Customer Success Manager – Strategic Accounts

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Purple Squirrel Enterprises

1 - 10 employees

Founded 2008

💼 Consulting

📣 Marketing

👥 HR Tech

Consulting • Marketing • HR Tech

Purple Squirrel Enterprises is a specialized HR and Recruiting consulting firm that offers a customized approach to meet the unique human resource needs of businesses. They aim to stand out in the market by providing tailored solutions that help organizations attract and retain talent, reflecting their distinctive name inspired by the rarity of a 'purple squirrel.'

📋 Description

• Serve as the dedicated primary point of contact for one high-complexity strategic partner spanning multiple providers and states • Own the full customer relationship across software and services • Manage executive sponsors, program leaders, department leads, site administrators, and end users • Lead executive engagement, cadence calls, Executive Business Reviews, success reporting, and tailored product updates • Own renewal, upsell, and expansion opportunities • Drive adoption, product utilization, customer health, satisfaction, and measurable ROI • Own multi-phase implementation planning, milestone tracking, and cross-functional coordination • Plan site-by-site rollouts and go-live sequencing across locations and states • Configure and customize the platform across sites and user groups • Conduct QA and go-live readiness validation • Lead training, onboarding, adoption support, post-launch stabilization, optimization, and continued support • Share strategic-account learnings to inform CX playbooks, processes, and best practices • Collaborate with product and integrations teams to advocate for customer needs and inform roadmap priorities • Document interactions, feature requests, and customer feedback • Represent Customer Success in executive-level engagements and strategic initiatives • Travel 25–40% to customer sites for training, go-live events, and executive relationship development

🎯 Requirements

• 7+ years of experience in Customer Success, Strategic Account Management, or an equivalent customer-facing role • Demonstrated success as a dedicated CSM or account owner for a single high-value, high-complexity strategic customer • Experience navigating multi-stakeholder organizations, multi-site deployments, or multi-entity umbrella structures • Exceptional project management skills for complex, multi-phase implementations across multiple sites and stakeholder groups • Experience engaging C-level and senior leadership with adaptable communication across frontline, administrative, and executive audiences • Ability to operate strategically and tactically, including executive relationship management and implementation details • Comfort with customer success tools such as HubSpot, Jira, Confluence, or similar • Ability and willingness to travel 25–40% to customer sites across multiple states • Healthcare industry knowledge, including HIPAA, DEA regulations, or electronic medical records such as Epic, Cerner, or Meditech (preferred) • Experience with SaaS platforms in care settings such as IDD, assisted living, or behavioral health (preferred) • PMP certification or equivalent formal project management training (preferred) • Experience supporting or leading implementations across multi-entity or umbrella-structured organizations (preferred) • Must be authorized to work in the United States without sponsorship, now and in the future

🏖️ Benefits

• Medical: CareFirst BlueCross BlueShield — 100% company-paid individual premiums (base HSA plan); dependent coverage available • Dental & Vision: CareFirst — available at employee cost • Company-paid Life & AD&D • Company-paid Short-Term Disability • Company-paid Long-Term Disability • Virtual Care: CloseKnit — 24/7 primary care + mental health, no additional cost • 401(k) retirement plan • Lifestyle Spending Account: $50/month, paid quarterly • Birthday stipend • Work anniversary stipend • Company swag store • Flexible PTO with no hard cap; manager approval required • Professional development and learning opportunities • Mission-driven culture — your work directly impacts lives • Dedicated recruiting contact throughout the process • Interview preparation and timely feedback • Support through offer negotiation

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