Key skills
SQLAIGenerative AIAnalyticsBusiness IntelligenceSaaSCRMCommunicationCustomer SuccessSales
About this role
Role Overview
What You’ll Do
- Build and maintain long-term relationships with key customer executives, product owners, and others, within a geographic territory
- Coordinate, develop, and deliver quarterly business reviews to customers to show progress, value, and growth potential
- Maintain a positive geographic territory net revenue retention
- Act as the SME on the PatientIQ platform and help our customers leverage our internally developed resources, best practices, and processes to achieve their goals
- Work cross-functionally with the implementations team, as well as product and engineering teams to continuously provide feedback on customer needs to inform the future product roadmap and development strategy
- Maintain and regularly update the PatientIQ product documentation and internal wikis
- Mentor Customer Success Analysts for your geography in order to support clients effectively
- Support PatientIQ sales operations and help identify areas where we can grow our offerings and solve new customer problems
- Support and facilitate customer renewals, amendments and new product opportunities in coordination with the sales team
Requirements
What You Bring
- Bachelor’s Degree or MBA in a related field
- 3+ years’ experience managing strategic customer accounts in a B2B SaaS environment
- Excellent organizational and communication skills and the ability to handle multiple projects simultaneously
- Prior experience in healthcare healthcare, health-tech, or experience working in the medical industry
- Ability to prioritize tasks, regularly communicate progress, and meet established deadlines
- Must have a solid technical aptitude for email, calendaring, and working with shared documents
- Collaborative mindset to effectively work across internal teams across PatientIQ
- Ability to travel at least 25% annually
- Proficient in all Microsoft Office Suite products (Word, Excel, Powerpoint)
Nice to Have
- Experience with a CRM and other tools for tracking customer communication, knowledge management and support tickets
- Experience leveraging AI-powered tools (e.g., generative AI, analytics, automation, or predictive insights) to improve customer engagement, reporting, workflow optimization, or decision-making
- Familiarity with AI-driven analytics, data visualization, or business intelligence tools used to surface insights from customer data
- Basic understanding of SQL and interacting with production software databases
Tech Stack
- SQL
Benefits
Why work here?
- Great Benefits
- top-notch health, dental, and vision insurance. Additional perks available, including 401K.
- We are Mission Driven
- our team is motivated to solve complex problems, drive medicine forward, and ultimately improve patient outcomes.
- True Idea Meritocracy
- great ideas win out. We encourage all team members to challenge the status quo because our mission demands this.
- **Flexible Time Off **
- we trust you to take the time you need when you feel it is appropriate, given your workload and responsibilities. No need to track it or save up.
- World-Class Team
- we’re at the top of our industry because of our employees. They’re the best investment we can make, and we never forget that.
- **Fast Growing **
- we are building the largest platform for healthcare providers, industry partners, researchers, and others to collaborate on the mission to improve patient outcomes.