Customer Success Manager – Health Tech | Unite Us

Unite Us; United States; Remote; USD 75,000 - 88,000; Full time

Benefits offered by this job

Flexible PTO

WFH equipment provided

401(k) matching

Medical, Dental, Vision

Paid holidays

Parental leave

ERGs

Job summary

Unite Us is seeking a mid-level Customer Success Manager (Digital) to manage a large portfolio with a tech-touch, scalable approach. You will drive platform adoption, onboarding workflows, and segmented engagement at scale, while owning GRR and CSQL metrics to grow revenue in a remote U.S.

setting. This Florida-based opportunity emphasizes a mission-driven health-tech startup environment, flexible PTO, comprehensive benefits, and 10% travel.

Qualifications

• 2–4 years of customer success or related work experience
• Experience managing revenue and an ability to learn new technologies
• Experience in process development and resource creation/management
• Analytical ability to leverage data to drive creative decisions and recommendations

Responsibilities

• Manage a high-volume, tech-touch book of business using a "one-to-many" approach
• Deliver onboarding workflows and strategies based on network use cases
• Segment your book and develop strategic plans delivering customer value at scale
• Proactively leverage a matrix account team to develop and manage sales pipeline
• Build targeted cadences to drive maturity and expansion across segments and personas
• Leverage Salesforce to create innovative workflows that automate key account engagement
• Understand the product to teach customers how to use it and make recommendations
• Own GRR & CSQL metrics and how they influence your book of business
• Be innovative and develop new models to drive user adoption
• Collaborate cross-functionally for a seamless customer experience

Skills

Salesforce automation

GRR ownership

CSQL metrics

Digital playbook

Cross-functional collaboration

Tools

Salesforce

Automation workflows

Job description

Customer Success Manager – Health Tech | Unite Us in Athens

This is a solid mid-level Customer Success role at a mission-driven health-tech startup (founded 2013, still growing) targeting the intersection of healthcare and social services. The "Digital" CSM designation signals a scaled, tech-touch model — you'll manage a large portfolio using automation and data, rather than high-touch 1:1 relationships, which is an increasingly in-demand CSM specialization.

Compensation context: The $75K–$87.5K range is on the lower end for CSM roles in SaaS nationally (industry median for 2–4 years experience is ~$85K–$105K), but Florida's no-state-income-tax environment partially offsets this gap. If career growth and mission matter more than top-of-market pay, this can still be compelling.

• Salesforce automation and workflow design — highly transferable across SaaS industries
• GRR and CSQL metric ownership — revenue accountability skills that open doors to Senior CSM and CS leadership roles
• Digital/scaled customer success playbook building — a niche but growing discipline
• Cross-functional collaboration in a startup environment

Green flags: Flexible PTO, strong benefits stack, immediate 401(k) vesting, WFH equipment provided, and a clear social impact mission. Watch out for: "high growth and fast-paced" language can signal high churn and pressure. The 10% travel requirement and background check are standard. Overall, a strong stepping stone toward a Senior or Strategic CSM role within 2–3 years.

Department: Customer Success
Position: Customer Success Manager, Digital – Florida

The Customer Success Manager (Digital) will have a strong mind for handling client needs, as well as a deep understanding of how to use digital tools to achieve customer satisfaction at scale. This individual will be responsible for managing and retaining a large portfolio of customers, contributing to driving network engagement and filling gaps with new & existing customer geographies by providing agnostic engagement bandwidth to facilitate partner onboarding with a focus on platform adoption. This role requires someone with a creative and strategic mindset, who is customer and team-oriented and has the ability to thrive in a high-growth, fast-paced company environment.

What You'll Do:

• Manage a high-volume, tech-touch book of business using a "one-to-many" approach
• Deliver best practices for workflows and onboarding strategies, based on specific network use cases, innovative engagement approaches, and an understanding of related tools
• Segment your book of business and develop strategic plans that deliver customer value at scale
• Proactively leverage a matrix account team to develop and manage sales pipeline and enhance customer relationships and value
• Build and own targeted cadences to effectively drive maturity and expansion across different customer segments and personas
• Leverage Salesforce to create innovative workflows that automate key account engagement activities
• Understand the product to teach customers how to use it and make recommendations for additional products & services
• Own a number – understand GRR & CSQL metrics and how they play into your Book of Business
• Be innovative and think outside the box when it comes to developing new models that drive user adoption
• Collaborate cross-functionally to create a seamless customer experience for your portfolio and identify upstream/downstream inefficiencies
• Assist with the development of systems, programs, and educational materials that will maximize performance on all related program metrics
• Lead discussions around forecasting and pipeline status with internal stakeholders

You're a great fit for this role if:

• 3+ years of professional work experience suggested
• 2–4 years of customer success or related work experience preferred
• Experience managing revenue and an ability to learn new technologies
• Experience in process development and resource creation/management
• Analytical ability to leverage data to drive creative decisions and recommendations

Our Mission:

Unite Us ' mission is to unlock the potential of every community. Our co-founders started Unite Us in 2013 to serve the people they served with. They witnessed firsthand the barriers and inefficiencies in trying to navigate health and social services, and set out to improve that experience for veterans and their families. Unite Us quickly expanded to serving all people who need connections to care across our country. Through Unite Us' national network and software, community-based organizations, government agencies, and healthcare organizations are all connected to better collaborate to meet the needs of the individuals in their communities. We drive the collaboration to predict, deliver, and pay for services that impact whole-person health. If you want to do well and do good, join Unite Us.

Environmental Job Requirements and Working Conditions:

• This position is remote, U.S.-based. Candidate must live in or around the state of Florida to be considered.
• The target pay range for this role is: $75,000–$87,500. This salary range represents our target hiring range for this role. The proposed salary will be dependent on the candidate's skills, experience, and competencies, as well as location.
• This position may require 10% travel
• All team members will be required to pass a background check which includes criminal, employment, and education verification

Benefits provided by Unite Us:

Medical, Dental, and Vision
We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.

Wellness
Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.

Flexible Time Off
Take what you need, including volunteer days and mental health days. We also offer 14 paid, company-wide holidays.

Paid Parental Leave
Adoptive parents are included.

Employee Resource Groups
Choose to join any of our ERGs, which celebrate and support a diverse and inclusive workplace.

Spending Accounts
We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits.

401(k) + Employer Match
Enjoy matching, immediate vesting, and financial wellness resources.

Additional Benefits

• Life and AD&D – a company-paid benefit, with the option to purchase additional coverage for yourself and your dependents
• Disability Coverage
• Pet Insurance
• Work-from-home equipment provided (computer, mouse, keyboard, and other approved WFH supplies)

Unite Us is committed to building a diverse team and fostering an inclusive culture, and is proud to be an equal opportunity employer. We embrace and encourage our employees' differences in race, religion, color, national origin, gender, family status, sexual orientation, gender identity, gender expression, age, veteran status, disability, pregnancy, medical conditions, and other characteristics. If you require assistance in applying for open positions due to a disability, please email us at [e-mail] to request an accommodation.

Is this Customer Success Manager role fully remote? Yes, this is a remote, U.S.-based position. However, candidates must live in or around the state of Florida to be considered — it is not open to applicants outside Florida. What is the salary range for this role? The target pay range is $75,000–$87,500 annually. The final offer depends on the candidate's skills, experience, competencies, and location within Florida. How much travel is required for this position? This position may require approximately 10% travel, which equates to roughly 4–5 weeks of travel per year. What experience is required to apply for this role? Unite Us suggests 3+ years of professional work experience overall, with 2–4 years specifically in customer success or a related field preferred. Experience managing revenue and working with digital tools is also valued. Does Unite Us provide equipment for remote work? Yes, Unite Us provides all necessary WFH equipment including a computer, mouse, keyboard, and other items on their approved work-from-home supplies list.

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