Customer Success Executive

PatientPoint®

Dallas (TX)

Hybrid

USD 70,000 - 100,000

Full time

21 hours ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Hybrid work options

401K plan

Wellness resources

Job summary

PatientPoint® is seeking a Customer Success Executive to ensure customers maximize value from our digital health products. You will manage onboarding, implementation, and ongoing issues while promoting engagement and retention.

Act as the customer's advocate, partnering with provider offices to tailor experiences and uncover opportunities for expanded value. You’ll collaborate with sales, technical support, product, and operations to address needs, monitor usage trends, and lead proactive

Qualifications

Proven ability to manage customer relationships with a solution-oriented mindset.
Strong critical thinking and problem-solving skills; able to learn technical concepts quickly.
Excellent communication; tailor messaging to end users, managers and executives.
Experience in customer success, account management, or related role preferred.
Ability to manage multiple priorities and deliver timely results.
Passion for driving customer engagement, retention, and growth.

Responsibilities

Manage the complete service lifecycle from onboarding to implementation and issue resolution.
Troubleshoot hardware and software issues with trained resources and logic.
Lead product training and adoption to maximize feature usage and value.
Act as trusted advisor, build relationships, and deliver exceptional customer experience.
Monitor account health, usage trends, and feedback to identify risks and growth opportunities.
Collaborate cross-functionally with sales, tech support, product and operations.
Lead proactive cadence calls and strategic conversations to show value and outcomes.
Share customer insights to drive product and process improvements.

Skills

Customer relationships

Problem solving

Communication

Cross-functional collaboration

Training

Tools

Salesforce

Job description

Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.

Customer Success Executive

Job Summary

The Customer Success Executive ensures customers get the most from our products, manages all aspects of service from setup to troubleshooting, and promotes engagement and retention. As the primary customer advocate, Customer Success Executive partners with provider offices to understand their needs, optimize their experience, and identify opportunities to expand value.

What You’ll Do

Manage the complete service and connectivity device lifecycle, from onboarding through implementation, ensuring smooth operation and timely resolution of issues.
Troubleshoot and resolve hardware and software issues by applying training, resources, and logical problem-solving skills.
Accountable for product training and adoption by proactively engaging customers to drive full and effective use of product feature and functionality. This requires determining the optimal training method for each office and ensuring successful implementation.
Serve as the customer’s trusted advisor, building strong relationships and delivering an exceptional customer experience at every touchpoint.
Monitor account health, usage trends, and feedback to identify risks to retention and opportunities for growth.
Partner cross-functionally with internal teams (sales, technical support, product, operations) to elevate and resolve complex issues.
Lead Proactive Cadence Calls and other strategic customer conversations to highlight value, outcomes, and future opportunities.
Contribute to continuous improvement by sharing customer insights and recommending enhancements to products and processes.

What We Need

Proven ability to manage customer relationships with a solution-oriented and customer-first mindset.
Strong critical thinking and problem-solving skills; comfortable learning and applying technical knowledge through training.
Excellent communication skills, with the ability to tailor messaging to end users, office managers, and executives.
Experience in customer success, account management, or related customer-facing role preferred.
Ability to independently manage multiple priorities, remain calm under pressure, and deliver timely results.
A passion for driving customer engagement, retention, and growth.

What You’ll Need to Be Successful

Service-oriented with a strong sense of ownership and accountability.
Naturally curious, eager to learn, and adaptable in fast-changing environments.
Ability to simplify complex issues and explain solutions in clear, approachable language.
Strong organizational skills with attention to detail and follow-through.
Proficiency with CRM and customer success tools (e.g., Salesforce) a plus.
Collaborative mindset with the ability to work effectively across teams and influence without direct authority.
Entrepreneurial spirit with a proactive approach to identifying opportunities for improvement and growth.
Demonstrated ability to balance empathy with driving business outcomes.

About PatientPoint:

PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and healthbrands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more atpatientpoint.com.