Customer Success Executive

<div class="content-intro"><p><span style="font-family: arial, helvetica, sans-serif;">Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we <strong>innovate</strong> to positively <strong>impact </strong>patient behaviors. Our purpose-driven approach offers <strong>an inspirational career</strong> opportunity where you can contribute to improving health outcomes for millions of patients nationwide.</span></p> <p><img style="display: block; margin-left: auto; margin-right: auto; max-width: 100%;" src="https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=cover,w=2580,h=480,q=80/sites/www.builtin.com/files/2026-01/Greenhouse%20Cover%20Image.png" alt="" width="699"></p></div><p><strong><span data-contrast="none">Job Summary:</span></strong><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></p> <p><span data-contrast="none">The Customer Success Executive ensures customers get the most from our products, manages all aspects of service from setup to troubleshooting, and promotes engagement and retention.  </span><span data-contrast="auto">As the primary customer advocate, Customer Success Executive partners with provider offices to understand their needs, optimize their experience, and identify opportunities to expand value.</span><span data-ccp-props="{}"> </span></p> <p><strong><span data-contrast="none">What You’ll Do:</span></strong><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Manage the complete service and connectivity device lifecycle, from onboarding through implementation, ensuring smooth operation and timely resolution of issues.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Troubleshoot and resolve hardware and software issues by applying training, resources, and logical problem-solving skills.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Accountable for product training and adoption by proactively engaging customers to drive full and effective use of product feature and functionality. This requires determining the optimal training method for each office and ensuring successful implementation.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Serve as the customer’s trusted advisor, building strong relationships and delivering an exceptional customer experience at every touchpoint.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Monitor account health, usage trends, and feedback to identify risks to retention and opportunities for growth.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Partner cross-functionally with internal teams (sales, technical support, product, operations) to escalate and resolve complex issues.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto">Lead Proactive Cadence Calls and other strategic customer conversations to highlight value, outcomes, and future opportunities.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto">Contribute to continuous improvement by sharing customer insights and recommending enhancements to products and processes.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <p><strong><span data-contrast="none">What We Need:</span></strong><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Proven ability to manage customer relationships with a solution-oriented and customer-first mindset.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Strong critical thinking and problem-solving skills; comfortable learning and applying technical knowledge through training.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Excellent communication skills, with the ability to tailor messaging to end users, office managers, and executives.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Experience in customer success, account management, or related customer-facing role preferred.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Ability to independently manage multiple priorities, remain calm under pressure, and deliver timely results.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">A passion for driving customer engagement, retention, and growth.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <p><strong><span data-contrast="none">What You’ll Need to Be Successful:</span></strong><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Service-oriented with a strong sense of ownership and accountability.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Naturally curious, eager to learn, and adaptable in fast-changing environments.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Ability to simplify complex issues and explain solutions in clear, approachable language.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Strong organizational skills with attention to detail and follow-through.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Proficiency with CRM and customer success tools (e.g., Salesforce) a plus.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Collaborative mindset with the ability to work effectively across teams and influence without direct authority.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto">Entrepreneurial spirit with a proactive approach to identifying opportunities for improvement and growth.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto">Demonstrated ability to balance empathy with driving business outcomes.</span><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></li> </ul> <p><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></p> <p><span data-ccp-props="{"201341983":0,"335559740":240}"> </span></p> <p> </p><div class="content-conclusion"><hr> <p><strong><iframe style="display: table; margin-left: auto; margin-right: auto;" src="https://www.youtube.com/embed/SFyOj6RJ58Q?si=hKwMuKj0NzuXrIIG" width="560" height="314"></iframe></strong></p> <p><span style="font-family: arial, helvetica, sans-serif;"><strong>About PatientPoint: <br></strong>PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at <a href="https://www.patientpoint.com">patientpoint.com</a>. <br></span></p> <p><span style="font-family: arial, helvetica, sans-serif;"><strong>Latest News & Innovations: </strong></span></p> <ol> <li style="font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif;">Why is PatientPoint a Best Place to Work! <a href="https://careers.patientpoint.com/our-patientpoint-of-view?p=why-is-patientpoint-a-best-place-to-work">Read More</a></span></li> <li style="font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif;">Teammate Honored as "Top Woman in Tech". <a class="XeBSGLNqCcbVjjHBwlpTAKSMNQlFZLePC " href="https://careers.patientpoint.com/our-patientpoint-of-view?p=meet-annie-named-a-2026-top-woman-in-tech" data-test-app-aware-link="">Read More</a></span></li> <li style="font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif;">Recognized on Vault’s Top Internship List. <a class="XeBSGLNqCcbVjjHBwlpTAKSMNQlFZLePC " href="https://bit.ly/4oWDual" data-test-app-aware-link="">Read More</a></span></li> </ol> <p><span style="font-family: arial, helvetica, sans-serif;"><strong>What We Offer: </strong></span><br><span style="font-family: arial, helvetica, sans-serif;" data-teams="true"><span class="ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak">We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates.</span></span></p> <div> <p><span style="font-size: 8pt; font-family: arial, helvetica, sans-serif;"><em>PatientPoint recognizes that privacy is important to you. Please read the PatientPoint <a href="https://www.patientpoint.com/privacy-policy">privacy policy</a>, we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V</em></span></p> </div></div>