Customer Success Manager

Optivate; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Medical, Dental, Vision

401(k)

Generous PTO

Growth opportunities

Job summary

Optivate is a leading healthcare technology provider delivering ophthalmology-specific software solutions that streamline clinical workflows and practice management. We are seeking a Customer Success Manager to manage post-go-live relationships and drive measurable value from our platform.

You will own a portfolio of practices, guide adoption through training, monitor health metrics, and collaborate with onboarding, support, product, and revenue teams to ensure a seamless customer experience and

Qualifications

• 2+ years in customer success or related roles in SaaS or healthcare tech.
• Portfolio management with measurable outcomes and adoption focus.
• Consultative communication with clinical and business stakeholders.
• Tech-savvy and quick to learn software solutions.
• Highly organized with strong time management and follow through.
• Experience with CRM tools in fast-moving environments.

Responsibilities

• Own the relationship for a portfolio of customers after go-live.
• Deliver ongoing training, guidance, and success check-ins.
• Monitor account health, usage patterns, and customer sentiment.
• Create customer success plans with measurable outcomes and value.
• Collaborate with onboarding, support, training, product, and revenue teams.
• Support renewal readiness and demonstrate clear value.
• Identify expansion opportunities with sales and execute next steps.
• Capture customer feedback and deliver insights to product ops.
• Maintain accurate documentation of activities and risks in CRM.

Skills

Customer success

Account management

SaaS experience

Healthcare tech

CRM systems

Communication

Time management

Education

Bachelor’s degree in business or healthcare administration

Tools

HubSpot

Salesforce

Job description

Optivate is a leading provider of healthcare technology software solutions purpose-built for ophthalmologists and eye care specialists. The company's solutions, which include EMR, practice management, patient engagement, image management, and RCM and billing services are designed to streamline clinical documentation workflows and improve daily practice efficiencies for eye care professionals.

Position Summary

The Customer Success Manager (CSM) is responsible for managing ongoing customer relationships after go-live and ensuring customers achieve measurable value from Optivate's platform. The role focuses on driving adoption, engagement, satisfaction, and retention across a portfolio of practices. The CSM serves as the primary point of contact for customer relationships and ongoing success, supports renewal readiness, and identifies growth opportunities. The CSM partners closely with onboarding, support, product, and revenue teams to deliver a high-quality, unified customer experience.

Key Responsibilities

• Serve as the primary relationship owner for a portfolio of customers after go live
• Drive product adoption by delivering ongoing training, guidance, and success check-ins
• Monitor account health, usage patterns, and customer sentiment and act early on risks or barriers
• Create and maintain customer success plans focused on measurable outcomes and value realization
• Partner with onboarding, support, training, product, and revenue teams to ensure seamless customer experience
• Support renewal readiness by documenting outcomes and ensuring customers see clear value
• Identify expansion opportunities and collaborate with sales on upsell and growth initiatives
• Identify upsell and expansion opportunities and coordinate with sales to execute next steps
• Capture customer feedback and deliver insights to product operations
• Maintain accurate documentation of activities, risks, and progress in CRM

Qualifications

• 2+ years of experience in customer success, account management, implementation, or client-facing roles within SaaS or healthcare technology
• Proven ability to manage a portfolio of customers while driving adoption, satisfaction, and measurable outcomes
• Strong consultative communication skills with the ability to engage both clinical and business stakeholders
• Tech-savvy with the ability to quickly learn and explain software solutions
• Highly organized with strong time management, prioritization, and follow through
• Comfortable operating in a fast moving environment with evolving processes and cross functional dependencies
• Experience using CRM systems such as HubSpot or Salesforce
• Bachelor’s degree in business, healthcare administration, or equivalent professional experience

What We Offer

• Competitive base salary plus performance-based bonus
• Remote work model with flexibility and work-life balance
• Comprehensive benefits including medical, dental, vision, and 401(k)
• Generous paid time off and holiday schedule
• Opportunity to grow within a mission-driven and innovative healthcare tech company

The pay range for this role is:

50,000 - 80,000 USD per year (Remote (United States))