Customer Success Manager

RLDatix; Lehi (UT); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K

Paid time off

Paid holidays

Job summary

RLDatix in Lehi, Utah is seeking a US-based Customer Success Manager. You will own a portfolio of named accounts, drive retention, adoption, and growth for RLDatix Patient Experience & Growth solutions, and serve as the primary relationship owner and internal advocate.

You will partner with implementation, support, sales, product, and leadership teams to translate product capabilities into measurable value for healthcare customers, while maintaining on-site presence in Utah.

Qualifications

• 3+ years of direct Customer Success experience in SaaS/healthcare tech
• Proven ability to own a customer book of business and drive retention and growth
• Ability to translate product capabilities into clear business value
• Comfort working on-site in Lehi, Utah (no relocation)
• Interest in helping healthcare organizations attract and retain patients; related experience is a plus
• Cross-functional collaboration with sales, support, implementation, product, and leadership teams

Responsibilities

• Own a portfolio of assigned customer accounts and drive retention by managing adoption, engagement, and renewal risk
• Identify opportunities for account growth and partner with sales to progress qualified opportunities
• Lead regular customer touchpoints, including check-ins, business reviews, and training conversations
• Analyze customer data and goals to guide account planning and proactive action plans
• Coordinate with implementation, support, sales, product, and leadership to meet customer needs across a multi-account portfolio

Skills

Customer Success

SaaS

Account Management

Healthcare Tech

Tools

Salesforce

Job description

Job Description

RLDatix (RLD) is on a mission to help raise the standard of care…everywhere. Trusted by over 10,000 healthcare organizations around the world, our solutions help improve health and care. Our applications ensure that patients receive the best and safest care while supporting the providers who deliver it.

Joining TeamRLD means being part of a global effort of over 2,000 team members in making a difference in healthcare…every day.

We're searching for a US-based Customer Success Manager to join our Patient Experience & Growth team in Lehi, Utah, so that we can help healthcare customers realize value from our solutions while driving retention, adoption, engagement, and account growth. The Customer Success Manager will own a portfolio of named, higher-value accounts (approximately 50 to 75, depending on complexity), serving as the primary relationship owner, advocate, and internal quarterback to build trusted relationships, identify risks early, and uncover expansion opportunities within existing accounts.

How You'll Spend Your Time

• Own a portfolio of assigned customer accounts and drive retention by proactively managing adoption, engagement, account health, and renewal risk
• Identify opportunities for account growth, including upsell and cross-sell signals, and partner with sales teams in order to progress qualified opportunities
• Lead regular customer touchpoints, including check-ins, business reviews, training conversations, and issue resolution, to help customers understand performance, outcomes, and value from RLDatix Patient Experience & Growth solutions
• Analyze customer data, usage, feedback, and business goals in order to guide account planning, stay close to customer risks, and coordinate proactive action plans that improve retention
• Partner cross-functionally with implementation, support, sales, product, and leadership teams to coordinate customer needs, resolve issues, and manage competing priorities across a multi-account portfolio

What Kind of Things We're Most Interested in You Having

• 3+ years of direct Customer Success experience, ideally within SaaS, healthcare technology, marketing technology, or a related environment
• Proven success owning a customer book of business and independently driving retention, engagement, adoption, and account growth across multiple stakeholders
• In-depth knowledge on how to translate product capabilities and customer data into clear business value, and how to manage a high-volume portfolio without losing sight of risks, follow-ups, or opportunities
• Ability to work on-site in Lehi, Utah on a daily basis (candidates must be local to Utah; this role is not currently planned as remote or relocation-based)
• Sincere interest in helping healthcare organizations attract, engage, and retain patients; experience with healthcare SaaS, marketing technology, reputation management, marketing attribution, or call tracking is a plus, as is comfort using AI-enabled workflows
• A knack for working cross-functionally with sales, support, implementation, product, and leadership teams, with a proactive, problem-solving mindset and familiarity with CRM systems such as Salesforce

By enabling flexibility in how we work and prioritizing employee wellness, we empower our team to do and be their best. Our benefits package includes health, dental, vision, life, disability insurance, 401K, paid time off, and paid holidays.

RLDatix is an equal opportunity employer, and our employment decisions are made without regard to race, color, religion, age, gender, national origin, disability, handicap, marital status or any other status or condition protected by Federal and/or State laws.

As part of RLDatix's commitment to the inclusion of all qualified individuals, we ensure that persons with disabilities are provided reasonable accommodation in the job application and interview process. If reasonable accommodation is needed to participate in either step, please don't hesitate to send a note to [e-mail].

Salary offers are based on a wide range of factors including location, relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also taken into consideration.