JobsCustomer Success ManagerUnited StatesCustomer Success Manager
Optivate Health, LLC
Posted 9 days ago
Customer Success Manager
Optivate Health, LLC · United States
SAVE THIS JOB
In short
The Customer Success Manager is responsible for managing customer relationships post-go-live to ensure product adoption, satisfaction, and retention. They will partner with internal teams to drive measurable value, identify expansion opportunities, and maintain accurate account documentation.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must have at least 2 years of experience in customer success, account management, or implementation within SaaS or healthcare technology. A bachelor's degree in business or healthcare administration is required, along with strong consultative communication and CRM proficiency.
About the employer
Optivate
Optimize Care. Elevate What Matters. · hiring as Optivate Health, LLC
Optivate is a specialty built platform designed exclusively for ophthalmology and eye care practices. Our fully integrated EHR, practice management, revenue cycle, and patient engagement system simplifies clinical workflows, reduces administrative burden, and improves patient outcomes. From routine visits to complex care pathways, Optivate delivers speed, reliability, operational control, and white glove customer support so your practice can scale with confidence.
- INDUSTRY
- Software Development
- COMPANY
- Privately Held
- HEADQUARTERS
- Bonita Springs, Florida
- SIZE
- 51-200
- OFFICES
- 1 on LinkedIn
KNOWN FOR
Is your LinkedIn profile ready for roles like this?
A free review of your profile, scored against what Customer Success roles ask for, and what to fix first.
Questions about this role
- Is this Optivate Health, LLC role remote?
- Tagged remote.
- What does it pay?
- The posting lists $50,000–$80,000 a year.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
The Customer Success Manager (CSM) is responsible for managing ongoing customer relationships after go-live and ensuring customers achieve measurable value from Optivate's platform. The role focuses on driving adoption, engagement, satisfaction, and retention across a portfolio of practices. The CSM serves as the primary point of contact for customer relationships and ongoing success, supports renewal readiness, and identifies growth opportunities. The CSM partners closely with onboarding, support, product, and revenue teams to deliver a high-quality, unified customer experience.
▶ READ THE FULL POSTING▼ CLOSE THE FULL POSTING
Position Summary
The Customer Success Manager (CSM) is responsible for managing ongoing customer relationships after go-live and ensuring customers achieve measurable value from Optivate's platform. The role focuses on driving adoption, engagement, satisfaction, and retention across a portfolio of practices. The CSM serves as the primary point of contact for customer relationships and ongoing success, supports renewal readiness, and identifies growth opportunities. The CSM partners closely with onboarding, support, product, and revenue teams to deliver a high-quality, unified customer experience.
Key Responsibilities
- Serve as the primary relationship owner for a portfolio of customers after go live
- Drive product adoption by delivering ongoing training, guidance, and success check-ins
- Monitor account health, usage patterns, and customer sentiment and act early on risks or barriers
- Create and maintain customer success plans focused on measurable outcomes and value realization
- Partner with onboarding, support, training, product, and revenue teams to ensure seamless customer experience
- Support renewal readiness by documenting outcomes and ensuring customers see clear value
- Identify expansion opportunities and collaborate with sales on upsell and growth initiatives
- Identify upsell and expansion opportunities and coordinate with sales to execute next steps
- Capture customer feedback and deliver insights to product operations
- Maintain accurate documentation of activities, risks, and progress in CRM
Qualifications
- 2+ years of experience in customer success, account management, implementation, or client-facing roles within SaaS or healthcare technology
- Proven ability to manage a portfolio of customers while driving adoption, satisfaction, and measurable outcomes
- Strong consultative communication skills with the ability to engage both clinical and business stakeholders
- Tech-savvy with the ability to quickly learn and explain software solutions
- Highly organized with strong time management, prioritization, and follow through
- Comfortable operating in a fast moving environment with evolving processes and cross functional dependencies
- Experience using CRM systems such as HubSpot or Salesforce
- Bachelor’s degree in business, healthcare administration, or equivalent professional experience
What We Offer
- Competitive base salary plus performance-based bonus
- Remote work model with flexibility and work-life balance
- Comprehensive benefits including medical, dental, vision, and 401(k)
- Generous paid time off and holiday schedule
- Opportunity to grow within a mission-driven and innovative healthcare tech company
SAVE THIS JOB
Similar roles open now
Customer Success Manager (CSM)
Treasure AI
Boston, EnglandHybrid · 3 days in office
EMPLOYER'S OWN SITE
POSTED TODAY
Senior Customer Success Manager, Strategic Accounts
Motion
CanadaRemote
EMPLOYER'S OWN SITE
POSTED TODAY
Customer Success Manager
UpKeep
Los Angeles, California$75k–$86kHybrid · 1 days in office
EMPLOYER'S OWN SITE
POSTED TODAY
Customer Success Manager
Skillsoft
United States$80k–$90kRemote
EMPLOYER'S OWN SITE
POSTED TODAY
Customer Success Manager, Enterprise
Fullpath
Teaneck, New Jersey$80k–$118kRemote
EMPLOYER'S OWN SITE
POSTED TODAY