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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 within a SaaS Healthcare environment, focusing on team leadership, customer retention strategies, and data-driven decision-making. Proficient in analyzing customer data to enhance satisfaction and mitigate churn risks while collaborating cross-functionally to align strategies with business objectives.
Highest-signal resume keywords
Customer Success ManagementSaaS Healthcare ExperienceTeam LeadershipData AnalysisCustomer Retention Strategies
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 Best PracticesAnalytical SkillsPerformance FeedbackCapacity PlanningContract RenewalsUpsellingCustomer Life Cycle UnderstandingWorkflow DesignData ReportingCustomer Success Strategies
Soft Skills
Excellent CommunicationInterpersonal SkillsCoachingCollaborationPresentation Skills
Tools & Technologies
Customer Success PlatformsCRM SystemsGainsight
Certifications & Qualifications
Bachelor's Degree in Business AdministrationBachelor's Degree in Marketing
Industry Keywords
SaaSHealthcareCustomer AdvocacyRetentionGrowth
About the role
Key responsibilities & impact- Lead, mentor, and develop a small, diverse team of Customer Success Professionals
- Provide coaching, training, and performance feedback
- Continuously improve team operating processes
- Guide CSMs on complex contract renewals, expansions, and upsells
- Collaborate with Sales and other teams to drive retention and growth
- Develop and implement data-based customer success strategies
- Improve customer satisfaction, retention, and net revenue retention
- Analyze customer data and health trends to mitigate churn risks
- Identify product and service improvement opportunities
- Partner with Operations to design and test workflows for customer segments
- Present team performance and customer insights to Director-level leadership
- Create and improve customer success playbooks, best practices, and training materials
- Manage team resources, workload distribution, capacity planning, and utilization
- Report to the Senior Director of Customer Success
- Collaborate cross-functionally to align customer success strategies with business objectives
Requirements
What you’ll need- 5+ years of experience in Customer Success, specifically within a SaaS Healthcare environment
- Experience taking operational control of a rapidly evolving environment and tackling conceptual and strategic challenges
- Comfortability and familiarity working with enterprise-level accounts
- 2+ years of experience managing a team of Customer Success professionals in a SaaS environment
- Deep familiarity with SaaS and Healthcare environments
- Sharp analytical skills and experience with customer success best practices in the technology industry
- Experienced presentation skills, including data reporting internally and leading EBRs externally
- Ability to work effectively in a fast-paced, dynamic, and remote environment
- Proven track record driving customer retention, growth, and advocacy
- Strong understanding of the customer life cycle and customer success principles, methodologies, and best practices
- Strategic experience guiding teams and accounts simultaneously
- Excellent communication and interpersonal skills
- Proficiency using customer success platforms and CRM systems
- Experience with Gainsight would be great
- Bachelor's degree in Business Administration, Marketing, or a related field would be great
- Legally authorized to work in the US; sponsorship is unavailable
Benefits
Comp & perks- Health insurance with up to 100% of employee medical premium covered
- HSA, FSA, medical, dental, and vision coverage
- Dental and vision options with 100% of employee premium covered
- 20–30 days PTO annually for full-time US employees, based on tenure
- 14 paid holidays for US-based teams
- One floating holiday
- One paid birthday holiday during the birth month
- 16 hours Volunteer Time Off
- Additional leave options
- Compliance with more favorable state and local leave laws
- 401(k) with company matching
- Financial planning education and resources
- Lifestyle Spending Account for wellness, WFH equipment, gym memberships, meditation apps, and other eligible expenses
- 24/7/365 Employee Assistance Programs, including counseling, legal and financial services, and care referrals
- Carrot Fertility & Hormonal Support
- Beyond Med discounted elective-care plan
- Spot Pet Insurance
- 100% employee health insurance premium coverage for LATAM employees
- Propelus Flex Club flexible benefits platform for Costa Rica and Colombia employees
- National holidays for Colombia and Costa Rica employees
- Company-paid life insurance for Costa Rica and Colombia employees
- Remote-first, global and distributed company
- Sponsored trips for eligible 10- and 20-year work anniversaries
- Professional development allowance
