Customer Success Manager
Ankeny, IA - USA
Job Summary
The Customer Success Manager (CSM) is responsible for building strong client relationships driving customer satisfaction improving retention and ensuring clients achieve maximum value from the companys products and services. The CSM serves as a trusted advisor and primary point of contact for assigned customers throughout the customer lifecycle.
This role requires strong communication skills strategic thinking problem-solving abilities and a customer-first mindset.
Salary range: $00 plus 10% bonus
Remote hires will be required to travel to our headquarters in Ankeny IA (company paid) on their first 1-3 days for orientation.
- Build and maintain strong long-term relationships with customers
- Serve as a primary point of contact for assigned accounts
- Conduct operational check-ins business process reviews and drive escalated issues to resolution
- Develop a deep understanding of customer goals challenges and operational needs
- Monitor customer health metrics and proactively address risks
- Identify opportunities to improve customer satisfaction and retention
- Reduce customer churn through proactive engagement and issue resolution
- Manage implementation of new and incremental services for aligned clients
- Ensure smooth transitions to ongoing support teams
- Help customers understand best practices and operational workflows
- Act as an escalation point for customer concerns and service issues
- Collaborate with internal departments to resolve customer challenges quickly and effectively (i.e. analyze issues identify root cause work across teams provide hands-on-keyboard support as needed and consult/manage relationship with clients throughout the resolution process)
- Advocate internally for customer needs and process improvements
- Maintain accurate customer records and engagement activity within CRM systems
- Track and report on customer success metrics risks and opportunities
- Prepare customer status updates and executive summaries as needed
- Occasional travel may be required for customer meetings or company events
- Bachelors degree (or equivalent experience) in Business Communications Healthcare Administration Marketing or related field preferred
- 3 years experience in customer success account management client services or related roles
- Strong relationship-building communication and presentation skills
- Excellent organizational and project management abilities
- Ability to manage multiple priorities in a fast-paced environment
- Experience using CRM platforms such as Salesforce HubSpot or similar systems
- Strong problem-solving systems process business process and conflict-resolution skills
- Strong skills in strategic thinking adaptability and resilience
- Data-driven decision making ability
- Experience in healthcare technology or service-based industries
- Experience supporting enterprise or high-value clients
- Knowledge of customer success KPIs and retention strategies
- Experience working cross-functionally with sales operations and implementation teams
- Repetitive motions that include the wrists hands and/or fingers
- Sedentary work that primarily involves sitting remaining in a stationary position for prolonged periods
- Visual perception to perform job including peripheral vision depth perception and the ability to adjust focus
Required Experience:
Manager