Customer Success Manager

🕒 May 30

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OpenLoop

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2020

☁️ SaaS

🤝 B2B

🏢 Enterprise

💰 $15M Series A - OpenLoop Health on 2023-03

SaaS • B2B • Enterprise

OpenLoop is a white-label telehealth platform and managed services provider that helps organizations launch and scale virtual care programs. It combines SaaS-based, brandable technology (scheduling, booking, payments, EHR/API integrations) with clinical staffing, credentialing, payer coverage and RCM, regulatory/legal support, and 24/7 patient support. OpenLoop serves health plans, hospitals and health systems, retailers, employers and digital health companies with AI-powered operations, a nationwide clinician network and broad insurance coverage including Medicare and Medicaid.

📋 Description

• Support assigned clients as a day-to-day point of contact, ensuring timely responses and a positive client experience. • Execute onboarding and implementation workflows in partnership with internal teams, following established processes and timelines. • Deliver standardized training and education sessions to clients using existing materials and playbooks. • Assist in monitoring client activity and engagement, escalating risks or concerns to leadership when needed. • Follow defined processes to troubleshoot client issues, partnering with internal teams for resolution. • Maintain accurate records of client interactions, updates, and activities in CRM and internal systems. • Support ongoing client communications, including check-ins, updates, and follow-ups based on team guidance. • Develop working knowledge of OpenLoop’s programs, products, and services to effectively support client needs. • Collaborate with cross-functional teams to ensure smooth execution of client workflows. • Surface client feedback and recurring issues to Customer Success leadership for continuous improvement. • Contribute to team initiatives and complete assigned tasks to support overall Customer Success objectives. • Other duties as assigned.

🎯 Requirements

• Bachelor’s degree in Business, Communications, or a related field (or equivalent experience). • 1–3 years of experience in customer success, account management, onboarding, or a related client-facing role. • Strong communication skills with the ability to clearly explain information and follow structured processes. • Detail-oriented and organized, with the ability to manage multiple tasks with guidance. • Comfortable working within defined workflows and using established tools and systems. • Problem-solving mindset with the ability to escalate issues appropriately when needed. • Experience with CRM systems or customer success tools is a plus. • Eager to learn, coachable, and able to adapt in a fast-paced environment.

🏖️ Benefits

• Medical, Dental, and Vision plans • Flexible Spending/Health Savings Accounts • Flexible PTO • 401(k) + Company Match • Life Insurance, Pet insurance, and more