Proactively identify opportunities to expand OpenLoop’s footprint within your book of business.
Partner with clients to define "success" and track KPIs to ensure they realize maximum value.
Monitor account health signals and engagement data to mitigate churn risks.
Act as the primary point of contact for executive stakeholders.
Navigate complex system integrations for seamless data exchange.
Collaborate with Sales and Leadership to manage renewals and upsells.
Synthesize client feedback into actionable insights for the Product team.
Lead clients through the onboarding transition ensuring immediate adoption of key features.
Conduct regular Business Reviews to analyze program performance and plan for future scaling.

Bachelor’s degree in Business, Healthcare Administration, or a related field.
5+ years of experience in Customer Success or Account Management (B2B SaaS preferred).
Strong mental model of how complex system integrations and APIs work.
Comfortable discussing contracts, identifying upsell triggers, and negotiating renewals.
Ability to build rapport with both technical users and C-suite executives.
Use data to spot trends and offer proactive solutions.
Familiarity with healthcare delivery or clinical operations (Bonus).

Enterprise Customer Success Manager

Key skills