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Enterprise Customer Success Specialist
Parachute HealthSupporting an Enterprise Customer Success team by coordinating account activities and documentation for a healthcare SaaS company. Ensuring high-stakes accounts are polished and managed effectively.
About the role
Key responsibilities & impact- Own the preparation process for quarterly EBRs across the Enterprise CS portfolio — pulling usage data, assembling slide templates, and ensuring CSMs have everything they need to walk in ready.
- Coordinate logistics for EBRs: scheduling across complex stakeholder calendars, managing virtual meeting setup, and sending pre-read materials.
- Draft and refine EBR decks in collaboration with the CSM, incorporating product adoption data, customer milestones, and forward-looking recommendations.
- Capture action items and decisions from EBRs and ensure they are documented, assigned, and followed up on.
- Draft follow-up emails, meeting recaps, and stakeholder updates on behalf of Enterprise CSMs after key customer interactions.
- Track open commitments across the portfolio — items the CSM or internal teams have promised to customers — and flag anything at risk of slipping.
- Help maintain stakeholder maps and contact records for enterprise accounts, ensuring CRM data reflects current organizational structures.
- Support CSMs in preparing for renewal conversations and account check-ins by summarizing recent account activity, open issues, and relevant product updates.
- Coordinate cross-functional requests on behalf of customers — routing escalations to Support, following up with Implementation on open items, and keeping CSMs informed.
- Maintain accurate and up-to-date account records in HubSpot, including notes from customer interactions, health score updates, and task tracking.
- Monitor basic health signals across the portfolio and flag anomalies or inactivity to the CSM proactively.
- Help build and maintain account-specific resources — onboarding summaries, success plan trackers, and renewal timelines.
- Compile account histories and briefing documents when new stakeholders are introduced or accounts undergo transitions.
- Support the broader CS team with process improvements — identifying repetitive tasks that could be templatized or streamlined.
- Contribute to the development and maintenance of EBR templates, account plan frameworks, and follow-up playbooks.
- Help onboard new Enterprise CSMs by maintaining documentation and orientation materials.
- Assist with customer advocacy coordination — tracking reference requests, case study status, and customer event participation.
Requirements
What you’ll need- 1–3 years of experience in a customer-facing, account support, or coordination role — at a SaaS company or in a healthcare operations environment.
- Exceptional organizational skills and the ability to manage multiple workstreams across several senior team members simultaneously.
- Strong written communication — you can draft a crisp, professional customer email or executive recap without a lot of back-and-forth.
- Close attention to detail, especially when preparing customer-facing materials like slide decks or meeting summaries.
- Comfortable working with ambiguity and shifting priorities in a fast-paced, remote environment.
- Proactive by nature — you notice what needs to happen before being asked.
- Proficiency with standard business tools: slide software (PowerPoint or Google Slides), CRM basics (HubSpot a plus), and video conferencing.
- Bachelor's degree in Business, Communications, Healthcare Administration, or a related field — or equivalent experience.
Benefits
Comp & perks- Medical, Dental, and Vision Coverage: Comprehensive plans with options for low-to-no-cost premiums
- Employer HSA Contribution: Company-funded contributions to your Health Savings Account
- 401(k) Retirement Plan
- Equity Incentive Plan
- Annual Company-Wide Bonus: Opportunity for up to 15% bonus based on company performance
- Remote-First Culture: We are remote-first with a dedicated NYC office and reimbursement options for co-working spaces
- Flexible Vacation Policy
- Summer Fridays: 5 additional Fridays off during the summer (separate from PTO)
- Home Office and Wellness Stipend
- Monthly Internet Stipend
- Annual Learning and Development Stipend
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Account ManagementData AnalysisSlide Deck PreparationMeeting CoordinationTask Tracking
Soft Skills
Attention to DetailProactive Problem SolvingAdaptabilityCollaboration