Customer Success Manager, Small Group
Job Overview
Purpose: To engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.
Responsibilities: Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
Job Description
Data-Driven Insights: Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.
Book of Business: 300 - 500 customers, $4M - $6M ARR Requirements: 2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms. Interest in healthcare SaaS, digital health, or health operations.
Passionate about helping others to achieve their goals. Strong communication (written + verbal). Adaptability, coachability, and customer empathy. Experience or interest in CRM tools (e. g. , Salesforce, HubSpot), campaign platforms, or digital tools.
Key Responsibilities
- Responsibilities: Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
- Proactive Risk & Opportunity Management: Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth.
- Inquiry Management: Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team.
- Growth Pipeline Management: Identify and execute upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging.
- Renewal Management: Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value.
- Technology & Tool Proficiency: Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency.
- We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.
Required Skills and Qualifications
- Book of Business: 300 - 500 customers, $4M - $6M ARR Requirements: 2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms.
- Experience or interest in CRM tools (e.g., Salesforce, HubSpot), campaign platforms, or digital tools.
- Nice to Have: Exposure to healthcare workflows or patient/provider engagement is a plus, as well as EHR experience.
USA Jobs Today role summary
Role Summary
Customer Success Manager, Small Group at Elation Health is a remote United States position and is listed as Full Time.
Responsibilities: Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
Review the employer's original description and official application page before applying; USA Jobs Today organizes source-supported details for readability without changing stated requirements.
Application Checklist
- Review the stated qualifications, including: Book of Business: 300 - 500 customers, $4M - $6M ARR Requirements: 2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms. Experience or interest in CRM tools (e.g., Salesforce, HubSpot), campaign platforms, or digital tools.
- Confirm that the official application page still lists the role as open.
- Verify the work location and any United States eligibility or work-authorization requirements.
- Tailor your resume to the responsibilities and qualifications stated by Elation Health.
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Work Location and Schedule
This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.
About the Company
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