The Senior Customer Success Specialist plays a high-impact role in managing strategy and product utilization across the CDSP product portfolio.
They serve as an advisor for our mid-size (major) accounts and are responsible for optimizing customer outcomes.
Ensure customer relationships are established and strengthened.
Drive product adoption and ensure utilization goals are achieved.
Work directly with Sales Major Account Managers to ensure customer needs are identified and satisfied.
Partner with Sales to build and maintain the health and well-being of assigned Major Accounts.

Bachelor’s degree required, Business Health Administration preferred.
3+ years of experience in Saas-based customer success, account management, or a related role.
Must have experience owning a book of business.
Healthcare background preferred, including knowledge of clinical decision support (CDS) products, knowledge of EHRs and workflows, and understanding of the healthcare industry.
Familiarity with customer success platforms and CRMs (Salesforce, etc).
Excellent project management skills.
Detail-oriented, self-motivated, and excellent multitasking skills.
Data-oriented, consultative approach to promote product utilization with customers.
Proven ability to quickly establish rapport with all level of personnel up to and including C-suite executives.

Senior Customer Success Specialist

Key skills