Customer Success Executive - Hybrid HealthTech Growth

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

Benefits offered by this job

Hybrid work options

Flexible time off

Wellness resources

401K plan

Job summary

PatientPoint, Inc. is seeking a Customer Success Executive to ensure customers maximize value from our products and to manage the full service lifecycle from onboarding to ongoing support.

You will partner with provider offices to understand their needs and identify opportunities to expand value. You will lead proactive cadence calls, train customers on product features, and act as a trusted advisor to promote engagement, retention, and growth across a nationwide network of physician offices.

Qualifications

• Service-oriented with ownership and accountability.
• Curious, eager to learn, and adaptable in fast-changing environments.
• Ability to simplify complex issues and explain solutions clearly.
• Strong organizational skills with attention to detail and follow-through.
• Proficiency with CRM and customer success tools (e.g., Salesforce).
• Collaborative mindset with the ability to work across teams and influence without authority.
• Entrepreneurial spirit with proactive approach to improvement and growth.
• Balance empathy with driving business outcomes.

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

Customer relationships

Problem-solving

Communication

CRM

Cross-functional collaboration

Self-motivation

Tools

Salesforce

Job description

PatientPoint, Inc. is seeking a Customer Success Executive to ensure customers maximize value from our products and to manage the full service lifecycle from onboarding to ongoing support.

You will partner with provider offices to understand their needs and identify opportunities to expand value. You will lead proactive cadence calls, train customers on product features, and act as a trusted advisor to promote engagement, retention, and growth across a nationwide network of physician offices.