Customer Success Executive — HealthTech, Hybrid Role

PatientPoint, Inc.; Dallas (TX); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work options

401K plan

Wellness resources

Job summary

PatientPoint, Inc. in the United States is seeking a Customer Success Executive to ensure customers maximize value from our digital health products and to drive engagement and retention.

You will onboard, implement, troubleshoot, train, and advocate for customers, partnering with provider offices to understand needs and expand value. This role builds trusted relationships, monitors account health, and collaborates with sales, support, product, and operations to deliver exceptional outcomes and

Qualifications

• Proven ability to manage customer relationships with a solution-oriented mindset.
• Strong critical thinking and problem-solving skills; able to learn technical concepts.
• Excellent communication; tailor messaging to diverse stakeholders.
• Experience in customer success, account management, or related role preferred.
• Able to manage multiple priorities and deliver timely results.

Responsibilities

• 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.

Skills

Customer relationships

Problem solving

Communication

Experience in customer success

CRM (Salesforce)

Cross-functional collaboration

Tools

Salesforce

Job description

PatientPoint, Inc. in the United States is seeking a Customer Success Executive to ensure customers maximize value from our digital health products and to drive engagement and retention.

You will onboard, implement, troubleshoot, train, and advocate for customers, partnering with provider offices to understand needs and expand value. This role builds trusted relationships, monitors account health, and collaborates with sales, support, product, and operations to deliver exceptional outcomes and