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RevenueWell Customer Success Manager in United States

Founded in 2010, we started RevenueWell because we saw a way to use the latest marketing automation technology to help dentists build better, more connected relationships with their patients and communities. We think it’s a problem worth solving, and thousands of dental practices across the country seem to agree. The company has grown very quickly over the last few years, and we’re now a team of more than 150 diverse people that are committed to our mission, super-focused on our product, and fanatical about helping our customers succeed.  

  

In December 2019, we partnered with Marlin Equity Partners to help us aggressively expand our vision in healthcare. Since then, we have more than doubled our footprint (through strong organic growth and acquisition of PBHS) to over 12,000 customers, and we are just getting started! If you are excited about healthcare, working with talented people, aren’t afraid to roll up your sleeves, and want to help build a healthcare technology company that makes a real difference for providers and patients – this opportunity might just be for you.  

  

WHY WE’RE LOOKING:  

We are looking to add a Customer Success Manager to join our Customer Experience Department. As a Customer Success Manager at our SaaS company, your primary responsibility will be to ensure the success and satisfaction of our customers. You will play a crucial role in building strong relationships with our clients, understanding their goals and objectives, and helping them achieve success through the effective utilization of our software products. 

WHAT YOU’LL DO:  

  • Manage a Book of Business.  

  • Develop and maintain strong relationships with key stakeholders within the customer organization. 

  • Act as the primary point of contact for customer inquiries, concerns, and escalations. 

  • Work with customers to ensure they achieve their business goals while having a seamless experience with RevenueWell.  

  • Hit gross MRR and logo retention goals. 

  • Proactively drive customer adoption and engagement with our software products.  

  • Conduct regular check-ins to understand their usage patterns, identify areas of improvement, and provide recommendations to maximize value. 

  • Conduct training sessions, either remotely or on-site, to educate customers on the features, functionalities, and best practices of our software.  

  • Help customers leverage our tools effectively to meet their specific business needs. 

  • Engage proactively with customers to increase user adoption and communicate best practices. 

  • Implement save plays with at-risk customers. 

  • Track and analyze customer success metrics, such as customer satisfaction, adoption rates, and retention.  

  • Prepare reports and deliver presentations to the management team, highlighting key findings and recommendations for improvement. 

  • Stay up-to-date with industry trends, best practices, and competitive landscape.  

  • Share knowledge and insights with customers to help them stay ahead in their respective industries. 

  • Gather feedback from customers regarding their experiences, challenges, and suggestions.  

  • Advocate for customer needs internally, providing insights to the product development and marketing teams to drive continuous improvement. 

  • Use automation to communicate with a large book of SMB customers. 

  • Process customer cancellations and offboardings. 

  • Enable upsells. 

  • Communicating and promoting new features. 

  • Identifying customers interested in beta testing or early adoption. 

  • Providing upsell leads to AM team. 

  • Collaborate with other functional areas.  

  • Communication with Sales, Onboarding, Product, and Support to ensure short time to first value, speedy resolution of technical issues, and feedback to the Product team. 

  • Take the initiative to identify areas of improvement.  

  • Take on projects and create opportunities.  

  • Provide constructive feedback to your manager to help make RevenueWell better. 

WHAT WE’RE LOOKING FOR:  

  • Associate’s or Bachelor’s degree in a related field (or equivalent experience).  

  • 1-2+ years experience in Customer Success in a SaaS environment.  

  • Exposure to working in a SaaS or tech environment.  

  • Strong communication and interpersonal skills, with the ability to build rapport and maintain relationships with diverse stakeholders. 

  • Excellent problem-solving and decision-making abilities, with a customer-focused mindset. 

  • Technical aptitude and the ability to understand and effectively communicate technical concepts. 

  • Analytical skills to track and interpret customer success metrics and provide data-driven insights. 

  • Project management skills to handle multiple customer accounts simultaneously and prioritize tasks. 

  • Familiarity with CRM and customer success platforms/tools. 

  • Passion for technology, innovation, and the SaaS industry. 

  • Ability to implement many strategies for a large book of customers. 

  • Ability to manage your time to allow for strategic planning and prioritization. 

  • Ability to focus on customer experience and desired business outcomes. 

  • Strong ability to handle sensitive and high-level conversations. 

  • Ability to apply knowledge of digital engagement models and technologies. 

  • Ability to read people and adapt with the appropriate tone, engagement, and empathy. 

  • Ability to maintain a positive attitude and calm demeanor. 

WHAT’S IN IT FOR YOU:  

  • Competitive Compensation: This position offers a base salary and bonus. Employees who demonstrate successful goal attainment and commitment will have the opportunity for career growth and advancement in the organization.  

  • Entrepreneurial Culture: You manage your business. We strongly encourage our Employees to leverage their skill sets and creativity to provide the best service and solutions to our current clients.  

  • Work/Life Balance: A super laid-back environment where hustle goes a long way and work is enjoyable. A true Work Hard Play Hard mentality. We believe in working hard, for our clients every day while ensuring satisfaction in your role and ample time to enjoy activities outside of work. Along with having remote flexibility.  

  • YOU Make the Difference: You’ll spend your days building and maintaining relationships with new and existing customers. You will be consulting with health professionals to help them be more profitable, to be more present for their patients, and to make office life easier!  

  • Great Benefits: Several comprehensive benefit offerings to choose from and a no-wait 401k plan with company match.  

      

RevenueWell is an Equal Opportunity Employer of minorities, females, protected veterans, and individuals with disabilities. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.   

  

No search firm solicitations, please.  

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