Customer Success Manager, Key

Modernizing-Medicine,-Inc.; Boca Raton (FL); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Paid time off

Hybrid/Remote options

LinkedIn Learning access

Job summary

ModMed is hiring a driven Customer Success Manager to join our high-performing team focused on helping customers maximize value from ModMed’s solutions by identifying workflow inefficiencies and driving adoption and retention.

You will act as the relationship owner between customers and internal stakeholders, with cross-functional collaboration and independent decision-making to optimize customer success processes.

Qualifications

• Bachelor's Degree required; 2-3 years of relevant work experience.
• Intermediate understanding of medical practice workflows and advanced product knowledge.
• Proficient in Salesforce, ChurnZero, PowerBI, and Google Drive.
• Ability to consult on EMA/PM workflows and answer advanced inquiries.
• Strong communication, teamwork, and organizational skills.

Responsibilities

• Serve as the primary contact and strategic consultant for assigned accounts.
• Proactively assess customer needs and recommend ModMed solutions to improve efficiency and outcomes.
• Manage escalations that impact customer satisfaction, adoption, and retention.
• Identify upsell opportunities and influence customer decision-making.
• Execute and support key Customer Success milestones and processes (EMA to EMA conversions, DDFE, license swaps).
• Create or revise SOPs and share knowledge with the team to improve operational excellence.
• Collaborate with internal teams and ensure timely follow-up on all customer issues and projects.

Skills

Salesforce

ChurnZero

PowerBI

Google Drive

EMA workflows

Qlik

JIRA

Education

Bachelor's Degree

Tools

Salesforce

ChurnZero

PowerBI

Qlik

JIRA

Job description

Join the Team Modernizing MedicineAt ModMed, we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This "for doctors, by doctors" philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.A Culture of ExcellenceWhen you join ModMed, you’re joining an award-winning team recognized for innovation and employee satisfaction. From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem-solvers on a mission to increase medical practice success and improve patient outcomes:Consistently ranked as a Top Place to Work2025 Globee Business Awards: Gold Globee for “Technology Team of the Year”2025 Black Book Awards: Ranked #1 EHR in 11 SpecialtiesFlorida Venture Forum: Venture-Backed Company of the YearWe are growing fast, thinking big, and we are just getting started.Ready to modernize medicine with us?Job Description Summary:ModMed is hiring a driven Customer Success Manager to join our positive, passionate, and high-performing key-account Customer Success team focused on helping customers maximize the value of ModMed’s solutions by identifying workflow inefficiencies, managing escalations, and driving adoption and retention. This is an exciting opportunity to serve as the primary relationship owner between our customers and internal stakeholders within a fast-paced Healthcare IT company that is truly Modernizing Medicine! In this role, you will act as an experienced, consultative professional responsible for a rotating book of business. This role requires an intermediate understanding of client needs, the ability to work cross-functionally, and the confidence to make decisions independently while continuously optimizing customer success processes.Your Role:Serve as the primary contact and strategic consultant for assigned accounts.Proactively assess customer needs and recommend ModMed solutions to improve efficiency and outcomes.Manage escalations that impact customer satisfaction, adoption, and retention.Identify upsell opportunities and influence customer decision-making.Execute and support key Customer Success milestones and processes (e.g., EMA to EMA conversions, DDFE, license swaps).Create or revise SOPs and share knowledge with the team to improve operational excellence.Collaborate with internal teams and ensure timely follow-up on all customer issues and projects.Skills & Requirements:Bachelor's Degree, preferred.2-3 years of relevant work experience.Intermediate understanding of medical practice workflows and advanced product knowledge.Proficient in Salesforce, ChurnZero (advanced), PowerBI, and Google Drive.Ability to consult on gaps in EMA/PM workflows and answer advanced inquiries.Strong navigation of Qlik and working knowledge of JIRA.Deep understanding of the customer lifecycle and success SOPs.Strong and professional presence.Excellent communication, teamwork, detailed-orientated and organized.Creative, resourceful, and adaptable to changing priorities.Critical thinker and confident problem solver.Self-motivated and driven to deliver resultsModMed Benefits Highlight: At ModMed, we believe it’s important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:United StatesComprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution,401(k): ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.Generous Paid Time Off and Paid Parental Leave programs,Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs,Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed,Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning,Global presence and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office-based roles and remote availability for some roles,Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.PHISHING SCAM WARNING: ModMed is among several companies recently made aware of a phishing scam involving imposters posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from ModMed without a formal interview process, and valid communications from our hiring team will come from our employees with a ModMed email address ([e-mail]). Please check senders’ email addresses carefully. Additionally, ModMed will not ask you to purchase equipment or supplies as part of your onboarding process. If you are receiving communications as described above, please report them to the FTC website.