Customer Success Manager – Growth Portfolio

Verato

. Own a named portfolio of accounts and maintain current situational awareness for every account .

Posted 9/15/2026full-timeRemote • United StatesJunior💰 $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success Management within B2B Healthcare SaaS, focusing on customer engagement, adoption, risk management, and renewal processes. Proficient in utilizing CRM platforms to manage account health and drive customer value realization.

Highest-signal resume keywords

Customer Success ManagementB2B Healthcare SaaS ExperienceSalesforce ProficiencyCustomer EngagementRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EngagementValue RealizationRisk ManagementRenewal PreparationAccount Health ManagementData QualityInteroperabilityEHR/EMR Systems KnowledgeAnalytics PlatformsMaster Data Management

Soft Skills

Excellent Communication SkillsEmpathyProblem-SolvingOrganizationCuriosity

Tools & Technologies

SalesforceGainsightCRM PlatformsIntegration EnginesPopulation Health Solutions

Industry Keywords

Healthcare TechnologyRegulated Data EnvironmentCustomer SuccessSubscription RenewalsCustomer Portfolio Management

About the role

Key responsibilities & impact

Own a named portfolio of accounts and maintain current situational awareness for every account
Build trusted relationships with customer sponsors, administrators, users, and operational stakeholders
Lead regular customer check-ins connecting solution usage and adoption to customer use cases, desired outcomes, risks, and next steps
Create success objectives and recommend practical actions to help customers realize value from Verato solutions
Identify customer health risks, document goals and objectives, coordinate internal owners, and escalate material issues early
Coordinate with Support, Professional Services, Product, Sales, Finance, and other teams while remaining accountable for customer communication and follow-through
Build renewal readiness throughout the contract term and understand customer value, stakeholders, decision process, risks, and timing
Own renewals within approved commercial guardrails and partner with commercial owners as needed
Identify qualified cross-sell and expansion opportunities based on customer needs, use cases, and desired outcomes
Connect customers to product education, office hours, events, and subject-matter experts
Maintain accurate CSM platform and CRM records for account health, risks, use cases, outcomes, stakeholder coverage, adoption, renewal forecast, growth signals, and next actions
Share customer feedback and portfolio trends to improve the customer experience, product, and Customer Success program

Requirements

What you’ll need

Bachelor's degree in business, information systems, technology, healthcare, or a related field, or equivalent practical experience as assessed by the hiring manager
At least one to two years of current, hands-on Customer Success Manager experience in B2B Healthcare focused SaaS, including direct ownership of an assigned customer portfolio
Demonstrated experience across the post-sale lifecycle, including customer engagement, adoption, value realization, risk management, retention, and renewal preparation
Experience leading customer meetings and communicating clearly with operational and departmental stakeholders
Experience supporting or owning straightforward subscription renewals and maintaining accurate renewal status and forecasts
Ability to learn technical products, understand customer workflows and use cases, and translate product capabilities into practical business recommendations
Strong problem-solving, organization, prioritization, and follow-through across multiple customers and deadlines
Excellent written and verbal communication skills, empathy, good judgment, curiosity, and a customer-obsessed mindset
Experience using Salesforce, Gainsight, or a comparable CRM/customer success platform to manage account health, risk, renewals, and next steps
Ability to work effectively across Support, Product, Professional Services, Sales, Finance, and other teams without losing ownership of the customer outcome
Experience in healthcare technology or another regulated data environment preferred
Knowledge of healthcare applications such as EHR/EMR systems, integration engines, analytics platforms, or population health solutions preferred
Exposure to Master Data Management, Enterprise Master Patient Index, identity resolution, data quality, or interoperability preferred
Experience delivering personalized engagement across a scaled or lower-ARR customer portfolio preferred
Up to 10% travel may be required for customer meetings, company events, or conferences

Benefits

Comp & perks

Opportunities to expand knowledge in technology, healthcare, and organizational development
Best tools and development opportunities
Customer advocacy opportunities, including referenceable customer nominations