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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 and Account Management within a B2B SaaS environment, focusing on client engagement, retention, and driving product adoption. Proficient in utilizing CRM tools like Salesforce to manage relationships and track account health.
Highest-signal resume keywords
Customer Success ManagementB2B SaaS ExperienceHealthcare Operations KnowledgeSalesforce ProficiencyExceptional Communication Skills
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 ManagementAccount ManagementROI TrackingWorkflow ImprovementProduct Adoption StrategiesData TrackingKPI ManagementProblem-SolvingTraining FacilitationClient Relationship Management
Soft Skills
Proactive MindsetExceptional CommunicationRelationship BuildingFlexibilityTeam Collaboration
Tools & Technologies
SalesforceCRM ToolsWebinar PlatformsAccount Tracking SystemsEngagement Tracking Tools
Industry Keywords
B2B SaaSHealthcareClient EngagementAccount Health MonitoringCustomer Feedback
About the role
Key responsibilities & impact- Own customer outcomes by ensuring clients understand, adopt, and realize measurable value from openDoctor
- Define success criteria and track ROI, efficiency gains, and workflow improvements
- Identify adoption gaps and create action plans to improve product utilization
- Build trusted relationships with client stakeholders
- Serve as the primary point of contact and strategic advisor for assigned accounts
- Understand clients’ workflows, business goals, and challenges
- Drive product adoption through check-ins, training sessions, webinars, and business reviews
- Educate customers on new features and reinforce platform best practices
- Monitor account health and engagement to identify risks and opportunities
- Own retention by addressing issues before escalation
- Maintain account plans and engagement strategies
- Identify expanded use cases, additional locations, and deeper product adoption opportunities
- Partner with Sales on upsell and expansion opportunities
- Provide structured customer feedback to Product and influence roadmap priorities
- Partner with Implementation for smooth handoffs and post-go-live continuity
- Collaborate with Support, Product, and Sales to deliver a cohesive customer experience
- Maintain accurate account data, notes, and activity tracking
- Meet engagement, retention, and growth KPIs
- Build scalable customer success processes and playbooks
- Travel on-site to meet clients approximately 20% of the time
- Support evolving company initiatives and other duties assigned by management
Requirements
What you’ll need- 3-5 years of Customer Success, Account Management, or a client-facing consulting role
- Experience preferably within a B2B SaaS environment
- Experience working with healthcare customers or within healthcare operations strongly preferred
- Proven ability to manage relationships across a range of account sizes, including executive stakeholders
- Exceptional written and verbal communication skills
- Strong problem-solving abilities with a proactive, solutions-oriented mindset
- High level of comfort with technology and ability to quickly learn new systems and workflows
- Experience with CRM tools; Salesforce preferred
- Must be authorized to work in the United States without sponsorship
- Flexibility to work extended hours as needed
- Willingness to travel on-site to meet clients approximately 20% of the time
Benefits
Comp & perks- Competitive salary plus commissions/bonus
- 401(k) with company match up to 4%
- Medical, dental & vision plans for the employee through Cigna
- Employee covered plans available for dependents
- Long Term Disability and Life Insurance
- Home Internet & Wellness allowances
- 10 Holidays + 2 Holiday Eves
- 18 days PTO
- 18 days Sick Leave
- Additional day off for SurgiGive (volunteering)
- Birthday Celebration day off
- 3 Recharge days
- Remote-first work arrangement
- Flexible work opportunities
- Team meetups
- Volunteer opportunities