Customer Success Manager

Compliancy Group

Customer Success Manager focused on account retention and engagement for compliance software solutions in healthcare. Collaborating across teams to drive customer satisfaction and success.

Posted 6/1/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $82,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

2+ years of experience in Customer Success, Account Management, Client Services, or a related role.
Strong organizational skills to manage a high volume of accounts with consistent, repeatable outreach.
Excellent communication, problem-solving, and relationship-building skills, with a customer-first mindset.
Goal-oriented, especially when it comes to achieving retention and satisfaction targets.
Comfortable collaborating across teams, including Finance, Product, and Support.
Experience in SaaS or subscription-based business models preferred.
Bachelor’s degree or equivalent professional experience is a plus.

Benefits

Comp & perks

Health insurance
401K with company match
Generous PTO
Extensive training and professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Customer SuccessAccount ManagementClient ServicesSaaSsubscription-based business models

Soft Skills

organizational skillscommunication skillsproblem-solving skillsrelationship-building skillscustomer-first mindsetgoal-orientedcollaboration

Certifications

Bachelor’s degree