Customer Success Executive

PatientPoint®

Phoenix (AZ)

Hybrid

USD 70,000 - 100,000

Full time

17 hours ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Hybrid work options

Flexible time off

Mental health resources

401K plan

Job summary

PatientPoint is seeking a Customer Success Executive to maximize product value for provider offices, manage onboarding and ongoing support, and drive engagement and retention.

You will act as a trusted advisor, build strong relationships, optimize customer experience, and collaborate with sales, technical support, product, and operations to resolve issues and identify growth opportunities.

Qualifications

Experience in customer success, account management, or related customer-facing role preferred.
Proven ability to manage customer relationships with a solution-oriented mindset.
Excellent communication skills tailored to end users, office managers, and executives.
Ability to manage multiple priorities and deliver timely results.

Responsibilities

Manage the complete service lifecycle from onboarding through implementation and ongoing support.
Troubleshoot hardware and software issues using training and resources.
Deliver product training to drive adoption and successful implementation.
Act as trusted advisor and build strong customer relationships.
Monitor account health, usage trends, and feedback to identify risks and growth opportunities.
Partner with cross-functional teams to escalate and resolve complex issues.
Lead proactive cadence calls to demonstrate value and future opportunities.
Contribute insights to continuous product and process improvements.

Skills

Customer success

Account management

Communication skills

CRM proficiency

Problem solving

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.

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 **escalate** 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 ofbehavior-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 drivehealthier decisions and better outcomes. Learn more atpatientpoint.com.