Client Success Manager
New
A
Aesthetix CRMMedical aesthetics CRM
United StatesFull-TimeManager
Salary70,000 - 95,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 2+ years in a client success, account management, or implementation role at a SaaS company
- Required Skills
- HIPAAAccount ManagementCRM
Requirements
- Have 2+ years of experience in client success, account management, or implementation at a SaaS company.
- Bring strong hands-on experience building CRM workflows, automations, pipelines, forms, and custom fields.
- Be able to learn a complex platform quickly and explain it clearly to non-technical practice owners and front-desk staff.
- Troubleshoot independently by reading workflow logs, tracing contact histories, and identifying causes of issues.
- Have working knowledge of SMS/email marketing, lead nurture, and basic marketing attribution, including UTMs and ad platform conversions.
- Be confident leading client calls, including conversations about expectations, adoption, or results.
- Be highly organized and able to manage multiple accounts and follow-ups.
- Have project management experience and experience with digital project management tools such as ClickUp.
- Have strong written communication skills.
- Experience with medical aesthetics, healthcare, or EMR/practice management systems is strongly preferred.
- GoHighLevel experience is a major plus.
- Familiarity with HIPAA and responsible handling of patient data is a plus.
Responsibilities
- Own post-onboarding relationships for a portfolio of med spa and plastic surgery accounts from go-live through renewal.
- Run structured success reviews showing clients CRM results and opportunities for improvement.
- Audit and adjust client workflows, pipelines, forms, calendars, and automations.
- Diagnose issues across integrations, messaging, phone setup, and attribution; resolve them or escalate with a documented case.
- Monitor account health and usage, identify at-risk accounts, and act before clients disengage.
- Identify expansion opportunities and partner with leadership to close them.
- Prepare for client calls with account context, data, and a specific plan.
- Collaborate with Onboarding, Support, and Training on handoffs and client experience.
- Maintain current records of client interactions, goals, and success plans.
View Full Description & ApplyYou'll be redirected to the employer's site
