About this role

Supports Clients and Providers' needs while focusing on driving product and solutions usage.
Provides platform training, client support, and advisement.
Acts as a front-line technical support for client administrators.
Develops a broad understanding of client’s needs in order to meet expectations.
Owns the process for collecting data from partners for use across all teams.
Keeps clients informed of feature updates and process changes.
Manages process to confirm enrollments with partners.

1-3 years of demonstrated success as a Customer Success Manager, Account Manager, Client Services or sales representative.
Preferred: Direct Experience in support of a SaaS platform.
Experience with Salesforce, Excel, and other data analysis tools strongly preferred.
Experience working with technical teams on product development.
Bachelor’s degree required.
Must be able to travel up to 10% of time.
Must be able to lift 25 lbs.

Customer Success Manager

Key skills