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Strategic Customer Success Manager
EverCommerce. Manage a portfolio of 10–20 enterprise healthcare accounts as the primary strategic advisor for executive stakeholders .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing enterprise healthcare accounts, developing customer success plans, and driving platform adoption through strategic advisory roles. Proven ability to analyze customer data, advocate for customer needs, and collaborate cross-functionally to enhance product offerings and achieve measurable business outcomes.
Highest-signal resume keywords
Customer Success ManagementSaaS ExperienceExecutive Stakeholder EngagementData-Driven StrategyCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Success PlansRenewals ManagementCross-Sell StrategiesUsage Data AnalysisKPI TrackingChange ManagementPlaybook CreationBehavioral Health KnowledgeProactive Customer Success ModelsROI Demonstration
Soft Skills
Consultative SkillsOrganizational Change NavigationMentoringRelationship BuildingExecutive Presence
Certifications & Qualifications
Bachelor’s Degree Preferred
Industry Keywords
HealthcareEnterprise AccountsCustomer AdvocacyProduct Roadmap InfluenceCustomer Feedback
About the role
Key responsibilities & impact- Manage a portfolio of 10–20 enterprise healthcare accounts as the primary strategic advisor for executive stakeholders
- Develop and execute customer success plans to increase platform adoption, optimize workflows, and achieve measurable business outcomes
- Build and maintain relationships with executive sponsors and clinical, operational, and technical stakeholders
- Conduct Executive Business Reviews and Quarterly Business Reviews to demonstrate ROI, track success metrics, and align strategic priorities
- Monitor account health, product adoption, support trends, and customer feedback to identify risks and improve retention
- Identify expansion opportunities and collaborate with Sales on cross-sell and upsell strategies
- Advocate for customer needs, feature enhancements, and roadmap priorities with Product, Engineering, and Leadership
- Guide customers through product updates, feature releases, and change management initiatives
- Coordinate with Implementation, Support, Product, and Sales across the customer lifecycle
- Own executive escalations and coordinate cross-functional resolution plans
- Analyze customer data and success metrics to identify trends, demonstrate value realization, and recommend best practices
- Maintain deep expertise in EverHealth products
Requirements
What you’ll need- Bachelor’s Degree preferred
- 7+ years in Customer Success, ideally in SaaS or HR tech
- Proven success with renewals, cross-sell, and expansion strategies
- Experience building and executing customer success plans aligned to business goals
- Skilled in using and creating playbooks to drive scalable success motions
- Strong discovery and consultative skills — able to uncover customer needs and align solutions to long-term vision
- Comfortable navigating organizational change and helping others adapt to new ways of working
- Experience transitioning from reactive to proactive CS models
- Executive presence and ability to engage with VP/C-suite stakeholders
- Data-driven mindset — uses customer health scores, usage data, and KPIs to inform strategy
- Background in behavioral health or healthcare is a strong plus
- Experience with customer advocacy and influencing product roadmap through feedback
- Strong cross-functional collaboration with Sales, Product, and Support
- Natural mentor or coach — able to elevate team thinking and share best practices
- Must be eligible to work without sponsorship
Benefits
Comp & perks- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program