Strategic Overview
Customer Success Manager, Small Group at Elation Health is a sales-support opportunity centered on the specialist responsibilities and outcomes described in the employer's listing.
The published role emphasizes work such as Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach. Growth Pipeline Management: Identify and execute upsell…
The role is listed for United States with remote working arrangement, giving candidates the practical context needed to assess fit before applying. Relevant signals in the listing include Customer Support & Success, Any.
Key information at a glance
About This Role
Purpose: To engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.
Responsibilities:
Requirements:
Key Responsibilities & Objectives
- Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
- Growth Pipeline Management: Identify and execute upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging.
- Renewal Management: Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value.
Required Qualifications & Candidate Blueprint
- Technology & Tool Proficiency: Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency.
- Data-Driven Insights: Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.
- 2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms.
Salary & Benefits
Published compensation: USD 80,000 – 105,000 / yearly
- Proactive Risk & Opportunity Management: Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth.
- Interest in healthcare SaaS, digital health, or health operations.
Salary Benchmark
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Full Job Description
The following is the complete job description supplied by the source. We sanitize unsafe markup and remove external links, but do not shorten or rewrite the employer's source content.
Purpose: To engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.
Responsibilities:
- Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
- Proactive Risk & Opportunity Management: Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth.
- Inquiry Management: Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team.
- Growth Pipeline Management: Identify and execute upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging.
- Renewal Management: Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value.
- Technology & Tool Proficiency: Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency.
- Data-Driven Insights: Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.
- Book of Business: 300 - 500 customers, $4M - $6M ARR
Requirements:
- 2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms.
- Interest in healthcare SaaS, digital health, or health operations.
- Passionate about helping others to achieve their goals.
- Strong communication (written + verbal).
- Adaptability, coachability, and customer empathy.
- Experience or interest in CRM tools (e.g., Salesforce, HubSpot), campaign platforms, or digital tools.
- Willingness to learn AI platforms for lifecycle engagement.
- Comfortable promoting new features, upgrades, or adoption messages via campaigns or digital nudges.
Nice to Have:
- Exposure to healthcare workflows or patient/provider engagement is a plus, as well as EHR experience.
Metrics: Retention %, expansion %, proactive touch %, adoption metrics, quota attainment
Salary: $80,000 - $105,000k/yr USD + variable comp
Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.
We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.
Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.
Editor’s Market Perspective (Our Custom Analysis)
Why This Position Matters
This sales-support opening is a useful opportunity for candidates whose experience matches Customer Support & Success, Any. Its strongest career signal is the scope of the work itself — particularly Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach. — rather than a generic title alone.
Resume & Application Strategy
For the application, mirror the employer's language where it truthfully matches your background: foreground Customer Support & Success, Any, quantify outcomes from comparable work, and place the most relevant experience near the top of the resume. If the listing specifies tools, platforms, leadership scope, or domain experience, use those exact terms in context instead of presenting an unrelated keyword list.
We organize source-provided information into this independent job-seeker overview. Compensation is shown only when the source provides it; the official listing remains the authority for current requirements and application instructions.