Customer Success Associate (CSA), Provider
New
T
TurquoiseHealthcare
This is a fully remote role within the United States., US business hoursFull-TimeMiddle
Salary100,000 - 115,000 USD per year
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Job Details
- Experience
- 3+ years of experience
- Required Skills
- SalesforceAccount ManagementCustomer SuccessSaaSEHR
Requirements
- Bachelor’s Degree in Business, Healthcare Management, or related field
- 3+ years of experience in a customer-facing role, preferably within healthcare, SaaS, or consulting
- Strong foundation in customer success principles - retention strategy, success planning, and value realization
- Exceptional communicator with executive presence and the ability to translate complex data or workflows into actionable insights
- Proven collaborator who builds trust across various teams and communicates effectively with diverse stakeholders
- Demonstrated proactive problem-solving skills with a strong commitment to customer satisfaction
- Calm under pressure, upbeat, and solution-oriented
- Effective ability to convey ideas and information concisely to a variety of audiences
- Highly motivated individual with a desire to grow professionally
- Healthcare Expertise (Provider Focus)
- Background in Revenue Cycle Management (RCM), managed care and payer contracting, claims workflows, reimbursement processes, or experience with EHR systems (Epic, Cerner, athenahealth) or provider data management
- Familiarity with CMS price transparency, No Surprises Act (NSA), or GFE/AEOB regulations
- SaaS & Technical Acumen
- Experience supporting or implementing data-driven SaaS platforms or API
- Comfortable with tools like Salesforce, and familiar with healthcare interoperability or analytics
- SaaS start-up or consulting background preferred - comfortable with ambiguity and energized by building
Responsibilities
- Partner with the Customer Success team to develop and execute strategic account plans that drive engagement, retention, and expansion opportunities.
- Synthesize customer insights, data trends, and renewal timelines into actionable next steps.
- Support renewal preparation, including forecasting and surfacing potential risks or growth opportunities.
- Gradually assume ownership of customer relationships, leading meetings, delivering product training on new features, and managing follow-ups.
- Build credibility and trust with provider clients through confident, consultative communication and healthcare expertise.
- Support all phases of the post-sales customer lifecycle, including onboarding, renewals, and ongoing account management.
- Take ownership of operational tasks to develop a robust understanding of day-to-day customer success operations.
- Participate in key projects critical to the team’s success, and present findings and recommendations to leadership, demonstrating both strategic thinking and effective communication skills
- Act as a customer advocate and internal liaison - partnering with Product, Engineering, and Sales to communicate feedback, identify workflow gaps, and shape future solutions.
- Engage in learning and development opportunities to track toward the CSM role, including shadowing current CSMs, actively participating in customer meetings, and undergoing formal training programs.
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