[All remote jobs](https://jobicy.com/jobs.md)[![Elation Health logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/63d37d95-221.jpeg)](https://jobicy.com/company/elation-health.md)[Elation Health](https://jobicy.com/company/elation-health.md) # Customer Success Manager, Small Group 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/elation-health.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 80k–105,000k / yrDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceOpen levelPublished18 Oct 2026Apply before17 Nov 2026Listing views34Application actions2Application 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. Elation Health is seeking a Customer Success Manager to retain and grow a large portfolio of 300–500 small healthcare practice accounts. The role uses scaled, AI-assisted lifecycle campaigns, CRM data, digital outreach, and customer-health indicators to improve adoption, expansion, and renewals. The manager will resolve routine customer inquiries, route complex issues, and identify upsell and cross-sell opportunities. Candidates need at least two years of customer success or customer-facing sales experience in healthcare SaaS or revenue-cycle-management platforms, along with strong communication and empathy. Success is measured through retention, expansion, adoption, proactive-touch, and quota-attainment metrics. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 3/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 4/5GuidedFull ownership ### Communication Load 5/5IndependentCollaborative AI insightManaging 300–500 accounts requires disciplined prioritization, scalable engagement, and confident use of health data to identify risks and opportunities. The role is moderately complex because it combines retention ownership, commercial growth, and healthcare SaaS domain knowledge. ## Core skills Skills and capabilities most closely associated with this opportunity. [Customer success management](https://jobicy.com/jobs?search_keywords=Customer%20success%20management.md)[Healthcare SaaS](https://jobicy.com/jobs?search_keywords=Healthcare%20SaaS.md)[Customer retention](https://jobicy.com/jobs?search_keywords=Customer%20retention.md)[Account expansion](https://jobicy.com/jobs?search_keywords=Account%20expansion.md)[Renewal management](https://jobicy.com/jobs?search_keywords=Renewal%20management.md)[Upselling](https://jobicy.com/jobs?search_keywords=Upselling.md)[Cross-selling](https://jobicy.com/jobs?search_keywords=Cross-selling.md)[CRM platforms](https://jobicy.com/jobs?search_keywords=CRM%20platforms.md)[Salesforce](https://jobicy.com/jobs?search_keywords=Salesforce.md)[HubSpot](https://jobicy.com/jobs?search_keywords=HubSpot.md)[Customer health scoring](https://jobicy.com/jobs?search_keywords=Customer%20health%20scoring.md)[Lifecycle campaigns](https://jobicy.com/jobs?search_keywords=Lifecycle%20campaigns.md)[AI-driven engagement](https://jobicy.com/jobs?search_keywords=AI-driven%20engagement.md)[Data analysis](https://jobicy.com/jobs?search_keywords=Data%20analysis.md)[Written communication](https://jobicy.com/jobs?search_keywords=Written%20communication.md) Sample interview questionsHow would you prioritize engagement across a book of 300 to 500 customer accounts?I would segment accounts using health scores, renewal timing, product adoption, revenue potential, and recent engagement. I would automate value-oriented outreach for stable segments while reserving personalized attention for at-risk, high-growth, or renewal-critical customers. Describe how you would respond to an account whose usage and engagement are declining. I would first review usage patterns, support history, stakeholder activity, and relevant health indicators to identify likely causes. I would then deliver a targeted intervention, such as a feature-adoption campaign or a focused conversation, document the recovery plan in the CRM, and measure whether engagement and adoption improve. How do you identify an appropriate upsell or cross-sell opportunity without making outreach feel overly sales-driven? I connect recommendations to a specific customer goal, workflow gap, or evidence of product usage rather than sending generic offers. By showing how an additional feature can solve a relevant problem and improve outcomes, the conversation remains consultative and value-led. What metrics would you use to evaluate a scaled customer-success program? I would monitor gross retention, net revenue retention or expansion, renewal rates, adoption of priority features, proactive-touch coverage, campaign response rates, and time-to-resolution for inquiries. I would review results by customer segment to determine which interventions are producing durable impact. How would you handle a customer question that requires expertise outside your team? I would acknowledge the request promptly, gather the essential context, and clearly explain the next step and expected follow-up. I would route the issue to the appropriate expert, remain accountable for communication with the customer, and ensure the resolution is documented for future reference. 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. Show more [Apply now >](https://jobicy.com/jobs/155697-customer-success-manager-small-group.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. 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