Customer Success Executive — Hybrid Health Tech Impact

PatientPoint®; Phoenix (AZ); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work options

401K plan

Mental wellness resources

Flexible time off

Job summary

PatientPoint is seeking a Customer Success Executive to maximize product value for provider offices nationwide. You will guide onboarding through implementation, promote adoption, and act as the trusted advisor to drive engagement and retention.

You will collaborate with sales, technical support, product, and operations to resolve complex issues, monitor health metrics, and identify growth opportunities while delivering an exceptional customer experience at every touchpoint.

Qualifications

• 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.

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.
• 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

Relationship management

Problem solving

Communication

Customer success

CRM software (Salesforce)

Tools

Salesforce

Job description

PatientPoint is seeking a Customer Success Executive to maximize product value for provider offices nationwide. You will guide onboarding through implementation, promote adoption, and act as the trusted advisor to drive engagement and retention.

You will collaborate with sales, technical support, product, and operations to resolve complex issues, monitor health metrics, and identify growth opportunities while delivering an exceptional customer experience at every touchpoint.