide regular reporting to senior leadership.
• Mentor and guide future team members, contributing to a high-performance partnerships function.

Director of Partnerships

• Imagine being a healthcare provider whose sole mission is to focus on delivering high-quality patient outcomes, but with the knowledge that you need to constantly document your compliance with key healthcare regulations along the way.
• Now imagine tasking someone with a limited compliance background to manage that, with looming risks of audits, breaches and fines hanging over your practice.
• Compliancy Group's vision is to deliver stress-relieving, tech-enabled services and software to the healthcare community that create stronger trust between patients and providers.
• We're on a mission to support small and midsized medical practices as they work to comply with critical, ongoing healthcare compliance requirements.
• We're looking for a Strategic Customer Success Manager who thrives in a high-impact role, loves building deep relationships with clients, and is motivated by helping customers succeed. You'll manage a small, high-value portfolio consisting of Compliancy Group's biggest and most strategically important customers, guiding executives and stakeholders through adoption, renewal, and growth, while collaborating closely with expansion sales reps and cross-functional teams to drive growth, harness the voice of the customer and resolve support and billing issues as they arise.
• This is a remote role with opportunities to meet virtually or in-person for strategic business reviews, planning sessions, and team collaboration.
• Responsibilities: Serve as a trusted advisor to a small portfolio of high-value accounts, driving long-term success. Own gross retention and renewal outcomes, proactively identifying and mitigating risk. Monitor account health, product adoption, and usage to ensure optimal customer results. Lead executive business reviews (QBRs), sharing insights, value realized, and strategic recommendations. Coach clients on best practices, guiding them to maximize adoption and impact. Develop and execute strategic account plans aligned with customer goals and company solutions. Collaborate with expansion sales team members on growth opportunities, without direct quota responsibility. Advocate for customer needs internally and provide feedback to Product, Marketing, and Support teams.
• What CG Can Offer You: Opportunity to make a direct, measurable impact on high-value clients and the business as a whole. Competitive base salary plus performance-based bonus tied to gross retention and account success. Extensive training and professional development to help you grow your career. Comprehensive benefits (medical, dental, eyecare, 401K with company match, generous PTO, and more!). A collaborative and transparent company culture that values customer impact, strategic thinking, and professional growth.
• Salary: $85,000-$90,000/year
• Location: Remote, USA
• PLEASE READ: Our team has recently been notified of a phishing scam targeting candidates applying for Compliancy Group's open roles, where scammers have been posing as recruiters in an effort to access candidates' personal information. Please note that any communication from our hiring teams will be sent from a @compliancygroup.com email address and we will only respond to applications submitted through appropriate channels.
• Equal Employment Opportunity is a fundamental principle at Compliancy Group, where employment is based upon personal capabilities and qualifications without discrimination based on race, color, religion, sex, age, national origin, disability, sexual orientation, or any other protected characteristic as established by law.

Strategic Customer Success Manager

Account Executive

• Imagine being a healthcare provider whose sole mission is to focus on delivering high-quality patient outcomes, but with the knowledge that you need to constantly document your compliance with key healthcare regulations along the way.
• Compliancy Group’s vision is to deliver stress-relieving, tech-enabled services and software to the healthcare community that create stronger trust between patients and providers.
• Compliancy Group is looking for an Account Executive to join the team; role focuses on pipeline creation, mastering the sales process and closing a high-volume of healthy deals for the business. The Account Executive will be exclusively responsible for new logos business development and will partner closely with our Customer Success team to ensure that new clients get off to successful starts.
• This position is remote, but with options to meet in-office at key moments across the sales quarter to collaborate, build pipeline, close deals and celebrate the wins!
• Responsibilities: Drive revenue growth by proactively generating new business through both inbound inquiries and strategic outbound initiatives.
• Ensure accuracy and timeliness by meticulously recording all sales activities, interactions, and results in the company\'s CRM system.
• Utilize strong analytical skills to forecast and manage territory performance, setting data-driven targets for continuous improvement.
• Regularly report key insights and performance metrics to the Manager, maintaining transparency and accountability through daily, weekly, and monthly updates.
• Maintain a strong knowledge of the company\'s evolving product and service offerings to communicate value effectively and stay competitive in the marketplace.