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Customer Success Manager, Small Group

AI Summary
This Customer Success Manager role supports a large portfolio of 300–500 small healthcare-practice accounts, with responsibility for retention, product adoption, renewals, and expansion. The position uses scaled, low-touch digital engagement, CRM workflows, campaign platforms, and AI-generated customer-health insights to manage a $4M–$6M ARR book of business. Success is measured through retention, expansion, adoption, proactive outreach, and quota attainment. Candidates need customer-facing experience in healthcare SaaS, revenue-cycle management, or related technology, along with strong written communication and comfort promoting upgrades and new features. The role suits a data-oriented relationship manager who can prioritize efficiently and escalate complex customer issues appropriately.
Remote from
USA
Salary
USD 80k–105k / yr
Employment
Full Time
Experience
Open level
Published
Apply before
17 Nov 2026
Listing views
1,312
Application actions
105
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Opportunity details

About this role.

Purpose: To engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.

Responsibilities:

  • Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
  • Proactive Risk & Opportunity Management: Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth.
  • Inquiry Management: Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team.
  • Growth Pipeline Management: Identify and execute upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging.
  • Renewal Management: Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value.
  • Technology & Tool Proficiency: Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency.
  • Data-Driven Insights: Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.
  • Book of Business: 300 – 500 customers, $4M – $6M ARR

Requirements:

  • 2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms.
  • Interest in healthcare SaaS, digital health, or health operations.
  • Passionate about helping others to achieve their goals.
  • Strong communication (written + verbal).
  • Adaptability, coachability, and customer empathy.
  • Experience or interest in CRM tools (e.g., Salesforce, HubSpot), campaign platforms, or digital tools.
  • Willingness to learn AI platforms for lifecycle engagement.
  • Comfortable promoting new features, upgrades, or adoption messages via campaigns or digital nudges.

Nice to Have:

  • Exposure to healthcare workflows or patient/provider engagement is a plus, as well as EHR experience.

Metrics: Retention %, expansion %, proactive touch %, adoption metrics, quota attainment

Salary: $80,000 – $105,000k/yr USD + variable comp


Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

Apply now >

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.

Role DNA

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

Job Complexity

3/5
EasyHard

Pace & Pressure

4/5
RelaxedFast-paced

Autonomy Level

4/5
GuidedFull ownership

Communication Load

5/5
IndependentCollaborative
AI insightManaging hundreds of accounts requires disciplined prioritization, scalable engagement methods, and confident use of customer-health data. The work also carries commercial accountability through renewals, expansion opportunities, and quota-related metrics.

Salary analysis

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

Estimated job median (per year)Highly competitive
$92,500
US market range (per year)$75k–$110k
AI insightThe employer's stated base-pay range is $80,000–$105,000 per year, with a median of $92,500 per year, plus variable compensation. This is broadly in line with estimated U.S. annual base-pay market ranges for Customer Success Managers supporting SMB or healthcare SaaS customers; market estimates are directional and do not include variable pay.

Core skills

Skills and capabilities most closely associated with this opportunity.

Sample interview questions
How have you managed a large book of business while ensuring customers still receive timely and relevant support?

Describe a segmentation and prioritization approach using account health, revenue potential, renewal timing, product usage, and risk signals. Explain how you combined automated campaigns with targeted outreach for high-risk or high-opportunity accounts.

Tell me about a time you improved product adoption for a group of customers.

Provide an example of identifying a usage gap, creating education or outreach campaigns, measuring adoption before and after the intervention, and adjusting the approach based on engagement data.

What metrics would you monitor to assess the health of a scaled customer portfolio?

Discuss retention, renewal rate, churn risk, product usage and adoption, engagement, support trends, expansion pipeline, ARR, and proactive-touch coverage. Explain how these indicators would guide account actions.

How would you handle a customer inquiry that exceeds your scope or requires technical expertise?

Explain that you would acknowledge the request promptly, clarify the issue and desired outcome, route it to the appropriate internal team with complete context, and remain accountable for customer communication through resolution.

Describe your approach to identifying and pursuing an upsell or cross-sell opportunity without making the interaction feel overly sales-driven.

Focus on understanding the customer's workflow, goals, and adoption gaps first. Present relevant features as solutions to a documented need, communicate expected value, use timely targeted messaging, and coordinate with sales when needed.

This analysis is generated from the job description. Salary estimates, role characteristics and sample answers are guidance, not employer-provided facts.
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