Customer Success Specialist

Exa Capital

. Develop strong relationships with users, managers, and executives of customers .

Posted 9/18/2026full-timeRemote • Connecticut • United StatesMid-LevelSenior💰 $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, implementation planning, and user training for PrecisionCare software. Proficient in analyzing customer needs and enhancing software usage while ensuring customer satisfaction and retention.

Highest-signal resume keywords

Customer Success Specialist ExperienceElectronic Health Record Application ProficiencyImplementation PlanningCustomer Relationship ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Retention StrategiesCustomer Health Checks AnalysisSoftware Usage AnalysisUser TrainingProject Management

Soft Skills

Organizational SkillsTime-Management SkillsSelf-MotivatedResourcefulTeam Collaboration

Tools & Technologies

PrecisionCare SoftwareElectronic Health Record Systems

Industry Keywords

Human ServicesCustomer SatisfactionCustomer SupportSoftware DevelopmentRegulatory Requirements

About the role

Key responsibilities & impact

Develop strong relationships with users, managers, and executives of customers
Understand customer goals, expectations, and reasons for using PrecisionCare software
Communicate and demonstrate the value of PrecisionCare software
Manage tailored customer retention strategies and ensure customer satisfaction
Serve as liaison and point of contact between PrecisionCare and its customers
Help users use PrecisionCare software effectively and efficiently
Expand and increase customer software usage
Create and customize implementation plans
Travel to customer locations and participate in trade shows, conferences, sales, and networking opportunities
Execute implementation plans
Maintain and analyze customer health checks
Provide user training opportunities
Analyze customer needs and evolve software usage accordingly
Coordinate between Customer Support and Software Development teams
Test and understand new features and functions
Notify and train customers on pending updates and changes
Conduct regular customer reviews and analyze usage statistics
Contribute to software design and development based on user needs and regulatory requirements
Serve as an escalation point for customer inquiries and concerns
Educate customers on new features, updates, and best practices
Manage customer projects, timelines, and deliverables
Advocate for customers and communicate their needs internally
Collaborate with sales and marketing to identify professional services opportunities
Identify features and add-on services to increase customer billing
Perform other duties assigned by supervisors

Requirements

What you’ll need

3+ years of experience in the human services or related field
1+ years of experience as a Customer Success Specialist or related field
1+ years of experience using an Electronic Health Record application or similar system
Bachelor’s degree in the human services or a related field
Excellent organizational and time-management skills with high attention to detail
Strong written and verbal communication skills
Self-motivated, resourceful, and able to work independently and as a team
Ability to multitask between various Account Manager tasks and duties
Must be able to prioritize and manage multiple tasks and deadlines
Must have a dedicated work area that provides information privacy
Assigned territory: CT, MA, NJ, NY, PA
Travel required as needed

Benefits

Comp & perks

Fully remote work arrangement
Occasional travel requirements as needed and determined by customer and/or market necessity