[Remote] Customer Success Manager

Note: The job is a remote job and is open to candidates in USA. Optivate provides healthcare technology software for ophthalmologists and eye care specialists. The Customer Success Manager manages post-go-live customer relationships, driving platform adoption, engagement, satisfaction, and retention while supporting renewals and identifying growth opportunities.

Responsibilities

• Serve as the primary relationship owner for a portfolio of customers after go live
• Drive product adoption by delivering ongoing training, guidance, and success check-ins
• Monitor account health, usage patterns, and customer sentiment and act early on risks or barriers
• Create and maintain customer success plans focused on measurable outcomes and value realization
• Partner with onboarding, support, training, product, and revenue teams to ensure seamless customer experience
• Support renewal readiness by documenting outcomes and ensuring customers see clear value
• Identify expansion opportunities and collaborate with sales on upsell and growth initiatives
• Identify upsell and expansion opportunities and coordinate with sales to execute next steps
• Capture customer feedback and deliver insights to product operations
• Maintain accurate documentation of activities, risks, and progress in CRM

Skills

• 2+ years of experience in customer success, account management, implementation, or client-facing roles within SaaS or healthcare technology
• Proven ability to manage a portfolio of customers while driving adoption, satisfaction, and measurable outcomes
• Strong consultative communication skills with the ability to engage both clinical and business stakeholders
• Tech-savvy with the ability to quickly learn and explain software solutions
• Highly organized with strong time management, prioritization, and follow through
• Comfortable operating in a fast moving environment with evolving processes and cross functional dependencies
• Experience using CRM systems such as HubSpot or Salesforce
• Bachelor's degree in business, healthcare administration, or equivalent professional experience

Benefits

• Performance-based bonus
• Remote work model with flexibility and work-life balance
• Medical, dental, and vision benefits
• 401(k)
• Generous paid time off and holiday schedule
• Opportunity to grow within a mission-driven and innovative healthcare tech company

Company Overview