Patientnow
Client Success Manager
Remote (United States)
Sponsorship not specifiedDetected 16 days ago
SalesforceCRMAccount ManagementCustomer SuccessPhotographyEHR/EMRLeadershipCommunicationCollaborationProblem SolvingTime ManagementAdaptabilityOrganizational Skills
About the role
- The Client Success Manager is responsible for managing a high-volume portfolio of PatientNow customers, including single-location medspas, salons, and growing aesthetic practices.
- The ideal candidate enjoys designing efficient processes, leveraging automation and AI tools, and delivering exceptional customer experiences across a large book of business.
- This position reports to the Director of Client Success and is fully remote.
Responsibilities
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Drive product adoption and identify opportunities for upsell and cross-sell through consultative customer conversations and business reviews.
- Partner closely with Sales, Support, Product, and Customer Success leadership to improve customer experiences, refine processes, and share customer insights.
- Competencies: To perform the job successfully, an individual should demonstrate the following.
- People who partner with us stand out in the industry with strong market differentiation, while streamlining operations for long term success and sustainable growth.
- Excellent written and verbal communication skills, with the ability to create compelling digital customer experiences at scale.
- Process-oriented mindset with enthusiasm for building and improving scalable customer success programs.
Requirements
- To perform this job successfully, an individual must be able to perform the following satisfactorily
- Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily
- Experience with CRM platforms such as Salesforce preferred.
Benefits
- Empowering practices and businesses to improve health and wellness worldwide by helping their clients look and feel their best.
- PatientNow is elevating businesses focused on beauty, wellness and medical aesthetics with innovative, all-in-one software and consulting service solutions.
- Strong analytical skills with the ability to interpret health scores, customer usage data, and renewal indicators to prioritize engagement.
- Familiarity with PatientNow or similar practice management, healthcare SaaS, or payment platforms is preferred.
- Experience supporting customers within SaaS, healthcare technology, medical aesthetics, or related industries is preferred.
- Build, maintain, and optimize automated playbooks within ChurnZero, including health score triggers, risk alerts, onboarding journeys, and renewal campaigns.
- Utilize AI tools such as ChatGPT, Microsoft Copilot, ProShort, or similar technologies to create personalized customer communications, educational content, and workflow efficiencies.
- Identify customer health trends using ChurnZero data, product usage metrics, and other leading indicators, proactively engaging customers at risk of churn.
- Develop and deliver digital-first engagement programs, including webinars, video communications, scalable business reviews, and educational campaigns.
- Maintain accurate customer records and activity within ChurnZero and Salesforce to ensure visibility into customer health, engagement, and business outcomes.
- Stay current on PatientNow products, payment solutions, AI capabilities, and trends within the medical aesthetics industry to provide strategic guidance to customers.
Company info
- Manage a high-volume portfolio of customers, delivering proactive guidance that drives adoption, retention, and customer satisfaction.
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This listing is sourced directly from Patientnow's careers page and normalized into a canonical job model.