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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing B2B healthcare customer relationships, focusing on retention, upselling, and process improvement. Proficient in analyzing customer data to drive engagement and enhance customer experiences.
Highest-signal resume keywords
Account ManagementCustomer SuccessCustomer Retention StrategiesAnalytical SkillsCRM Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementCustomer SuccessCustomer RetentionData AnalysisProcess Improvement
Soft Skills
Communication SkillsRelationship BuildingProblem SolvingAdaptabilityOwnership
Tools & Technologies
CRM SystemsHubSpotGongSlackGoogle Workspace
Industry Keywords
B2B SaaSHealthcare ProvidersMedical PracticesHealthcare TechnologySMB Accounts
About the role
Key responsibilities & impact- Manage relationships across a large portfolio of SMB healthcare customers, prioritizing engagement based on customer needs, account health, and growth opportunities
- Identify at-risk accounts, address customer concerns, and implement retention strategies
- Analyze product usage, customer needs, and account potential to uncover and close upsell and cross-sell opportunities
- Support successful onboarding, training, and continued product utilization
- Develop scalable account management processes and streamline workflows
- Use CRM systems, customer health indicators, and usage insights to identify trends and prioritize efforts
- Collaborate with Customer Success, Sales, Product, and Support teams to resolve challenges and improve customer experience
- Take ownership of customer outcomes and solve problems independently
- Manage, retain, and expand a portfolio of B2B healthcare customers, primarily small medical practices and micro-clinics with 2–5 providers
Requirements
What you’ll need- 5–8 years of relevant experience in account management, customer success, or a related customer-facing role, preferably within B2B SaaS
- Demonstrated success managing a high-volume portfolio of SMB or small-to-medium business accounts
- Proven track record of improving customer retention, driving renewals, and identifying expansion opportunities
- Experience developing or improving scalable account management processes and customer engagement strategies
- Strong analytical skills and ability to interpret customer data, prioritize accounts, and identify actionable opportunities
- Excellent communication and relationship-building skills, including navigating challenging customer conversations
- Ability to operate independently in a fast-paced, entrepreneurial environment with evolving processes
- Strong ownership, accountability, adaptability, and commitment to exceptional customer experiences
- Experience at an early-stage or high-growth technology company is a nice-to-have
- Experience with healthcare providers, medical practices, or healthcare technology products is a nice-to-have
- Familiarity with AI-powered tools and products is a nice-to-have
- Experience with CRM and productivity platforms such as HubSpot, Gong, Slack, Google Workspace, or similar tools is a nice-to-have
- Experience working effectively with distributed teams in collaborative, asynchronous environments is a nice-to-have
Benefits
Comp & perks- Competitive compensation and equity in a high-growth company
- Medical, dental, and vision benefits for eligible U.S.-based employees
- Unlimited PTO
- A 401(k) plan
- Collaborative, ambitious team committed to making healthcare better
- Opportunity to make an immediate impact on a rapidly growing product that improves clinicians’ lives