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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success management, focusing on retention metrics, implementation processes, and team development. Proficient in building health scoring models and enhancing customer journeys within the healthcare or health-tech sectors.
Highest-signal resume keywords
Customer Success ManagementGross Retention ImprovementImplementation OversightPeople ManagementHealthcare Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Health Scoring DevelopmentCustomer Data AnalysisRetention Metrics ManagementOnboarding Process OptimizationExpansion Strategy Systematization
Soft Skills
Organizational Decision-MakingTeam DevelopmentCustomer Insight Integration
Tools & Technologies
CRM SystemsAI-Enabled ProductsSupport Tooling
Industry Keywords
HealthcareHealth-TechEHR IntegrationsHIPAA ComplianceSMB Scale Operations
About the role
Key responsibilities & impact- Own customer success, implementation, and support
- Carry gross and net retention as the primary metrics
- Diagnose churn by practice size, EHR, product line, onboarding cohort, and tenure
- Build health scoring and account coverage models
- Systematize expansion motions and partner with sales on expansion hand-offs
- Make implementation measurable and establish time-to-value targets by segment
- Connect onboarding quality to first-year retention
- Own support responsiveness and quality
- Build documentation, in-product guidance, and AI-assisted triage to scale support
- Define the customer journey from contract to renewal and assign ownership at each hand-off
- Bring customer insights into product on a predictable cadence
- Supply references and performance data for analyst relations and case studies
- Assess, develop, and structure the team for a doubling book of business
- Hire as the customer book grows
- Report to the CEO
Requirements
What you’ll need- 7+ years in customer success or customer operations
- 3+ years managing across more than one function
- Experience owning and improving a gross retention number
- Experience running or closely partnering with implementation
- Experience operating at SMB scale with hundreds of accounts and small ACVs
- Hands-on CRM and customer data experience
- Ability to build the first version of health scoring
- People management and organizational-structure decision-making experience
- Healthcare or health-tech experience strongly preferred, including practice workflows, EHR integrations, and HIPAA
- Experience with AI-enabled products and setting customer expectations around them nice to have
- Support tooling and deflection at scale nice to have
- Expansion quota or management experience nice to have
- HubSpot experience nice to have
- Must reside in the US or Canada; application asks about US work sponsorship
Benefits
Comp & perks- Health, dental, and vision
- Unlimited PTO
- Regular company offsites
- Equity
- Bonus
