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Customer Success Manager – EHR platform

June 25, 2025June 25, 2025

Customer Success Manager – EHR platform

CompanyQualifacts
LocationTampa, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Bachelor’s degree in related area preferred (experience in lieu of degree)
  • 2 years’ experience in customer-facing roles in health care or SaaS, with responsibilities in one or more of the following: account management, best-practice consultation, relationship building, training, project management, or communications; exposure to behavioral/mental health care strongly preferred
  • Experience driving customer value and company revenue via upsell/cross-sell and contract renewal efforts
  • Experience in the behavioral health industry, preferred
  • Experience working with CSM applications, preferred
  • Experience in enterprise electronic health record (EHR) application software design, development, support, training, implementation, and consulting, preferred
  • Demonstrated leadership abilities and achievement orientation
  • Highly self-motivated and directed
  • Superior attention to detail

Responsibilities

  • Own the health, satisfaction, and engagement of the assigned Customer accounts, utilizing and improving upon current methodology to deliver success aligned with program metrics
  • Ensure consistent data capture from Customers, collecting intelligence regarding the current marketplace, industry news, and compelling events taking place in assigned accounts; translate and communicate internally to company departments to help define priority of need, improve Customer experience and drive product improvements
  • Assess customer satisfaction and extract key business needs/issues to inform renewal and churn risk, drive billable services and third-party add-ons; identify resources and develop and execute plans to address gaps. Manage Customer escalations in detail, routing to the appropriate business area and ensuring adequate and documented follow up
  • Builds relationships with showcase customers to drive them to partner in training and marketing events, and reference programs; engage with key users to understand how they mesh the “best practice” with the system “feature/function”; collaborate with other departments to leverage that knowledge for the benefit of the entire Customer Community through our training, documentation, and marketing events
  • Support product adoption and upsell/cross-sell opportunities through strategic, value-driven business reviews with customers
  • Execute to successful completion of departmental KPI’s, metrics, etc.

Preferred Qualifications

  • Experience in the behavioral health industry, preferred
  • Experience working with CSM applications, preferred
  • Experience in enterprise electronic health record (EHR) application software design, development, support, training, implementation, and consulting, preferred
  • Group presentation skills, preferred


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyJuniorMid LevelQualifactsSales & Account Management

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