About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, IT.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client (via Careertakes) is hiring an entry-level Customer Success Manager to support a portfolio of healthcare clients using a cloud-based EHR and practice management suite. This is a client-facing, high-visibility role based in New York focused on driving customer satisfaction, adoption, retention, and expansion for SaaS products.

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What You’ll Do

As a Customer Success Manager you will:

• Own day-to-day relationships and act as the trusted point of contact for a book of accounts.
• Conduct regular check-ins and health assessments (e.g., quarterly business reviews) to surface risks and address concerns proactively.
• Monitor customer health signals (usage trends, support ticket volume, renewal timing) and escalate at-risk accounts to leadership.
• Coordinate with Support, Implementation, and Product teams to resolve issues and confirm client satisfaction.
• Analyze product usage to identify underutilized features (e.g., Patient Portal, e-Prescribing, Appointment Reminders) and recommend targeted adoption actions.
• Deliver or coordinate onboarding refreshers, short trainings, webinars, and how-to content.
• Capture and document all client interactions and updates in CRM; keep account plans and contact data current.
• Identify qualified upsell/cross-sell opportunities and hand them off to Sales with clear context; support renewal conversations by demonstrating realized value.
• Maintain an active client reference list and contribute client feedback to Product and Training teams to influence the roadmap.

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Qualifications

• 0–2 years of experience in customer success, account management, customer support, sales, or related client-facing roles (internships and co-ops count).
• Excellent verbal and written communication — able to explain software concepts to non-technical users.
• Strong organization and attention to detail; comfortable managing multiple accounts and priorities.
• Consultative, curious mindset with a focus on solving client workflow problems.
• Comfortable with (or eager to learn) CRM and customer-success tooling (Salesforce, HubSpot, Gainsight, or similar).
• Bachelor’s degree or equivalent professional experience.

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Nice to Have

• Experience or familiarity with healthcare operations, medical practice workflows, EHR / practice management software, or SaaS.
• Prior exposure to upsell/cross-sell or renewal-focused activities.
• Experience with customer health scoring or usage analytics tools.

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Compensation & Benefits

• Estimated base: $54,388 per year (estimated figure provided in original posting). Compensation may include performance incentives tied to retention and expansion metrics.
• Comprehensive health, dental, and vision benefits.
• 401(k) with company match.
• Paid time off and company holidays.
• Structured onboarding and ongoing product training.
• Clear growth paths into Customer Success, Sales, or Account Management across the organization.

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Other Details

• Employment type: Full time
• Number of openings: 1
• Location: New York (in-office or hybrid arrangements should be confirmed during the interview process)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.