Customer Success Manager

🕒 June 1

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Compliancy Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2005

⚕️ Healthcare Insurance

☁️ SaaS

📋 Compliance

Healthcare Insurance • SaaS • Compliance

Compliancy Group is a leading provider of healthcare compliance management software that simplifies the complexities of maintaining compliance with regulations such as HIPAA, OSHA, and SOC 2. Their platform offers a variety of features including policy management with over 100 templates, compliance training, risk assessments, incident reporting, and vendor management, all designed to streamline and enhance compliance efforts for healthcare organizations. Compliancy Group aims to help healthcare providers build effective compliance programs while managing risk and protecting sensitive information efficiently.

📋 Description

• Serve as the primary point of contact for a pooled portfolio of core (mid-sized spend; non-strategic) accounts, focusing exclusively on retention, adoption, and satisfaction. • Drive customer engagement through proactive, repeatable touchpoints that maximize platform usage and value realization. • Partner with sales to drive account expansion; while the CSM is not responsible for growth, there are financial incentives in place to identify potential growth opportunities. • Implement structured processes to maintain consistent communication and engagement across the pooled account portfolio. • Partner closely with Finance to resolve payment disputes, escalations, and account issues. • Monitor account health and identify opportunities to improve customer engagement and retention. • Direct customers to the platform for commercial transactions or negotiations, without involvement in sales activities. • Collaborate with Support and Product teams to advocate for customer needs and improve processes. • Act as a true customer champion - focused entirely on helping customers succeed.

🎯 Requirements

• 2+ years of experience in Customer Success, Account Management, Client Services, or a related role. • Strong organizational skills to manage a high volume of accounts with consistent, repeatable outreach. • Excellent communication, problem-solving, and relationship-building skills, with a customer-first mindset. • Goal-oriented, especially when it comes to achieving retention and satisfaction targets. • Comfortable collaborating across teams, including Finance, Product, and Support. • Experience in SaaS or subscription-based business models preferred. • Bachelor’s degree or equivalent professional experience is a plus.

🏖️ Benefits

• Health insurance • 401K with company match • Generous PTO • Extensive training and professional development