Customer Success Manager – Growth Portfolio

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $65k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Verato

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

💰 $10M Series C on 2019-01

Healthcare • Consulting • Logistics

Verato is a cloud-native SaaS platform specifically designed for healthcare organizations, providing high accuracy in identifying patient, provider, member, and consumer identities. Their hMDM platform serves as the next generation Master Data Management for healthcare, facilitating smarter growth, whole-person care, and actionable insights across the healthcare continuum. Verato's patented Referential Matching technology ensures precise identity data management, enabling digital engagement, clinical interoperability, and provider data integrity. The company supports healthcare providers, health information exchanges, payers, and government entities by delivering improved data quality, efficient mergers and acquisitions processes, and enhanced population health management. Verato seeks to transform healthcare engagement, ensuring accurate, complete, and consumer-centered data to thrive in a consumer-driven landscape while maintaining robust security measures.

📋 Description

• Own a named portfolio of accounts and maintain current situational awareness for every account • Build trusted relationships with customer sponsors, administrators, users, and operational stakeholders • Lead regular customer check-ins connecting solution usage and adoption to customer use cases, desired outcomes, risks, and next steps • Create success objectives and recommend practical actions to help customers realize value from Verato solutions • Identify customer health risks, document goals and objectives, coordinate internal owners, and escalate material issues early • Coordinate with Support, Professional Services, Product, Sales, Finance, and other teams while remaining accountable for customer communication and follow-through • Build renewal readiness throughout the contract term and understand customer value, stakeholders, decision process, risks, and timing • Own renewals within approved commercial guardrails and partner with commercial owners as needed • Identify qualified cross-sell and expansion opportunities based on customer needs, use cases, and desired outcomes • Connect customers to product education, office hours, events, and subject-matter experts • Maintain accurate CSM platform and CRM records for account health, risks, use cases, outcomes, stakeholder coverage, adoption, renewal forecast, growth signals, and next actions • Share customer feedback and portfolio trends to improve the customer experience, product, and Customer Success program

🎯 Requirements

• Bachelor's degree in business, information systems, technology, healthcare, or a related field, or equivalent practical experience as assessed by the hiring manager • At least one to two years of current, hands-on Customer Success Manager experience in B2B Healthcare focused SaaS, including direct ownership of an assigned customer portfolio • Demonstrated experience across the post-sale lifecycle, including customer engagement, adoption, value realization, risk management, retention, and renewal preparation • Experience leading customer meetings and communicating clearly with operational and departmental stakeholders • Experience supporting or owning straightforward subscription renewals and maintaining accurate renewal status and forecasts • Ability to learn technical products, understand customer workflows and use cases, and translate product capabilities into practical business recommendations • Strong problem-solving, organization, prioritization, and follow-through across multiple customers and deadlines • Excellent written and verbal communication skills, empathy, good judgment, curiosity, and a customer-obsessed mindset • Experience using Salesforce, Gainsight, or a comparable CRM/customer success platform to manage account health, risk, renewals, and next steps • Ability to work effectively across Support, Product, Professional Services, Sales, Finance, and other teams without losing ownership of the customer outcome • Experience in healthcare technology or another regulated data environment preferred • Knowledge of healthcare applications such as EHR/EMR systems, integration engines, analytics platforms, or population health solutions preferred • Exposure to Master Data Management, Enterprise Master Patient Index, identity resolution, data quality, or interoperability preferred • Experience delivering personalized engagement across a scaled or lower-ARR customer portfolio preferred • Up to 10% travel may be required for customer meetings, company events, or conferences

🏖️ Benefits

• Opportunities to expand knowledge in technology, healthcare, and organizational development • Best tools and development opportunities • Customer advocacy opportunities, including referenceable customer nominations