Customer Success Specialist

ModMed

Customer Success Specialist managing client relationships and escalations through Salesforce for ModMed's healthcare solutions. Advocating for customer needs and collaborating cross-departmentally to ensure success.

Posted 7/31/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer advocacy and consultative skills, effectively managing client needs and escalations while maintaining clear communication. Proficient in Salesforce and capable of identifying upsell opportunities to enhance client success and operational efficiency.

Highest-signal resume keywords

Customer Success ManagementSalesforce ProficiencyConflict ResolutionCommunication SkillsProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal SkillsDetail-OrientedOrganizational SkillsEmpathetic CommunicationInitiative

Tools & Technologies

SalesforceGainsight

Industry Keywords

Client Industry KnowledgeConsultative ApproachUpsell OpportunitiesCustomer EscalationHealthcare Information

About the role

Key responsibilities & impact

Acts as the post-sale consultative partner and trusted advisor to our clients
Manages/owns customer needs that come through the Account Management escalation queue in Salesforce
Maintain an understanding of client industry, MMI suite of products, and role in the market
Work collaboratively with other teams and departments across the organization to improve processes and mitigate customer risk
Identify and facilitate upsell opportunities with customers as appropriate
Serve as escalation point for issues that impact the customer’s success
Advocate customer needs/issues cross departmentally
Maintain regular communication (written and verbal) with customer escalations that you are owning
Monitor and record all client communication in Salesforce
Suggest practical services offered by MMI to create a more efficient and autonomous office flow
Potential of owning your own small book of business

Requirements

What you’ll need

Bachelor's Degree - preferred
1-2 years of relevant experience or equivalent combination of experience and education
Excellent communication and interpersonal skills, with the ability to navigate and mediate conflict
Detailed-oriented and organized
Ability to work independently as well as part of the customer success team
Professional, patient and balanced approach to handling tasks of varying priority and stress levels
Conflict resolution and problem solving skills
Ability to take initiative with little direction
Empathetic communicator with a consultative approach - able to see things from another person’s point of view
Working knowledge of Salesforce and Gainsight is a plus
Ability to multi-task and shift focus/priorities on-the-fly in a fast paced environment
People skills - you must be comfortable on the phone and able to engage in/control difficult discussions while maintaining professional composure
Motivated - we are a growing and ever-changing organization that is transforming how healthcare information is created, consumed and utilized to increase practice efficiency and improve patient outcomes.

Benefits

Comp & perks

Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution
401(k): ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.
Generous Paid Time Off and Paid Parental Leave programs
Company paid Life and Disability benefits
Flexible Spending Account
Employee Assistance Programs
Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed
Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning
Global presence and in-person collaboration opportunities; dog-friendly HQ (US)
Hybrid office-based roles and remote availability for some roles
Weekly catered breakfast and lunch
Treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.