Customer Success Manager

Summary

NextPatient is a small team dedicated to improving software for medical practices. The Client Success Manager will lead new client implementations, ensure successful use of the platform, and act as the primary contact for client support and feedback.

Responsibilities

• Lead new client implementations and guide practices to a successful go-live
• Configure NextPatient to match each client’s workflows and goals
• Run web-based training sessions and ensure clients feel confident using the platform
• Act as the day-to-day point of contact for client questions and support
• Proactively reach out to clients with best practices and new feature education
• Troubleshoot issues and find practical solutions quickly
• Build strong relationships and become a trusted partner to your clients
• Gather client feedback and help shape the product roadmap
• Help improve internal processes across implementation, support, and account management

Skills

• 3–5+ years of experience in customer success, account management, or a similar role
• Strong problem-solving skills and attention to detail
• Clear, thoughtful communication over email and phone
• Ability to manage multiple clients and priorities at once
• Curiosity and a desire to deeply understand how things work
• A high level of ownership and follow-through
• SaaS experience
• Healthcare experience is a plus, but not required

Qualifications

Must Haves

• 3–5+ years of experience in customer success, account management, or a similar role
• Strong problem-solving skills and attention to detail
• Clear, thoughtful communication over email and phone
• Ability to manage multiple clients and priorities at once
• Curiosity and a desire to deeply understand how things work
• A high level of ownership and follow-through

Nice to Haves

• SaaS experience
• Healthcare experience is a plus, but not required

Benefits

• Freedom to work from home
• No fixed vacation policy. We encourage everyone to take a real 2-week vacation each year to somewhere amazing
• Year-end company-wide trip (2025 in Austin, 2024 in Miami, 2023 in Park City)
• Mid-year team trips with +1s (2025 in Chicago, 2024 in Las Vegas, 2023 in San Francisco)
• Health benefits, 401(k) with company match, and equity