Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Customer Success Manager, Small Group
- Remote from
- USA
- Salary
- USD 80k–105k / yr
- Department
- Customer Support & Success
- Employment
- Full Time
- Experience
- Open level
- Published
- Apply before
- 17 Nov 2026
- Listing views
- 1,312
- Application actions
- 105
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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.
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Sample interview questions
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.
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.
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.
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.
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.
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