Customer Success Manager

The role

You will lead new client implementations and configure NextPatient to match client workflows. You will act as a day-to-day contact, provide training, and advocate for product improvements.

What you will do

• Lead new client implementations and guide practices to a successful go-live
• Configure NextPatient to match each client's workflows and goals
• Run web-based training sessions and ensure clients feel confident using the platform
• Act as the day-to-day point of contact for client questions and support
• Proactively reach out to clients with best practices and new feature education
• Troubleshoot issues and find practical solutions quickly
• Build strong relationships and become a trusted partner to your clients
• Gather client feedback and help shape the product roadmap
• Help improve internal processes across implementation, support, and account management

Required qualifications

• 3–5+ years of experience in customer success, account management, or a similar role
• Strong problem-solving skills and attention to detail
• Clear, thoughtful communication over email and phone
• Ability to manage multiple clients and priorities at once
• Curiosity and a desire to deeply understand how things work
• A high level of ownership and follow-through

Nice to have

• SaaS experience
• Healthcare experience

Benefits

• Freedom to work from home
• No fixed vacation policy
• Year-end company-wide trip
• Mid-year team trips with +1s
• Health benefits
• 401(k) with company match
• equity

About the company

NextPatient is a small team of 40 people building software for medical practices. The software integrates with legacy systems to provide online scheduling, bill pay, digital check-in, and other features.