A Customer Success Manager (CSM) supports your customers as they transition from sales prospects to active users of mWell and KonsultaMD. As a Customer Success Manager, they will be the primary point of contact for our clients, ensuring their success and satisfaction with our services. They will build strong relationships with clients, understand their needs and goals, and
ensure accounts retention and loyalty.
Responsibilities
- Serve as the main point of contact for assigned clients, fostering strong relationships and understanding their business objectives.
- Proactively engage with clients to understand their needs, challenges, and goals, and provide solutions to maximize their success with our products/services.
- Onboard new clients, ensuring a smooth implementation process, and providing training and support as needed.
- Develop and execute strategic account plans to drive adoption, retention, and expansion within existing accounts.
- Meet and/ or exceed quarterly and annual revenue targets with efforts on upselling and cross-selling to clients.
- Collaborate cross-functionally with enterprise, marketing, governance, product, and tech teams to ensure a seamless customer experience and resolution of any issues or concerns.
- Conduct regular check-ins and business reviews with clients to review progress, gather feedback, and identify growth opportunities.
- Stay informed about industry trends, best practices, and competitor offerings to provide insights and recommendations to clients
Qualifications
- Bachelor's degree in Business Management, Administration, Psychology, or related field preferred
- At least 4 years of experience in Customer Success and Account Management, Business Development, or a similar role with at least 2 years of experience in Enterprise or B2B account management.
- Experience in B2B Tech or Healthcare Technology industries preferred
- Bachelor's degree in Business Management, Administration, Psychology, or related field preferred
- At least 4 years experience in Customer Success and Account Management, Business Development, or a similar role with at least 2 years of experience in Enterprise or B2B account management.
- Experience in B2B Tech or Healthcare Technology industries preferred
