[All remote jobs](https://jobicy.com/jobs.md)[![Docplanner logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/08/84f2fa86-221.png)](https://jobicy.com/company/docplanner.md)[Docplanner](https://jobicy.com/company/docplanner.md)

# Global Project Manager – Customer Success PMS (Clinics/Enterprises)

Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move.

[Apply for this job](#job-application)[View company](https://jobicy.com/company/docplanner.md)ShareRemote from[Spain](https://jobicy.com/job-region/spain.md)SalaryUndisclosedDepartment[Project & Program Management](https://jobicy.com/categories/project-management.md)EmploymentFull TimeExperienceOpen levelPublished1 Oct 2026Apply before31 Oct 2026Listing views37Application actions4Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

AI Summary

## The role, at a glance.

Docplanner seeks a Global Project Manager to build and scale the Customer Success operating model for its practice management system portfolio across multiple markets. The role will lead onboarding improvements, early-churn prevention, CRM automation, KPI design, dashboards, and standardized governance for local teams. It requires strong cross-functional coordination among Customer Success, Product, BI, CRM/Ops, Retention, and country leadership without formal authority. The ideal candidate combines hands-on program delivery with SaaS, healthcare, or B2B operations experience and is fluent in English, with Spanish or Portuguese beneficial.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

4/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

5/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThis is a complex global transformation role spanning several products, acquired businesses, local markets, and evolving CRM processes. Success depends on independently creating structure from ambiguity while aligning diverse stakeholders around measurable retention and onboarding outcomes.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job medianMarket rate$130,000US market range$110k–$155k0$171k

AI insightNo actual salary is disclosed in the posting. The figures are estimated annual USD base-pay market ranges for a US-based global customer-success/project-management professional with multi-market SaaS operations, CRM, analytics, and retention-program ownership; actual pay may differ materially by country, experience, and compensation structure.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Project management](https://jobicy.com/jobs?search_keywords=Project%20management.md)[Customer success operations](https://jobicy.com/jobs?search_keywords=Customer%20success%20operations.md)[SaaS](https://jobicy.com/jobs?search_keywords=SaaS.md)[Practice management systems](https://jobicy.com/jobs?search_keywords=Practice%20management%20systems.md)[Customer onboarding](https://jobicy.com/jobs?search_keywords=Customer%20onboarding.md)[Retention and churn prevention](https://jobicy.com/jobs?search_keywords=Retention%20and%20churn%20prevention.md)[Salesforce](https://jobicy.com/jobs?search_keywords=Salesforce.md)[HubSpot](https://jobicy.com/jobs?search_keywords=HubSpot.md)[KPI and dashboard development](https://jobicy.com/jobs?search_keywords=KPI%20and%20dashboard%20development.md)[Cross-functional stakeholder management](https://jobicy.com/jobs?search_keywords=Cross-functional%20stakeholder%20management.md)

Sample interview questionsHow would you approach standardizing an onboarding process across PMS products that currently operate differently by country?I would first map each market's current journey, systems, handoffs, timelines, adoption metrics, and customer pain points. I would define a global minimum viable standard with clear ownership and success measures, preserve necessary local variations, pilot it in selected markets, and refine the model before a phased rollout.

Describe how you would build an early-churn prevention program for PMS customers.

I would segment churn drivers using onboarding completion, product usage, support signals, customer profile, and payment or engagement data. From that analysis, I would establish risk scores and tiered interventions, automate alerts and tasks in the CRM, assign accountable owners, and track retention lift, intervention conversion, and false-positive rates.

Which KPIs would you prioritize for a global Customer Success operating model?

I would prioritize time to value, onboarding completion and quality, activation and feature adoption, customer health or farming score, early-churn rate, gross retention, intervention effectiveness, and regional performance consistency. Each KPI would have a documented definition, target, data owner, and dashboard view by market, cohort, product, and customer segment.

How do you align global and local stakeholders when priorities conflict?

I make the trade-offs visible through shared objectives, customer and performance data, and a clear decision framework. I involve local teams early to understand constraints, distinguish non-negotiable global standards from adaptable local practices, document decisions and owners, and communicate progress consistently through a governance cadence.

Tell us how you would manage the migration of a customer-success workflow from HubSpot to Salesforce.

I would start with process and data mapping rather than simply replicating workflows. I would define the target-state journey, required fields, automation rules, integrations, reporting needs, permissions, and acceptance criteria; then validate the design with end users through pilots, provide enablement, monitor data quality and adoption after launch, and address issues through a structured hypercare period.

Opportunity details

## About this role.

Company Description

At Docplanner Group, we’re on a mission to help people live longer, healthier lives. As the world’s largest healthcare platform, each month, we connect 24 million patients with 280k doctors across 13 countries (through brands like ZnanyLekarz, Doctoralia, MioDottore, DoktorTakvimi, and jameda). Our marketplaces, SaaS and AI tools simplify daily tasks and help doctors, clinics and hospitals work more efficiently, so they can focus on what really matters: caring for their patients.

Learn more about our products here:[pro.doctoralia.es](http://pro.doctoralia.es)

Why join us?

📊 Real impact – We help doctors help patients. Your work truly makes a difference.

📈 At scale, yet agile – 3,000+ employees, but still fast, flexible, and hands-on.

✨ Shape the future, sustain growth – Make a difference now and build for long-term success.

Job Description

This role sits at the intersection of Customer Success, operations, and special projects for PMS (Practice Management Systems) — the software Docplanner clinics use to manage their agenda, EHR, invoicing, and patient records. This spans the third-party PMSs Docplanner has acquired or integrated with: Feegow in Brazil, Clinic Cloud in Spain, GIPO in Italy, MyDr in Poland. As PMS expands across products, clinic setups, and markets, we are looking for someone who can bring structure to a complex, fast-moving space: shaping how we onboard, engage, and retain PMS customers, driving down early and preventable churn, and helping define the processes, metrics, and ways of working that let local teams operate consistently at global scale.

It’s a strategic but highly hands-on role, ideal for someone who enjoys navigating ambiguity across local vs. global priorities, product vs. GTM alignment, and multiple PMS products and markets, while building scalable operations from the ground up.

How will you make an impact?

*

Own and evolve the PMS Customer Success operating model — onboarding, engagement, retention, and churn prevention — across all PMS products and markets (Feegow, Clinic Cloud, GIPO, MyDr, and others as the portfolio evolves).

*

Drive the onboarding process revamp across PMS products, building on templates in specific markets and rolling it out across acquired companies.

*

Own the early-churn initiative: the three-tier touchpoint model (post-onboarding, farming scoring, preventive churn), pushing it from manual/ticket-based execution toward CRM automation, as we progressively migrate CRM processes from Hubspot to Salesforce.

*

Build the performance layer for PMS CS: KPIs, dashboards, and cohort views across onboarding quality, farming/retention scores, and preventive churn — partnering with BI, CRM/Ops, and the Retention team.

*

Standardize local-team governance and ways of working across markets, closing the gap between how countries currently run PMS CS and a consistent, data-driven global model.

*

Help translate product priorities into actionable local execution and surfacing local realities back to product/global.

*

Track performance of PMS CS initiatives, monitoring spend and flagging risk proactively.

*

Contribute to broader Clinics/Enterprise Customer Success strategic projects as the function evolves.

Qualifications

What will help you thrive?

*

Has solid experience in project management, program management, customer success, or operations in a complex, multi-product/multi-market business.

*

Brings prior exposure to at least one of SaaS, healthcare, or B2B operations; experience across two is a strong plus.

*

Understands core Customer Success topics — onboarding, retention/farming, churn prevention, and customer journeys.

*

Is very proficient working with data: defining KPIs and translating business needs into reporting and dashboard requirements, comfortable partnering closely with BI.

*

Has experience working across multiple markets or in global/local operating models, and can translate global priorities into local execution and back.

*

Has hands-on experience with CRM tools such as Salesforce or HubSpot, and understands how customer/product-usage data supports operational decisions.

*

Is highly hands-on, resourceful, and comfortable operating in ambiguity across several products and markets at once.

*

Knows how to coordinate across multiple stakeholders and functions — product, local CS/country leadership, BI, retention — without relying on formal authority.

*

Communicates clearly, builds trust quickly, and can navigate a complex, multi-market stakeholder landscape.

*

Combines strategic thinking with a strong execution mindset, favoring problem-solving and iterative progress over theoretical frameworks detached from business reality.

*

Fluent English is a must; Spanish or Portuguese is a strong plus given the concentration of PMS markets.

What to Expect from Our Hiring Process

We like to keep things transparent and efficient! Here’s what the process usually looks like (though it might vary slightly depending on the role):

1️⃣ Intro Chat – A first call with our Talent Partner to explore mutual fit around relevant skills, value alignment, and motivation.

2️⃣TestGorilla – (SHL numerical reasoning assessment).

3️⃣Hiring Manager Interview – A deeper conversation about your background, aspirations, and experience with and your potential manager (Valentina Nannini) in this role. Take this chance to ask anything on your mind—it’s just as much about making sure we’re the right fit for you, too.

4️⃣Business Case – A take-home exercise incl. a few days’ preparation time, designed to understand how you approach real-life problems. You’ll then walk us through your approach in a collaborative discussion with the hiring manager and the team to discuss your thoughts and findings.

5️⃣ Additional/ Final Interview (Optional) – A final conversation with another peer from our Global Team.

6️⃣ References & Offer!

Why You’ll Love It Here

💙 Global Benefits – No matter where you are, you’ll have access to:

*

Healthcare insurance – so you can focus on what matters.

*

Wellness that works for you – from gym memberships to mental health support, we’ve got you covered.

*

Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance.

📍 Local Perks – Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave.

🚀 Career Growth – We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths—whether within your team or through cross-functional projects.

🌎 A Truly Global Team – Work with talented people from all over the world in a diverse and inclusive environment.

⏳ Flexibility That Works for You – Remote work and flexible hours aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules. Prefer an office setting? You’re welcome at any of our hubs in Barcelona, Warsaw, Curitiba, Rio de Janeiro, Mexico City, Bogotá, Munich, Rome or Bologna.

Please note: At this time, we are not able to sponsor visas for this position. To apply, you must already have the legal right to work in your country of residence or the location of the role.

What We Believe In

At Docplanner, our values guide everything we do:

📊 Focus on results – we’re here to make an impact.

🧠 Think like an owner – take responsibility, drive outcomes.

✂️ Keep it simple, keep it lean – smart solutions over complexity.

🔊 Be respectful and radically honest – openness builds trust.

📚 Learn and be curious – growth is part of the job.

Don’t just take our word for it—check out our [Glassdoor](https://www.glassdoor.com.br/Avalia%C3%A7%C3%B5es/DocPlanner-Avalia%C3%A7%C3%B5es-E1071394.htm?countryRedirect=true) to hear what our people say!

_________________________________________________________________________

We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We welcome applicants from all walks of life, regardless of gender, disability, or background, and are dedicated to fostering an inclusive workplace where everyone feels valued and empowered to contribute.

Show more

[Apply now >](https://jobicy.com/jobs/154344-global-project-manager-customer-success-pms-clinics-enterprises.md)

>  Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md)

*

![Upload CV](data:image/svg+xml;base64,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)

### Upload your resume now

To unlock remote work opportunities and be discovered by global employers.

This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.

Next step

## Apply now.

Follow the employer’s application method and review Jobicy’s safety guidance before sharing personal information.

Keep exploring

## Related remote jobs.

*
![Databricks logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2021/12/4e3f864ba9cf3c62d471e1c62414d098.jpg)
Databricks Oct 1  New

### [Sr. Engagement Manager, Forward Deployed Engineering – LATAM](https://jobicy.com/jobs/152192-sr-engagement-manager-forward-deployed-engineering-latam.md)

CSQ327R29 The Senior Engagement Manager is a trusted advisor within the Forward Deployed Engineering organization to account teams and customers in Latin America (LATAM) for successful implementation and value realization….

*
![WSP logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2026/05/393fad80-221.png)
WSP Oct 1  New

### [Lifecycle Project Manager- Power & Energy](https://jobicy.com/jobs/149828-lifecycle-project-manager-power-energy.md)

This OpportunityWSP is seeking a Lifecycle Project Manager- Power & Energy (Remote) for our Power & Energy Program Management Team in San Francisco, CA. The successful candidate may work remotely…

*
![PointClickCare logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2022/02/94d5c7bae5858d7e126022ed422c639c.jpeg)
PointClickCare Sep 29  New

### [(Canada) Software Implementation Consultant – Clinical](https://jobicy.com/jobs/154225-canada-software-implementation-consultant-clinical.md)

At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we…

*
![Lyra Health logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2022/01/1594f6d9649b131ca2414928bd60caac.jpeg)
Lyra Health Sep 29

### [[Contract] Accreditation Solutions Consultant, Clinical Strategy](https://jobicy.com/jobs/152054-contract-accreditation-solutions-consultant-clinical-strategy.md)

About Lyra Health Lyra Health is a leading provider of evidence-based mental health care, serving more than 20 million people globally in partnership with employers and more than 100 million…

*
![Nebius logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2026/06/d90c0566-221.webp)
Nebius Sep 28

### [Senior Technical Project Manager – VPC](https://jobicy.com/jobs/149747-senior-technical-project-manager-vpc.md)

About Nebius: Nebius is leading a new era in cloud infrastructure for the global AI economy. We are building a full-stack AI cloud platform that supports developers and enterprises from…

*
![Databricks logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2021/12/4e3f864ba9cf3c62d471e1c62414d098.jpg)
Databricks Sep 27

### [Manager, Forward Deployed Engineering – CMEG](https://jobicy.com/jobs/154102-manager-forward-deployed-engineering-cmeg.md)

CSQ227R53 Databricks is redefining what organisations can achieve with data and AI. As the unified platform powering the world’s most ambitious data-driven enterprises, we sit at the intersection of cloud…

*
![Launchpad Technologies logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/ed43694d-221.png)
Launchpad Technologies Sep 24

### [Senior Implementation Project Manager](https://jobicy.com/jobs/154029-senior-implementation-project-manager.md)

Who We Are Launchpad Technologies Inc. is a global technology partner connecting top talent with high-impact projects across North America and beyond. We specialize in Staff Augmentation and product development,…

*
![Ashby logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/08/63864ee6-221.png)
Ashby Sep 24

### [Senior Strategic Implementation Specialist – EMEA](https://jobicy.com/jobs/154019-senior-strategic-implementation-specialist-emea.md)

Senior Strategic Implementation Specialist Hi! I’m Morgan, the Manager of Strategic Implementations here at Ashby. Our customers are at the center of everything we do, and that’s especially true during…

*
![Collibra logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/25583c1c-221.jpg)
Collibra Sep 24

### [CPS Engagement Manager](https://jobicy.com/jobs/154000-cps-engagement-manager.md)

Joining Collibra’s CPS Engagement team At Collibra Public Sector (CPS), our Professional Services team relies on Federal Engagement Managers to oversee the delivery of customer expectations for the services we…

*
![Verra Mobility logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/98f74d13-221.png)
Verra Mobility Sep 24

### [Project Manager](https://jobicy.com/jobs/151512-project-manager-4.md)

Position Overview As a Project Manager, you will play a key role in providing world class support to our external clients and internal teams by managing the end-to-end implementation of…

[Browse all jobs](https://jobicy.com/jobs.md)