Customer Success Manager, SMB

As a Customer Success Manager on our SMB Team you are responsible for cultivating and maintaining strong relationships with our small and medium-sized customers. This is a visible role with internal and external Executive Team interactions. You will nurture and sustain doctor and staff relationships in assigned accounts to optimize the customers plan and drive company value proposition throughout the customers organization. This position will work closely with Sales Product Operations Marketing and Executive Leadership teams.

This role offers a base salary of $80000 a variable compensation of $40000 and company equity.

We are currently prioritizing candidates located within a commutable distance to our office located in Chesterbrook PA to work in a hybrid environment.

The Day-to-Day

You will be responsible for strategy development execution and results of assigned SMB accounts. This includes (but is not limited to):

• Analyze customers activity and work with them to ensure they are leveraging our solutions effectively and finding value in our products and services.
• Engage in the initial onboarding of new customers ensuring strong adoption and ongoing engagement throughout the customers lifetime.
• Become an expert in the resources available to our customers and educate them on the use and benefits of our products.
• Execute a comprehensive engagement and communications strategy that proactively maintains high customer engagement and reduces churn.
• Perform Corporate Business Reviews with the customers executive team understand the customers goals develop and align programs to drive adoption plan growth and renewals resolve issues with the help of the Product Support team and expand our use within the customers organization.
• Develop metrics processes and best practices to ensure customers are realizing the greatest possible value from a partnership with Membersy.
• Use usage patterns to gain insights provide guidance and increase customer satisfaction and adoption.
• Serve as the primary interface to manage and resolve any critical situations.
• Collaborate cross-functionally to share customer insights that inform additional product and service sales opportunities.
• Be a customer advocate while capturing critical feedback.
• Manage customer retention/renewals and drive revenue through increased product adoption and increased usage.
  
  

To Be Successful

Do these things sound like you Yes Good youre well on your way to being a successful Customer Success Manager with us!

• Starting with the obvious: you are PASSIONATE! (Seriously you must LOVE what you do!)
• 5 years of experience in a customer-facing role such as Customer Success Customer Support or Account Management
• Previous experience in customer service for a software product or other related field
• Possess exceptional client management and communications skills.
• Proven ability to maintain highly valuable and outcome-based relationships with a diverse customer account base.
• Outstanding multi-task task management skills across a varied set of responsibilities
• Confident high energy self-motivated and a true team player
• Ability to build credibility and trust by understanding and addressing customer requirements.
• Ability to develop and maintain strategic relationships with the customers executive management team. Develop and execute strategic plans/initiatives that drive adoption new member enrollments and revenue growth activities within assigned customer accounts.
• And you have a bachelors degree in We mean it! Business History Cooking (actually that could be incredibly useful) anything.

To Thrive

Were an entrepreneurial creative and passionate group and if these things sound like you you wont just fit in. Youll thrive with us.

• Self-starter with the ability to figure it out but not afraid to ask questions.
• You possess strong communication skills a positive attitude and a passion for helping customers.
• Dental Experience is a plus.
• Experience with Salesforce is a plus.
• No stranger to playing hard and working harder while treating others with respect and dignity.

Our Advantage

If youre asking yourself what are the perks of working with us Dont worry. Weve got you covered.

• We are a Best Places to Work recipient because we understand the meaning of work hard play hard!
• Youll get some skin in the game with employee equity.
• We stand behind and celebrate our core values.
• Theres transparent communication from the top down.
• Youll have a collaborative smart and forward-thinking team to share ideas with.
• Youll have a direct meaningful impact as we scale.
• Youll experience a culture filled with opportunities to connect in-person and virtually.
• We have a casual dress code.
• We offer hybrid and remote work schedules.
• And weve got you covered in all the most important benefits: health 401k match wellness disability employee discounts time away and more!

Our Commitment to You

Be yourself. Always.
We want you to apply even if you do not meet every requirement. We are committed to building an inclusive varied culture that welcomes promotes supports and celebrates the diverse backgrounds of our employees. It is what drives innovation ignites creativity and ultimately gives us a competitive advantage.

We want you to be you because how boring would life be if we were all the same

About Us

Create Membership Plans that Patients and Providers Love

As everyone knows dental health is critical to overall health. Unfortunately dental insurance is too complicated too confusing and too expensive for dentists and patients alike. As a result 40% of US consumers do not have dental coverage 50% of US consumers do not visit a dentist each year and dentists continue to struggle with practice success while managing complicated insurance plans with low reimbursement fees coverage limits and claims denials.

Company Overview

Our mission is to make professional oral care accessible to everyone with a membership model that patients and providers love.

We are doing something about this. We connect dentists directly with patients to eliminate the inefficiency cost and hassle of workarounds. Using our cloud-based platform dentists easily design implement and grow a successful membership plan with their own dental care plans offering them directly to patients. The result is affordable comprehensive dental coverage that works for dental practices and enables patients to get the professional oral care they need.

As the established leaders in the dental membership space Kleer and Membersy support a combined footprint of over 20000 dentists and millions of patients across all 50 states and cover the entire spectrum of dental practices from independent solo practices to the largest DSOs in the country.

Kleer and Membersy came together in 2024 to provide an unmatched dental membership solution and experience. Leveraging their complementary strengths industry expertise and scale Kleer and Membersy will create significant value for DSOs independent dental practices and their patients by expanding access to care for all uninsured and underinsured Americans including more than 76 million adults without dental insurance.

Equal Opportunity Employer

We are an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race color creed religion national origin ancestry citizenship status age sex or gender (including pregnancy childbirth and pregnancy-related conditions) gender identity or expression (including transgender status) sexual orientation marital status military service and veteran status physical or mental disability genetic information or any other characteristic protected by applicable federal state or local laws and ordinances.

Abilities required

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be provided to enable people with disabilities to perform the described essential functions of the job.

While performing the responsibilities of the job the employee is required to talk and listen. The employee is often required to sit and use their hands and fingers to handle or feel. The employee is occasionally required to stand walk and reach with arms and hands. Vision abilities required by this job include close vision including intensive computer usage.