ModMed Logo

ModMed

Customer Success Manager, Strategic

Reposted One Month Ago
Remote
Hiring Remotely in USA
Junior
Remote
Hiring Remotely in USA
Junior
Serve as primary customer contact and trusted advisor for strategic accounts, drive renewals and upsell, manage escalations, lead QBRs/ABRs, execute lifecycle milestones and SOPs, leverage ChurnZero, Qlik, Salesforce and PowerBI data to boost adoption and outcomes.
The summary above was generated by AI

Join the Team Modernizing Medicine

At ModMed, we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This "for doctors, by doctors" philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.

A Culture of Excellence

When you join ModMed, you’re joining an award-winning team recognized for innovation and employee satisfaction.   From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem-solvers on a mission to increase medical practice success and improve patient outcomes:

  • Consistently ranked as a Top Place to Work

  • 2025 Globee Business Awards: Gold Globee for “Technology Team of the Year”

  • 2025 Black Book Awards: Ranked #1 EHR in 11 Specialties

  • Florida Venture Forum: Venture-Backed Company of the Year

We are growing fast, thinking big, and we are just getting started.

Ready to modernize medicine with us?

Job Description Summary:

Job Description

ModMed is hiring a driven Customer Success Manager to join our positive, passionate, and high-performing Strategic Customer Success team, focused on being the trusted advisor by proactively identifying opportunities, managing escalations, and executing key lifecycle milestones. This is an exciting opportunity to understand customers’ business goals and advocate on their behalf by proactively identifying risk(s) and collaborating internally to deliver solutions and identify appropriate upsell opportunities within a fast-paced Healthcare IT company that is truly Modernizing Medicine! The CSM will be held accountable for articulating the value of our SaaS cloud platform while driving customer engagement and adoption.

Your Role:

  • Serve as the primary point of contact and trusted advisor for assigned customers, ensuring ongoing success and satisfaction.

  • Strategically manage and execute client renewals, including annual uplift discussions.

  • Evaluate customer needs and activities to provide personalized recommendations and consultative support.

  • Escalate and manage issues that impact customer experience, adoption, and success.

  • Proactively identify areas where ModMed solutions can address inefficiencies or improve workflows.

  • Lead and facilitate Quarterly and Annual Business Reviews (QBRs, ABRs), progress reports, and data-driven performance updates.

  • Communicate effectively and consistently with internal teams and external stakeholders to ensure alignment and timely resolution of issues.

  • Take ownership of customer success processes, including milestone execution and SOP adherence (e.g., EMA to EMA conversions, DDFE, license swaps).

  • Leverage data and insights from ChurnZero, Qlik, Salesforce, and PowerBI to inform strategy and drive results.

  • Create and update internal SOPs as needed to promote knowledge sharing and continuous improvement.

Skills & Requirements:

  • Bachelor's Degree, required. Master’s Degree, preferred.

  • 2-3+ years of relevant experience or equivalent combination of experience.

  • Foundational knowledge of EMA (1 to 3 specialties), PM, and ModMed’s ancillary products.

  • Foundational understanding of Revenue Cycle Management (RCM) and Boost services.

  • Proficient use of Salesforce, ChurnZero, PowerBI, Qlik, Jira, AskNicely, and Gainsight.

  • Conversational knowledge of EMA to EMA (E2E) and EHR to EMA data conversions, including project duration.

  • Understanding of the full client lifecycle and success metrics.

  • Comfortable communicating with a range of practice POCs.

  • Empathetic and approachable relationship builder.

  • Excellent communication, presentation and teamwork skills.

  • Organized, adaptable, and self-motivated.

  • Results-oriented with a clear focus on KPIs and value-based selling.

  • Travel required up to 10%.

ModMed Benefits Highlight:  At ModMed, we believe it’s important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:

United States

  • Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution,
  • 401(k):  ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.
  • Generous Paid Time Off and Paid Parental Leave programs,
  • Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs,
  • Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed,
  • Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning,
  • Global presence and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office-based roles and remote availability for some roles,
  • Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.

PHISHING SCAM WARNING: ModMed is among several companies recently made aware of a phishing scam involving imposters posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from ModMed without a formal interview process, and valid communications from our hiring team will come from our employees with a ModMed email address ([email protected]). Please check senders’ email addresses carefully.  Additionally, ModMed will not ask you to purchase equipment or supplies as part of your onboarding process. If you are receiving communications as described above, please report them to the FTC website.

Similar Jobs

2 Days Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
112K-150K Annually
Senior level
112K-150K Annually
Senior level
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Manage strategic public-sector customers using Samsara’s IoT platform. Build joint success plans, lead executive business reviews and customer workshops, recommend workflow improvements, explain technical products, remove barriers to business value, and collaborate with Sales, Support, Sales Engineering, and Product. Mentor Customer Success and Support teams while supporting cities, states, school districts, and universities.
Top Skills: Connected Operations CloudDriver WorkflowsEquipment MonitoringIotSaaSVehicle TelematicsVideo-Based Safety
Yesterday
Remote
United States
107K-126K Annually
Senior level
107K-126K Annually
Senior level
Fintech • Software
Manage value realization, adoption, customer health, and strategic growth for large lending-industry customers. Lead business reviews using performance benchmarks, develop account and enablement plans, guide adoption of AI agents, coordinate internal teams, manage recovery plans, and identify expansion opportunities. Serve as an executive advisor across mortgage, home equity, and consumer lending operations.
Top Skills: Ai AgentsArtificial IntelligenceB2B SaasBlend AutopilotCloud Banking Platform
3 Days Ago
In-Office or Remote
147K-200K Annually
Senior level
147K-200K Annually
Senior level
Other • Travel
Own strategic relationships with global enterprise hotel brands, coordinating deployments, adoption, account planning, executive business reviews, risk mitigation, and expansion opportunities. Partner cross-functionally with Implementation, Sales, Product, Engineering, and Support teams to drive customer outcomes, resolve escalations, influence the roadmap, and develop customer advocacy.
Top Skills: AISaaS

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account