Customer Success Manager

New
E
ECPHealthcare SaaS
Our team is based in Milwaukee, but we are open to this position being fully remote.Full-TimeMiddle
Salary not disclosed
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Job Details

Experience
2–5 years
Required Skills
SQLSalesforceMicrosoft ExcelCustomer SuccessSaaSHubSpotAccount ManagementCRM

Requirements

  • 2–5 years of experience in SaaS Success or Inside Sales (e.g., CSM, SDR, retention, or customer growth).
  • Bachelor's degree.
  • Experience in high-volume outreach environments.
  • Strong proficiency in cold outreach, including calls, emails, and product demos.
  • Familiarity with CRM and reporting tools such as Salesforce, Gainsight, HubSpot, Excel, or SQL.
  • Ability to analyze data to monitor patterns and derive actionable insights.
  • Demonstrated ability to navigate sensitive discussions regarding billing, churn, and pricing.
  • Self-starter mindset with the ability to build processes and work independently without micromanagement.
  • Strong cross-functional collaboration skills.
  • Ability to craft written and visual materials aligned with brand guidelines.
  • Enthusiasm for healthcare, particularly senior living or intellectual/developmental disability care.

Responsibilities

  • Drive customer value by scheduling success check-ins and outreach campaigns for key modules like CRM, eMAR, EHR, Billing, and Move-Ins.
  • Partner with internal teams across Sales, Product, Support, and Marketing to ensure a world-class customer experience.
  • Monitor engagement and usage data to diagnose friction points and catalyze usage during adoption dips.
  • Serve as a product expert, guiding customers on best practices and ECP feature utilization.
  • Manage issue resolution for pricing, churn flags, and escalations while maintaining constructive client relationships.
  • Develop and evolve outreach sequences, adoption frameworks, negotiation scripts, and retention playbooks.
  • Demonstrate ROI to customers using success plans and help them align ECP tools with their business initiatives.
  • Act as a customer advocate by collecting feedback, sharing success stories, and facilitating case studies.
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