Client Success Manager

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PatientNow

WebsiteLinkedInAll Job Openings

201 - 500 employees

⚕️ Healthcare Insurance

☁️ SaaS

🧘 Wellness

Healthcare Insurance • SaaS • Wellness

PatientNow is a comprehensive software solution designed specifically for the aesthetics and wellness industry, including med spas, plastic surgery, dermatology, and weight loss practices. It offers an all-in-one platform that integrates electronic medical records (EMR), practice management, patient engagement tools, payments, and digital marketing services to streamline operations and enhance patient care. By utilizing AI and automated marketing strategies, PatientNow helps practices attract and retain patients while boosting efficiency and revenue. The platform also features tools for before and after photography, flexible financing options, and seamless integration with medical practice systems, making it a vital tool for modernizing and managing aesthetic practices effectively.

📋 Description

• Manage a high-volume portfolio of customers, delivering proactive guidance that drives adoption, retention, and customer satisfaction • Execute a scalable customer engagement strategy by leveraging automation, digital communication, and personalized outreach throughout the customer lifecycle • Build, maintain, and optimize automated playbooks within ChurnZero, including health score triggers, risk alerts, onboarding journeys, and renewal campaigns • Utilize AI tools such as ChatGPT, Microsoft Copilot, ProShort, or similar technologies to create personalized customer communications, educational content, and workflow efficiencies • Identify customer health trends using ChurnZero data, product usage metrics, and other leading indicators, proactively engaging customers at risk of churn • Drive product adoption and identify opportunities for upsell and cross-sell through consultative customer conversations and business reviews • Develop and deliver digital-first engagement programs, including webinars, video communications, scalable business reviews, and educational campaigns • Partner closely with Sales, Support, Product, and Customer Success leadership to improve customer experiences, refine processes, and share customer insights • Maintain accurate customer records and activity within ChurnZero and Salesforce to ensure visibility into customer health, engagement, and business outcomes • Stay current on PatientNow products, payment solutions, AI capabilities, and trends within the medical aesthetics industry to provide strategic guidance to customers

🎯 Requirements

• 2+ years of Client Success Management or Account Management experience • Experience leveraging customer success platforms such as ChurnZero, Gainsight, Totango, or similar solutions • Hands-on experience using automation and AI tools to improve customer engagement and operational efficiency • Experience with CRM platforms such as Salesforce preferred • Strong analytical skills with the ability to interpret health scores, customer usage data, and renewal indicators to prioritize engagement • Excellent written and verbal communication skills, with the ability to create compelling digital customer experiences at scale • Process-oriented mindset with enthusiasm for building and improving scalable customer success programs • Highly organized with exceptional time management skills and the ability to effectively prioritize a large customer portfolio • Strong sense of ownership, accountability, and customer advocacy • Familiarity with PatientNow or similar practice management, healthcare SaaS, or payment platforms is preferred • Experience supporting customers within SaaS, healthcare technology, medical aesthetics, or related industries is preferred

🏖️ Benefits

• Medical, dental, and vision insurance • Paid time off • Retirement savings plan • Flexible work arrangements • Professional development opportunities