Strategic Customer Success Executive - Hybrid

PatientPoint®; Tucson (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Flexible time off

Hybrid work options

Mental and emotional wellness

401K plan

More benefits

Job summary

PatientPoint is seeking a Customer Success Executive to ensure clients get maximum value from our products and to drive engagement across physician offices nationwide. You will partner with providers to understand needs, optimize the user experience, and identify opportunities to expand value.

You will manage onboarding, troubleshoot issues, deliver product training, and act as a trusted advisor. The role emphasizes retention, growth, and strong collaboration with internal teams to help

Qualifications

• Proven ability to manage customer relationships with a solution‑oriented mindset.
• Strong critical thinking, problem solving and adaptability to learn new tech.
• Excellent written and verbal communication, able to tailor to admins, managers and executives.
• Experience in customer success, account management or related role preferred.
• Ability to juggle multiple priorities, stay calm and deliver timely results.
• Passion for driving customer engagement, retention and growth.

Responsibilities

• Manage the complete service lifecycle from onboarding through implementation and support.
• Troubleshoot hardware and software issues using training and resources.
• Lead product training to drive adoption and successful implementation.
• Serve as trusted advisor, building strong relationships and delivering exceptional CX.
• Monitor account health and usage to identify retention risks and growth opportunities.
• Collaborate cross‑functionally with sales, support, product and operations to escalate issues.
• Lead proactive cadence calls to highlight value, outcomes, and future opportunities.
• Share customer insights to drive product/process improvements.

Job description

PatientPoint is seeking a Customer Success Executive to ensure clients get maximum value from our products and to drive engagement across physician offices nationwide. You will partner with providers to understand needs, optimize the user experience, and identify opportunities to expand value.

You will manage onboarding, troubleshoot issues, deliver product training, and act as a trusted advisor. The role emphasizes retention, growth, and strong collaboration with internal teams to help