ModMed Logo

ModMed

Customer Success Manager, Strategic

Posted 7 Hours Ago
Be an Early Applicant
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

Yesterday
Remote
United States
155K-193K Annually
Senior level
155K-193K Annually
Senior level
Digital Media • Information Technology • Productivity • Software
Lead post-sale strategy for ~15 high-value enterprise accounts, drive outcome-focused engagement cadences, conduct use-case discovery, analyze usage and adoption data to identify risk and expansion, partner with Sales and cross-functional teams to deliver enablement and measurable business impact, and manage stakeholders to secure renewals and organic growth.
Top Skills: GainsightTableau
Yesterday
Remote
5 Locations
104K-183K Annually
Senior level
104K-183K Annually
Senior level
Artificial Intelligence • Big Data • Cloud • Machine Learning • Software
Lead a portfolio of enterprise strategic accounts as primary customer contact. Drive adoption, retention, and advocacy through cross-functional coordination, executive reviews, success plans, health metric monitoring, and stakeholder management to deliver business value.
Top Skills: Crm SystemsCustomer Success Platforms
Yesterday
In-Office or Remote
4 Locations
104K-183K Annually
Senior level
104K-183K Annually
Senior level
Artificial Intelligence • Big Data • Cloud • Machine Learning • Software
Serve as primary advisor for a portfolio of strategic enterprise accounts: drive adoption, retention and value realization through cross-functional orchestration, success plans, Quarterly Business Reviews, executive presentations, customer health monitoring, and proactive issue resolution.
Top Skills: AICrm SystemsCustomer Success PlatformsGenesys Cloud

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account