Customer Success Manager

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Propelus

201 - 500 employees

Founded 2001

📋 Compliance

⚕️ Healthcare Insurance

📚 Education

Compliance • Healthcare Insurance • Education

Propelus is a company dedicated to modernizing the way professionals, employers, regulators, educators, and partners work together. It unifies three innovative brands—CE Broker, EverCheck, and Immuware—to provide comprehensive compliance and professional management solutions. Propelus empowers professionals with tools for career advancement, streamlines the compliance process, and offers a platform for professional management, continuing education, and primary source verification. Trusted by over 5 million professionals and organizations, Propelus has a mission to simplify compliance and enhance professional growth and success, particularly in the healthcare sector.

📋 Description

• Manage a portfolio of assigned customers, serving as their primary point of contact and advocate. • Build and maintain strong, long-lasting relationships with key stakeholders across customer organizations. • Partner with Professional Services to onboard new customers and foster a smooth transition to ensure long-term success. • Collaborate with customers to create and execute shared success plans, aligning with their business goals to drive continuous value. • Proactively monitor customer health and leverage the CSP system to stay data-driven in our approach, utilizing playbooks to address potential risks, track customer interactions, and ensure timely follow-up. • Partner with internal teams, including Support and Product, to resolve customer challenges and ensure their needs are met. • Conduct regular touch points and business reviews to assess progress, discuss goals, and uncover opportunities for improvement. • Provide ongoing support and guidance to customers on product features, best practices, and strategies for maximizing value. • Identify upsell, cross-sell and expansion opportunities within existing accounts, fostering stronger relationships and driving additional value. • Create customer advocates through case studies, references, and testimonials, while ensuring timely renewals and long-term customer retention. • Contribute to the development and refinement of customer success best practices and processes to enhance team performance

🎯 Requirements

• 3+ years of experience in a customer success or client-facing role. • Strong understanding of customer success metrics and methodologies. • Experience with customer relationship management (CRM) tools. • Excellent communication and interpersonal skills. • Ability to work independently and manage multiple accounts effectively. • Proficient in data analysis and interpreting customer health metrics. • Passion for helping customers achieve their goals and driving product adoption. • Must be legally authorized to work in the US without sponsorship.

🏖️ Benefits

• Awarded one of BuiltIn's 2025 Best Places to Work and honored as a Silver Stevie® Award Winner in the 2025 Stevie Awards For Great Employers. • Professional development allowance to help you grow in the ways that mean the most to you. • Flexibility for balancing work with the rest of life and ample PTO, including paid time off for volunteering, your birthday, and becoming a new parent. • 401K with company matching, as well as financial planning education and resources. • Employees can choose from HSA, FSA, and traditional insurance options for medical, dental, and vision coverage for themselves and dependents. • Lifestyle Spending Account (LSA): We support personal well-being by offering an annual lifestyle spending account that you can use for what matters most to you—whether it’s a gym membership, a meditation app, WFH equipment, or fresh produce delivered to your door. • Your health is our top priority! We cover 100% of your health insurance premiums. Our plans include national and international coverage, so you're protected no matter where you are. • Propelus Flex Club: Our flexible benefits platform gives you monthly points to redeem on what you need most. Plus, you'll get access to exclusive discounts just for being part of our team. • We've got you covered with a life insurance policy, paid 100% by the company. You can also add your beneficiaries at an exclusive, discounted rate.

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