Customer Success Manager, Small Group

🕒 July 2

🇺🇸 United States – Remote

💵 $80k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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Elation Health

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2010

🏥 Healthcare

⚕️ Healthcare Insurance

Healthcare • Healthcare Insurance • Software as a Service (SaaS)

Elation Health is a company that provides a clinical-first electronic health record (EHR) platform designed for primary care practices. Their platform, which includes AI-powered features like Note Assist, aims to enhance patient care by streamlining clinical workflows and improving efficiency. Elation Health serves small to medium-sized practices, direct care providers, and enterprises, offering services such as medical billing software, telehealth, and patient engagement tools. With a focus on better patient-provider relationships and exceptional care, Elation Health supports over 32,000 clinicians in advancing their medical practices.

📋 Description

• Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach. • Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth. • Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team. • Identify upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging. • Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value. • Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency. • Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.

🎯 Requirements

• 2+ years of experience in CS or customer-facing growth roles in healthcare SaaS or RCM platforms. • Interest in healthcare SaaS, digital health, or health operations. • Passionate about helping others to achieve their goals. • Exposure to healthcare workflows or patient/provider engagement is a plus. • Comfortable promoting new features, upgrades, or adoption messages via campaigns or digital nudges. • Comfortable with selling, renewals, and identifying whitespace.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development