Customer Success Manager

New
C
Canopy WorksHealthcare SaaS
Remote Northeast, USFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
4–6+ years
Required Skills
SalesforceHubSpotCRM

Requirements

  • 4–6+ years of experience in Customer Success, Account Management, or a related customer-facing role
  • Experience managing multiple stakeholders and driving customer outcomes
  • Strong communication, organization, and proactive problem-solving skills
  • Comfortable working cross-functionally in a fast-moving growth startup environment
  • Experience using CRM tools (Salesforce, HubSpot, or similar)
  • Experience supporting healthcare technology, safety/security, or RTLS
  • Familiarity with adoption/change management best practices
  • Experience supporting expansion identification and customer growth partnerships with Sales

Responsibilities

  • Own a portfolio of healthcare customers with lower-to-moderate program complexity, ensuring success through creation of value across onboarding, adoption, and renewal readiness.
  • Build and maintain success plans, engagement cadences, and stakeholder alignment to support strong outcomes and long-term retention.
  • Partner closely with Professional Services during deployment phases and key milestones to ensure high engagement, smooth execution, and operational readiness.
  • Drive adoption by helping customers align training, workflows, and internal processes to maximize platform usage and impact.
  • Proactively identify customer risks, coordinate cross-functional resolution plans, and ensure timely follow-through to maintain customer confidence.
  • Create and cultivate customer champions—turning satisfied customers into strong advocates who see Canopy as a trusted, strategic partner.
  • Identify growth opportunities within your customer base, including expansion to additional facilities, sites, departments, or product capabilities, and partner with Sales to qualify and advance those opportunities.
  • Serve as the voice of the customer internally by sharing feedback, recurring themes, and opportunities to improve the product and customer experience as Canopy scales.
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