Remote CSM — Drive Adoption, Retention & Growth

Optivate Health, LLC; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work model with flexibility

Comprehensive benefits including med,‑

Generous paid time off

Job summary

Optivate Health, LLC is seeking a Customer Success Manager to own post-go-live relationships and ensure customers realize value from our healthcare technology platform. You will drive adoption, engagement, and retention across a portfolio of practices, serving as the primary contact for ongoing success and renewal readiness.

You will collaborate with onboarding, support, product, and revenue teams to deliver a seamless experience and identify growth opportunities through upsell and expansion

Qualifications

• 2+ years in customer success or related roles in SaaS/healthcare tech.
• Ability to manage a portfolio with adoption and measurable outcomes.
• Strong consultative communication with clinical and business stakeholders.
• Tech-savvy with quick learning of software solutions.
• Experience with CRM systems such as HubSpot or Salesforce.

Responsibilities

• Be the primary relationship owner for a portfolio after go-live.
• Drive product adoption through ongoing training and check-ins.
• Monitor account health, usage, and customer sentiment.
• Create success plans focused on outcomes and value.
• Coordinate with onboarding, support, product, and revenue teams.
• Support renewal readiness by documenting outcomes and value.

Skills

Customer success

Account management

CRM proficiency

Stakeholder engagement

Time management

Education

Bachelor’s degree in business, healthcare administration, or equivalent

Tools

HubSpot

Salesforce

Job description

Optivate Health, LLC is seeking a Customer Success Manager to own post-go-live relationships and ensure customers realize value from our healthcare technology platform. You will drive adoption, engagement, and retention across a portfolio of practices, serving as the primary contact for ongoing success and renewal readiness.

You will collaborate with onboarding, support, product, and revenue teams to deliver a seamless experience and identify growth opportunities through upsell and expansion