FULLY REMOTE: Customer Success Team Manager in Oregon

Protocall Services, Inc.; Portland (OR); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Protocall Services, Inc. is seeking a Customer Success Team Manager to lead, develop, and scale its CSM team. You will own health, retention, renewal, and expansion outcomes across the customer portfolio, and you will drive value realization with structured playbooks and proactive engagement.

You’ll collaborate with Sales, Onboarding, Clinical, and Operations to ensure seamless handoffs and measurable outcomes, guiding coaching and performance improvements across the team.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience in Customer Success, Account Management, or related.
• 2+ years of people management or team leadership.
• Strong foundation in customer success principles and value realization.
• Experience coaching customer-facing professionals.
• Experience developing CS processes, segmentation, and engagement.

Responsibilities

• Lead, develop, and scale the Customer Success Manager team.
• Own health, retention, renewal, and expansion outcomes.
• Establish CX best practices, success planning, and value storytelling.
• Develop standardized health monitoring processes and cadences.
• Coach CSMs on strategic account plans and proactive engagement.
• Partner with Sales, Onboarding, Clinical, and Ops leadership for seamless handoffs.

Skills

Customer success leadership

People management

Strategic account planning

CRM proficiency

Data analysis

Education

Bachelor’s degree

Tools

CRM software

Job description

Job Details: Job Location: PCR (Protocall Remote) OR - Anywhere, OR 97205, Education Level: Graduate Degree, Salary Range: $85,000.00 - $105,000.00 Salary, The Customer Success Team Manager is responsible for leading, developing, and scaling the Customer Success Manager (CSM) team to ensure Protocall customers consistently realize measurable value from Protocall’s Welltrack Ecosystem of solutions. This role owns the health, retention, expansion, and long-term success of Protocall’s customer portfolio through strong people leadership, clear success frameworks, proactive customer engagement strategies, and disciplined execution of customer success best practices.

Key Responsibilities

Team Supervision & Development

• Provide direct supervision, coaching, and performance management for Customer Success Managers
• Set clear expectations for customer engagement, account planning, documentation, and follow-through
• Lead team meetings, establish clear action items, and ensure accountability for timely follow-through.
• Support onboarding, training, and ongoing skill development for CSMs, including consultative relationship management, competitive positioning, objection handling, and strategic customer conversations
• Foster a consistent, customer-centered approach across the team
• Develop structured coaching and training opportunities, such as role-playing and case reviews, to strengthen CSMs’ ability to navigate complex customer situations, recognize opportunities, and communicate Protocall’s value.
• Establish and monitor individual and team performance expectations, providing ongoing feedback and targeting coaching to improve outcomes

Customer Health, Retention, and Value Realization

• Own customer health, retention, renewal, and expansion outcomes across Protocall’s customer base
• Establish and reinforce customer success best practices, including success planning, regular business reviews, and value storytelling
• Develop, implement, and continuously improve a standardized customer health monitoring processes, including defined indicators, risk criteria, and expectations for follow-up and intervention
• Establish customer engagement and check-in cadences based on account health, strategic importance, customer needs, and opportunities for retention or growth
• Develop and implement processes for prioritizing customer outreach and CSM activities, ensuring team resources are focused on accounts requiring intervention, proactive engagement, or strategic development
• Support CSMs in identifying customers at risk of churn and developing proactive mitigation strategies, with clear expectations for early identification, escalation, action planning, and follow-through
• Partner with CSMs on renewal strategy and execution, with a focus on demonstrated outcomes and long-term partnership value
• Lead the Customer Success Team’s efforts to identify opportunities for additional services, support customer expansion initiatives, and deepen existing customer partnerships
• Establish processes for identifying, tracking, and advancing expansion opportunities across the existing customer portfolio. Ensure customers clearly understand and experience the value of Protocall’s services, including the clinical, operational, and financial impact of their partnership
• Monitor customer health, profitability, retention, engagement, and expansion performance, to identify trends and opportunities for improvement

Coaching on Account Strategy and Execution

• Coach CSMs in developing and executing strategic account plans aligned to customer goals, priorities, retention objectives, and expansion opportunities
• Provide support on complex customer situations, escalations, and sensitive conversations
• Ensure consistent use of data, utilization metrics, and impact reporting to inform customer strategy
• Review account health indicators and customer narratives to ensure accuracy and insight
• Coach CSMs to recognize and act on opportunities for proactive customer education, strategic engagement, and deeper partnership development
• Ensure CSMs can effectively translate utilization data, clinical outcomes and service performance into compelling narratives that demonstrate Protocall’s value to customers
• Guide CSMs in preparing for and leading strategic business reviews that connect Protocall’s services to customer goals, demonstrate impact, and identify opportunities for continued partnership growth
• Provide coaching on competitive threats, potential terminations, service concerns, and other complex customer conversations, ensuring CSMs are equipped to respond strategically and effectively
• May serve as a CSM for a select group of customers

Operational Excellence and Consistency

• Ensure customer success workflows, documentation standards, and engagement models are followed consistently. Create and maintain playbooks
• Establish, implement and continuously improve standardized processes for customer health monitoring, account segmentation, engagement cadences, outreach prioritization, and risk escalation
• Develop clear expectations and workflows for proactive customer check-ins, including frequency, purpose, documentation, and follow-up based on customer needs and account health
• Ensure consistent processes for identifying documenting, tracking, and advancing customer expansion opportunities
• Partner with Sales, Onboarding, Clinical, and other Customer Operations leadership to ensure smooth handoffs and clear ownership across the customer lifecycle
• Reinforce accurate and consistent use of the organization’s CRM and customer success systems for account documentation, health tracking, engagement planning, opportunity management, and reporting
• Identify trends, gaps, or inefficiencies in customer success execution and lead the development and implementation of process improvements.
• Implement, track, and monitor key performance indicators related to customer engagement, retention, account health, expansion and team execution.
• Use customer and team performance data to evaluate the effectiveness of customer success processes, identify gaps, and continuously improve team performance.

Cross-Functional Leadership and Advocacy

• Represent the voice of the customer in cross-functional discussions
• Contribute to strategic planning conversations with a focus on customer impact and long-term value
• Partner closely with Sales and Business Development to align customer expansion strategies, identify growth opportunities, and ensure coordinated engagement with existing customers.
• Collaborate with Clinical, Product, and Operations teams to address customer needs, improve service delivery, and strengthen the overall customer experience.
• Communicate customer health trends, retention risks, expansion opportunities, and emerging customer needs to leadership to inform business strategy and resource prioritization.
• Monitor industry trends and best practices in customer success and behavioral health services, including the competitive landscape and its implications for customer retention and growth
• Demonstrate sound judgment, adaptability, and resilience in a complex and high-change environment
• Model professionalism, empathy, integrity, and accountability

Qualifications

• Bachelor’s degree required
• 5+ years of experience in Customer Success, Account Management, or Partner Engagement
• 2+ years of people management or team leadership experience
• Strong foundation in customer success principles, including adoption, retention, renewals, account expansion, proactive engagement, customer health management, and value realization
• Demonstrated ability to coach and develop customer-facing professionals
• Experience developing and implementing customer success processes, including account segmentation, engagement cadences, customer health monitoring, and risk management.
• Demonstrated ability to lead and coach a team in identifying and advancing account growth opportunities, setting relationship strategies, and aligning cross-functional partners to achieve growth goals.
• Strong analytical and organizational skills, with the ability to use customer data and performance metrics to prioritize activities, evaluate outcomes, and drive continuous improvement
• Excellent written and verbal communication skills, with technical or impact writing experience preferred
• Comfort using CRM systems and customer health metrics to guide decisions

Preferred Qualifications

• Graduate degree in behavioral health, public health, or business
• Behavioral health training, licensure or experience in a behavioral health service delivery is a plus
• Familiarity with telehealth or digital health platforms
• Experience working with higher education institutions, public or private sector behavioral healthcare organizations, and/or employee assistance programs

Work at Protocall is inherently stressful given the nature of our mission. It is the basic responsibility of each employee to manage their stress in a way that sustains our commitment to the highest level of client care, customer service, professional conduct, and a supportive work environment.

Protocall Services Inc. is an Equal Opportunity Employer. We believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin, and all of the other fascinating characteristics that make us different