Remote Position
[Remote] Customer Success Specialist
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Healthy Roster is hiring a Customer Success Specialist to build long-term customer partnerships through structured onboarding, proactive account management, and revenue growth. The role focuses on product adoption, renewals, retention, and helping customers achieve value from the platform.
Responsibilities
- Lead structured onboarding for new customers (sales handoff)
- Drive product adoption and accelerate time-to-value
- Educate customers on workflows and best practices
- Measure and track customer outcomes through implementation
- Ongoing relationship management and account health monitoring
- Semi-annual outreach to all accounts
- Serve as a trusted advisor and strategic partner
- Manage customer success email communications
- Identify and close upsell and cross-sell opportunities
- Manage contract adjustments via PandaDoc (upgrades, right-sizing)
- Execute price increases strategically
- Drive expansion revenue across the account portfolio
- Proactive churn prevention and early intervention
- Execute strategic down-sells when appropriate
- Manage renewals as they arise
- Identify at-risk accounts and lead recovery efforts
Skills
- Bachelor's Degree
- 5+ years in customer success or athletic training
- Strong relationship-building & communication skills
- CRM experience
- Ability to manage multiple accounts remotely
- Contract management tools (PandaDoc or similar)
- Passion for healthcare, sports medicine, or technology
- Proactive, outcomes-oriented mindset
- Salesforce preferred
- Experience with Healthy Roster EMR (preferred)
- Familiarity with Sway concussion testing platform (preferred)
Benefits
- Supportive, collaborative team environment
- Direct exposure to customer success, product & growth strategy
Company Overview