Customer Success Manager

Job not on LinkedIn

🕒 October 21

🇺🇸 United States – Remote

💵 $50k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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Optivate

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

☁️ SaaS

⚕️ Healthcare Insurance

Healthcare • SaaS • Healthcare Insurance

Optivate is a company that builds a unified ophthalmology software platform. Their suite includes an electronic health record (EHR) tailored for ophthalmology, AI tools for ophthalmology (documentation assistance), image management for diagnostic imaging, practice management (scheduling, billing, operations), patient engagement (automated communication and digital intake), revenue cycle management (billing and collections support), and optical inventory and POS integration. They target ophthalmology practices and providers, emphasizing faster clinical workflows, reduced administrative burden, operational control, and improved patient outcomes. They have industry recognition (ranked #1 in 2024 KLAS Ophthalmology Report) and provide case studies from various eye practices. Address in Bonita Springs, FL. The company focuses on integrating clinical, imaging, billing, and operational features specifically for eye care.

📋 Description

• Serve as the primary relationship owner for a portfolio of customers after go live • Drive product adoption through ongoing training, guidance, and success check-ins • Monitor account health, usage patterns, and customer sentiment, acting early on risks or barriers • Create and maintain customer success plans focused on measurable outcomes and value realization • Partner with onboarding, support, training, product, and revenue teams to ensure a seamless customer experience • Support renewal readiness by documenting outcomes and ensuring customers see clear value • Identify expansion opportunities and collaborate with sales on upsell and growth initiatives • Capture customer feedback and deliver insights to product operations • Maintain accurate documentation of activities, risks, and progress in CRM

🎯 Requirements

• 2+ years of experience in customer success, account management, implementation, or client-facing roles within SaaS or healthcare technology • Proven ability to manage a portfolio of customers while driving adoption, satisfaction, and measurable outcomes • Strong consultative communication skills with the ability to engage both clinical and business stakeholders • Tech-savvy with the ability to quickly learn and explain software solutions • Highly organized with strong time management, prioritization, and follow through • Comfortable operating in a fast moving environment with evolving processes and cross functional dependencies • Experience using CRM systems such as HubSpot or Salesforce • Bachelor’s degree in business, healthcare administration, or equivalent professional experience

🏖️ Benefits

• Competitive base salary plus performance-based bonus • Remote work model with flexibility and work-life balance • Comprehensive benefits including medical, dental, vision, and 401(k) • Generous paid time off and holiday schedule • Opportunity to grow within a mission-driven and innovative healthcare tech company

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