Client Success Manager

Aesthetix CRM LLC.; United States; Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Fully remote

Competitive salary

Paid time off

Justworks payroll

Product training

Growth opportunities

Job summary

Aesthetix CRM, the CRM and marketing automation platform for medical aesthetics, seeks a Client Success Manager to own a book of accounts after onboarding and ensure measurable value for each practice.

You'll conduct structured success reviews, audit workflows, pipelines, forms, and automations, troubleshoot integrations, and spot expansion opportunities while collaborating with Onboarding, Support, and Training teams. This is a fully remote role.

Qualifications

• 2+ years in a client success, account management, or implementation role at a SaaS company.
• Strong hands-on experience building in a CRM: workflows, automations, pipelines, forms, and custom fields.
• Familiarity with HIPAA and handling patient data responsibly is a plus.

Responsibilities

• Own the post-onboarding relationship for a portfolio of med spa and plastic surgery accounts, from go-live through renewal.
• Run structured success reviews at key milestones, showing clients the results the CRM is producing and where they can get more.
• Work hands-on inside client accounts: auditing and adjusting workflows, pipelines, forms, calendars, and automations.
• Diagnose issues across integrations, messaging, phone setup, and attribution, and resolve them yourself or elevate with a clear, documented case.
• Monitor account health and usage, spot at-risk accounts early, and act before a client disengages.
• Identify expansion opportunities and partner with leadership to close them.

Skills

CRM proficiency

Project management

Strong written communication

Ability to learn complex platform

Troubleshooting independently

Education

2+ years in a client success role in SaaS

Tools

GoHighLevel

ClickUp

Job description

About Aesthetix CRM

Aesthetix CRM is the CRM and marketing automation platform built specifically for medical aesthetics. More than 400 med spas, plastic surgery practices, and multi-location aesthetics groups use Aesthetix to capture leads, convert them into booked patients, and bring existing patients back. We connect to the EMRs practices already run on (Zenoti, Boulevard, PatientNow, ModMed, Nextech, Meevo, and others) so every message, automation, and report is tied to real patient and revenue data. We're a lean, fast-moving team, and every person here has a direct impact on how our clients grow.

Position Description

As a Client Success Manager, you own a book of Aesthetix CRM accounts after onboarding and are responsible for making sure each one gets measurable value from the platform. You are the practice's go-to product expert: when a client gets on a call with you, they leave with something fixed, built, or improved, not just a list of next steps.

What you'll do:

• Own the post-onboarding relationship for a portfolio of med spa and plastic surgery accounts, from go-live through renewal
• Run structured success reviews at key milestones, showing clients the results the CRM is producing (lead response, bookings, reactivations, revenue) and where they can get more
• Work hands-on inside client accounts: auditing and adjusting workflows, pipelines, forms, calendars, and automations so they match how the practice actually operates
• Diagnose issues across integrations, messaging, phone setup, and attribution, and resolve them yourself or elevate with a clear, documented case
• Monitor account health and usage, spot at-risk accounts early, and act before a client disengages
• Identify expansion opportunities (additional locations, Aesthetix Activate, custom builds, add-ons) and partner with leadership to close them
• Turn 1:1 calls into real progress by coming prepared with account context, data, and a specific plan
• Collaborate closely with Onboarding, Support, and Training to ensure smooth handoffs and consistent client experience
• Keep clean, current records of client interactions, goals, and success plans

• 2+ years in a client success, account management, or implementation role at a SaaS company, ideally with CRM or marketing automation software
• Strong hands‑on experience building in a CRM: workflows, automations, pipelines, forms, and custom fields. GoHighLevel experience is a major plus
• Ability to learn a complex platform deeply and quickly, and to explain it clearly to non-technical practice owners and front‑desk staff
• Comfortable troubleshooting independently: reading workflow logs, tracing a contact's history, and narrowing down what broke and why
• Working knowledge of SMS/email marketing, lead nurture, and basic marketing attribution (UTMs, ad platform conversions)
• Confidence leading client calls, including tough conversations about expectations, adoption, or results
• Highly organized, able to manage many accounts at once without letting follow-ups slip
• Experienced in project management and digital PM tools like Clickup
• Strong written communication
• Experience in medical aesthetics, healthcare, or with EMR/practice management systems is strongly preferred
• Familiarity with HIPAA and handling patient data responsibly is a plus

• Fully remote position
• Competitive base salary ($70,000 - $95,000 band)
• Paid time off and paid company holidays
• Payroll and HR administered through Justworks
• Ongoing product training and direct access to leadership
• The chance to shape a young CSM function and grow with a company scaling quickly in a niche it leads