Customer Success Manager

Ecp123; Milwaukee, Northern (WI, KY); On-site; USD 70,000 - 110,000; Full time

Job summary

ECP is a market-leading SaaS provider focused on improving outcomes for senior living communities. We are seeking a Customer Success Manager who will be the main point of contact to maximize product adoption, monitor account health, and build trusted relationships.

The role supports a fully remote arrangement while being based out of Milwaukee, with a strong emphasis on cross-functional collaboration and scalable processes.

Qualifications

• Bachelor's degree required.
• 2–5 years in SaaS Success/Inside Sales or related roles.
• Proactive mindset with outbound outreach experience.
• Strong CRM/data analytics skills with metrics.
• Independent and structured, capable of building processes.
• Cross-functional collaboration with Sales, Product, Support, and Marketing.
• Bonus: SaaS onboarding, retention campaigns, renewals experience.
• Solutions-oriented, detail-focused, able to multitask.

Responsibilities

• Drive Customer Value through success check-ins and outreach campaigns to maximize adoption.
• Collaborate with Sales, Product, Support, and Marketing to ensure excellent customer experiences.
• Analyze usage data to diagnose friction and coordinate solutions during adoption dips.
• Serve as a product expert guiding customers on best practices with ECP features.
• Address pricing questions, churn flags, and escalations with constructive discussions.
• Develop playbooks, outreach sequences, and retention flows to scale success.

Skills

SaaS CS

CRM tools

Communication

Analytical thinking

Education

Bachelor's degree

Tools

Salesforce

Gainsight

HubSpot

Excel

SQL

Job description

ECP is a market-leading SaaS solution that enables senior living communities to better care for their residents. ECP is used in over 8,500 communities around the world. We're looking to further expand by increasing the number of customers that use our software and increasing the scope of how we serve our customers by developing and releasing new products. Senior living is deeply underpenetrated with software, and ECP is one of the industry's largest and fastest-growing software companies. Our mission is to build world-class software that improves the quality of life for seniors and improves clinical, business, compliance, and operational performance for our customers.

We are looking for a solutions-oriented Customer Success Manager to join our team. You’ll be the voice and main point of continuous value for our customers. You’ll proactively engage users to maximize product adoption, identify growth opportunities, track the health of customer accounts, and forge strong customer relationships. You’ll build trusted relationships with customers by proactively monitoring engagement, identifying opportunities to improve adoption and outcomes, and helping customers navigate challenges before they become barriers to success. From billing questions and process issues to product guidance and account concerns, you’ll act as a reliable point of contact who helps customers feel supported, informed, and confident in their partnership with us. Success in this role requires a balance of empathy, communication, organization, and problem-solving. You’ll collaborate cross-functionally to advocate for customer needs, improve the customer experience, and contribute to scalable processes that strengthen long-term customer satisfaction and retention.

We’re seeking a champion who aims to maximize lifetime value, nurture active partnerships, and shape how we deliver value at scale. This is a chance to build systems, influence cross-functional strategies, and see real impact on thousands of customer' lives.

Our team is based in Milwaukee, but we are open to this position being fully remote.

• Drive Customer Value: Schedule success check-ins and outreach campaigns to ensure customers fully leverage key modules—CRM, eMAR, EHR, Billing, Move-Ins.
• Partner and communicate cross-functionally with internal teams to ensure world-class experiences for our customers throughout their lifecycle
• Momentum Management: Catalyze usage during adoption dips—analyze data, diagnose friction, and coordinate solutions
• Serve as a product expert, guiding customers on best practices and helping them leverage ECP features to overcome challenges
• Issue Resolution: Respond swiftly to pricing queries, churn flags, and support escalations, turning challenges into constructive conversations
• Playbook Development: Build and evolve outreach sequences, adoption frameworks, negotiation scripts, objection-handling guides, and retention flows
• Ensure that all customers derive maximum value from their investment with ECP, leveraging success plans to demonstrate ROI
• Strategically guide clients on how our tools and partnership can impact their business to secure their top initiatives
• Customer Advocacy: Collect feedback, spotlight success stories, and facilitate case studies to amplify customer voice
• Take client satisfaction to the next level by acting as your clients' internal advocate
• Be an exceptional communicator not only towards the customer, but internally too, to appropriately manage customer concerns and needs

• Experience in SaaS Success/Inside Sales: 2–5 years in roles like CSM, SDR, retention, or customer growth—especially in high-volume outreach environments.
• Bachelor's degree required
• Proactive mindset: Comfortable cold outreach—calls, emails, demos—with a track record of converting conversations into outcomes
• Analytical edge: Familiarity with CRM/reporting tools—Salesforce, Gainsight, HubSpot, or Excel/SQL—to monitor patterns and derive insights. Strong at asking good questions, active listening, and navigating sensitive discussions (billing, churn, pricing)
• Independent & structured: A self-starter who thrives in building processes and working without micromanagement
• Belief in cross-functional teamwork with Sales, Product, Support, and Marketing to drive customer success.
• Bonus: Hands-on with SaaS onboarding, value realization, retention campaigns, or renewals management.
• Solution-oriented attitude, attention to detail, resourcefulness, and a strong ability to multitask
• Superior internal/external customer service and strong collaboration skills
• Early adopter of tools to streamline workflows
• Ability to craft written and visual materials in alignment with company brand guidelines and tone
• Proven problem-solving abilities and a solutions-oriented mindset
• Enthusiasm for healthcare, especially senior healthcare or healthcare for those with intellectual and developmental disabilities