Customer Success Liaison

Role Overview

• Build strong relationships in partnered clinics, supporting physicians, clinical staff, and helping patients enroll in and navigate our services.
• Troubleshoot in real time, meet enrollment goals, and track key metrics to drive program success.
• Educate patients and clinic teams about the benefits of RPM and CCM, helping them understand how these services improve long-term health outcomes.
• Collaborate with care teams to implement effective, patient-first processes.
• Ensure smooth patient onboarding, support engagement, and retention overtime.
• Maintain compliance with company policies and applicable regulations
• Perform other duties as assigned

Requirements

• 5-10 years of experience in customer success, account management, or client services.
• A strong track record of engaging clients or patients and achieving goals in a fast-paced, people-first environment.
• Excellent communication and organization skills with the ability to educate, inspire, and build trust with patients.
• Familiarity with HubSpot, EHR/EMR systems, or customer service platforms.
• Healthcare experience is strongly preferred.
• Fluent in English required, Spanish and/or Vietnamese preferred.

Benefits

• 11 Paid Company Holidays annually
• Paid Time Off (PTO)
• Medical, Dental, Vision, and supplemental insurance options
• 401(k) Plan with 3.5% Company Match
• Company-provided equipment