Client Success Associate

Sage; New York (NY); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Stock options

Health, dental, and vision insurance

7 paid holidays

Winter break

Up to 2 remote days per week

Job summary

Sage, a NY-based software company improving care for older adults, seeks a Client Success Associate to drive adoption of Sage Core, Sage Detect, and Sage Insight. You’ll monitor engagement, provide proactive support, and use data-driven insights to improve outcomes for communities and caregivers.

Hybrid work with opportunities for remote days supports collaboration with cross-functional teams. Join a small, ambitious team focused on measurable ROI and user-centric success, delivering training

Qualifications

• 2–4 years in a customer-facing role (Customer Success, Account Management or similar).
• Proven ability to build and maintain client relationships.
• Customer-first mindset with a passion for enabling technology-driven success.
• Strong analytical and problem-solving skills with data-driven insights.
• Comfort using data analytics and visualization tools to track success metrics.
• Excellent written and verbal communication; able to engage clients effectively.
• Collaborates across Sales, Product and Marketing to advocate for customers.

Responsibilities

• Act as primary point of contact for clients at the community level; provide training and support as needed.
• Surface Sage super-users to communities and campaigns for engagement.
• Identify at-risk communities and address churn or disengagement proactively.
• Ensure measurable ROI by leveraging Sage data for operational decisions.
• Drive adoption and engagement by delivering personalized, data-driven recommendations.
• Collaborate with Product, Support and Sales to relay customer feedback and feature requests.
• Train community managers on Sage Analytics to enable data-driven operations.

Skills

Customer relationships

Analytical thinking

Data analytics tools

Communication skills

Data-driven decisions

Team collaboration

Problem solving

Tools

Google Analytics

Tableau

Excel

Gainsight

HubSpot

Zendesk

Salesforce

Job description

Sage is on a mission to improve care and quality of life for older adults, starting with those residing in senior living facilities. Falls are the leading cause of injury-related death among adults over 65. And yet, fall prevention and emergency response systems for older adults are archaic and ineffective. At Sage we've built a more modern way of understanding when older adults need help, including methods for residents to alert caregivers when in need of help, and corresponding software for caregivers to triage response. Our company mission is to create a product that our client counterparts love, and this role is a key part of that objective.

Sage is a small, tight team of ambitious, multi-disciplinary entrepreneurs. We are a software-enabled, mission-driven company, and are focused only on the problems that are central to achieving that mission. At Sage, we work hard and fast but also know that to build a truly important company, we need to treat our work as a marathon, and not a sprint. The journey matters.

About this Role

As part of our Client Success team, you'll play a critical role in supporting and nurturing the adoption of Sage among our end user community. You’ll use data to identify key trends, challenges, and opportunities, working closely with clients to foster a positive user experience and ensure our product helps them achieve their goals.

We’re seeking a Client Success Associate who is passionate about user engagement and data analysis. In this role, you will focus on driving the adoption of Sage’s Care Platform offerings: Sage Core, Sage Detect, and Sage Insight. Your responsibilities will include providing proactive support, monitoring user engagement, and using data-driven insights to help communities maximize the value of Sage. You’ll work closely with community management to build relationships, encourage best practices, and enable action upon data-driven recommendations to support their operational efficiency.

This is a dynamic, fast-paced, and data-focused role ideal for someone who is both customer-oriented and comfortable working with metrics and analytics to improve client outcomes

Responsibilities

• Client Management:
• Act as a primary point of contact for clients at the community level; regularly checking in with community leadership to ensure they are satisfied with the product and offer support or training as needed.
• Surface identified Sage super-users/champions to the Community and Marketing teams for potential involvement in various campaigns, webinars, training sessions, etc.
• Identify at-risk communities and work proactively to address potential issues that could lead to churn or disengagement.
• Ensure communities achieve measurable ROI by leveraging Sage data to make operational decisions.
• Surface opportunities for communities to increase care revenue, reduce liability, and improve operational efficiencies, and ensure action is taken on such recommendations.
• Train community management on the Sage Analytics platform, ensuring adoption and understanding of how to leverage the data to support their overall operations.
• Proactively reach out to communities based on usage data to provide assistance, share best practices, or resolve any challenges preventing full product adoption.
• Engagement and Adoption:
• Drive user engagement and product adoption within client communities by building strong, trust-based relationships with users.
• Monitor app usage patterns and identify areas where clients can improve their engagement with the platform.
• Use data and client feedback to deliver personalized recommendations that increase adoption and ensure clients are realizing the full potential of the product.
• Cross-Functional Collaboration:
• Work closely with the broader Client Success team, Product, and Support teams to relay customer feedback, product challenges, and feature requests.
• Share valuable insights and best practices with internal teams to enhance overall customer experience and improve the onboarding process.

Minimum Qualifications

• 2-4 years of experience in a customer-facing role (Customer Success, Account Management, or similar).
• Proven experience building and maintaining client relationships
• A customer-first mindset with a passion for helping others succeed through the use of technology.
• Strong analytical and problem-solving skills, with the ability to analyze customer data and translate it into actionable insights.
• Comfortable using data analytics and visualization tools (e.g., Google Analytics, Tableau, Excel, etc.) to track customer success metrics and create reports.
• Excellent communication skills, both written and verbal, with the ability to engage and support clients effectively.
• Familiarity with data-driven decision-making, customer success metrics, and tracking product usage.
• Ability to collaborate across teams (Sales, Product, Marketing) and advocate for customer needs internally.

Preferred Qualifications

• Healthcare or healthtech experience a plus.
• Familiarity with customer success tools (e.g., Gainsight, HubSpot, Zendesk) and CRM platforms (e.g., Salesforce).

Benefits and Pay

Our headquarters are located in New York City's Union Square. We believe in cross team collaboration. We think good ideas can come from anyone, and we've designed our processes to encourage participation from all. While we take our mission seriously, we don't take ourselves too seriously. We like to host offsites, outings, and team meals where we can connect as people, not just as colleagues. We offer office lunch and a fully stocked snack bar. While we are an in office culture, we allow up to 2 remote days per week.

Our benefits package for employees includes competitive base compensation along with stock options. The expected annual salary range for this role is $75,000 to $100,000 USD, depending on your level of expertise, your experience, and your performance in the interview process. We also provide fully-paid health and dental insurance coverage for all of our employees, along with other health benefits including vision insurance, membership to premium primary and urgent care, and online medical health providers. We also have a take as you need time off policy, in addition to 7 paid holidays and a company wide winter break during the holidays.

EEO Statement

Sage is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Sage makes hiring decisions based solely on qualifications, merit, and business needs at the time.