Customer Success Executive

The role

The Customer Success Executive ensures customers get the most from products by managing service from setup to troubleshooting. This person partners with provider offices to understand needs, optimize experiences, and identify expansion opportunities.

What you will do

• Manage the complete service and connectivity device lifecycle from onboarding through implementation.
• Troubleshoot and resolve hardware and software issues.
• Drive product training and adoption by engaging customers.
• Serve as the customer's trusted advisor and build strong relationships.
• Monitor account health, usage trends, and feedback.
• Partner cross-functionally with internal teams to escalate and resolve complex issues.
• Lead Proactive Cadence Calls and strategic customer conversations.
• Contribute to continuous improvement by sharing customer insights.

Required qualifications

• Proven ability to manage customer relationships with a solution-oriented and customer-first mindset.
• Strong critical thinking and problem-solving skills.
• Excellent communication skills to tailor messaging to end users, office managers, and executives.
• Ability to independently manage multiple priorities, remain calm under pressure, and deliver timely results.
• A passion for driving customer engagement, retention, and growth.
• Service-oriented with a strong sense of ownership and accountability.
• Naturally curious, eager to learn, and adaptable in fast-changing environments.
• Ability to simplify complex issues and explain solutions in clear, approachable language.
• Strong organizational skills with attention to detail and follow-through.
• Collaborative mindset with the ability to work effectively across teams and influence without direct authority.
• Entrepreneurial spirit with a proactive approach to identifying opportunities for improvement and growth.
• Demonstrated ability to balance empathy with driving business outcomes.

Nice to have

• Experience in customer success, account management, or related customer-facing role
• Proficiency with CRM and customer success tools (e.g., Salesforce)

Benefits

• Competitive compensation
• Flexible time off to recharge
• Hybrid work options
• Mental and emotional wellness resources
• 401K plan

About the company

PatientPoint is a digital health company and the nation's largest digital network in 30,000 physician offices. They deliver behavior-changing content to connect patients, providers, and health brands.