Build, scale, and lead the Customer Success organization, including Customer Success Managers, Implementation Specialists, and Support staff
Set a clear vision, define roles and career paths, and foster a culture of accountability, collaboration, and excellence
Establish consistent processes and methodologies for onboarding, training, success planning, and client engagement
Serve as an executive sponsor for strategic accounts, ensuring alignment between customer objectives and Steer Health’s solutions
Design and execute data-driven strategies to deepen product adoption across Steer Health’s suite of solutions
Develop playbooks and success frameworks to identify cross-sell and upsell opportunities; partner with Sales to drive account expansion and maximize NRR
Collaborate with Product and Marketing to capture customer feedback, identify feature gaps, and co-create adoption campaigns
Implement lifecycle strategies to reduce churn risk and extend customer lifetime value (CLV)
Lead customer journey mapping to ensure a consistent and seamless experience from onboarding through renewal
Build strong relationships with executives and decision-makers, positioning Steer Health as a trusted advisor
Monitor customer health scores, usage patterns, and engagement data; proactively address risks with targeted interventions
Drive customer advocacy by fostering referenceable clients, case studies, and participation in community forums or events
Ensure high renewal rates through structured QBRs, success reviews, and proactive engagement strategies
Define and manage KPIs for Customer Success, including adoption metrics, retention rates, NRR, CSAT, and time-to-value
Oversee the implementation of systems, tools, and automation (e.g., CRM, CS platforms) to support scale and efficiency
Analyze customer trends, churn drivers, and expansion opportunities; use insights to refine strategy and execution
Partner with Finance and Operations to forecast renewals, expansions, and churn with accuracy
Continuously refine processes to increase efficiency, scalability, and the impact of the CS team
Requirements
At least 5+ years of experience in a customer success leadership or management role, with a proven track record of managing and growing a team of CSMs
Strong experience in the healthcare or health-tech industry, with a deep understanding of the unique challenges and opportunities in the space
Demonstrated experience working in a fast-paced, early-stage startup environment; comfortable building processes from scratch and thriving in ambiguity
Exceptional communication, leadership, and analytical skills
Proven ability to influence stakeholders and drive results