Customer Success Executive

About the role

Join PatientPoint to be part of a dynamic team creating change in and around the doctor's office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.

Job Summary

The Customer Success Executive ensures customers get the most from our products, manages all aspects of service from setup to troubleshooting, and promotes engagement and retention. As the primary customer advocate, Customer Success Executive partners with provider offices to understand their needs, optimize their experience, and identify opportunities to expand value.

What You'll Do

• Manage the complete service and connectivity device lifecycle, from onboarding through implementation, ensuring smooth operation and timely resolution of issues.
• Troubleshoot and resolve hardware and software issues by applying training, resources, and logical problem-solving skills.
• Accountable for product training and adoption by proactively engaging customers to drive full and effective use of product feature and functionality. This requires determining the optimal training method for each office and ensuring successful implementation.
• Serve as the customer's trusted advisor, building strong relationships and delivering an exceptional customer experience at every touchpoint.
• Monitor account health, usage trends, and feedback to identify risks to retention and opportunities for growth.
• Partner cross-functionally with internal teams (sales, technical support, product, operations) to escalate and resolve complex issues.
• Lead Proactive Cadence Calls and other strategic customer conversations to highlight value, outcomes, and future opportunities.
• Contribute to continuous improvement by sharing customer insights and recommending enhancements to products and processes.

What We Need

• Proven ability to manage customer relationships with a solution-oriented and customer-first mindset.
• Strong critical thinking and problem-solving skills; comfortable learning and applying technical knowledge through training.
• Excellent communication skills, with the ability to tailor messaging to end users, office managers, and executives.
• Experience in customer success, account management, or related customer-facing role preferred.
• Ability to independently manage multiple priorities, remain calm under pressure, and deliver timely results.
• A passion for driving customer engagement, retention, and growth.

What You'll Need to Be Successful

• Service-oriented with a strong sense of ownership and accountability.
• Naturally curious, eager to learn, and adaptable in fast-changing environments.
• Ability to simplify complex issues and explain solutions in clear, approachable language.
• Strong organizational skills with attention to detail and follow-through.
• Proficiency with CRM and customer success tools (e.g., Salesforce) a plus.
• Collaborative mindset with the ability to work effectively across teams and influence without direct authority.
• Entrepreneurial spirit with a proactive approach to identifying opportunities for improvement and growth.
• Demonstrated ability to balance empathy with driving business outcomes.

Latest News & Innovations

• Why is PatientPoint a Best Place to Work!
• Teammate Honored as "Top Woman in Tech".
• Recognized on Vault's Top Internship List.

What We Offer

We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates.

• PatientPoint recognizes that privacy is important to you.
• Please read the PatientPoint privacy policy, we want you to be familiar with how we may collect, use, and disclose your information.
• Employer is EOE/M/F/D/V