Customer Success Manager
NetDocuments
full-time
Posted on:
Location Type: Remote
Location: Utah • United States
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Salary
💰 $70,000 - $80,000 per year
About the role
- Serve as a primary point of contact for high value clients, addressing their unique inquiries, concerns, and requests in a proactive, timely and effective manner
- Collaborate with internal teams, including Support, Sales, and Product Development, to align solutions and enhance the overall customer experience
- Analyze and record customer data to identify trends, risks, and opportunities, providing insights to inform strategic, data driven decision-making
- Drive growth by mapping value to additional modules/solutions, identifying cross‑sell and upsell opportunities, and partnering with Renewals/Sales
- Capture the Voice of the Customer and collaborate with Product on prioritized feedback and roadmap insights
- Develop and improve playbooks along the customer journey to standardize excellence and scale outcomes
- Efficiently manage and respond to a high volume of client emails and calls, ensuring clarity, professionalism, and concise communication in a professional environment
Requirements
- eDOCS experience is required
- 5+ years in customer success, account management, or project management with a track record improving retention and driving growth
- Trusted advisor relationship skills—able to influence stakeholders from admins to executives
- Executive‑ready communication (written, verbal, and presentation) with strong meeting facilitation
- Data‑driven mindset; comfortable interpreting health metrics and translating insights into action
- Cross‑functional collaborator who thrives partnering with Support, Sales, Services, and Product
- Business acumen and problem‑solving orientation; you connect product capabilities to real business outcomes
- Bachelor’s degree in a business/related discipline or equivalent experience
Benefits
- 90% healthcare premiums company covered
- HSA company contribution
- 401K match at 4% with immediate vesting
- Flexible PTO (typically 3 to 4 weeks a year)
- 10 paid holidays
- Monthly contributions for life activities & wellness
- Access to LinkedIn learning with monthly dedicated time to explore
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
eDOCSdata analysiscustomer data recordingstrategic decision-makingplaybook developmentcustomer journey mappinghealth metrics interpretationbusiness outcomes connection
Soft Skills
trusted advisor relationshipinfluencing stakeholdersexecutive communicationmeeting facilitationdata-driven mindsetcross-functional collaborationbusiness acumenproblem-solving orientation
Certifications
Bachelor’s degree in business or related discipline