Customer Success Manager, Enterprise
HHA Exchange
Job Summary
HHAeXchange is seeking a proactive and experienced Customer Success Manager (CSM) to manage a portfolio of 30-50 enterprise accounts. The role involves guiding clients through their entire lifecycle, focusing on partnership management, executive alignment, and tailored success strategies. The CSM will ensure clients maximize value from HHAeXchange solutions, driving high renewal rates and identifying expansion opportunities. Success is measured by net retention, executive relationship depth, and collaboration with the Account Management team. Responsibilities include managing customer relationships from onboarding to renewal, developing stakeholder relationships, monitoring customer health, leading business reviews, and effectively communicating technical concepts. The role also requires leveraging generative AI tools and prompt engineering, acting as a customer advocate internally, and utilizing customer data and analytics. Experience with Gainsight and Salesforce is required. Travel is expected to be 10-25%.
Must Have
- Manage end-to-end customer relationships
- Develop strong stakeholder relationships
- Monitor customer health and mitigate risks
- Drive high renewal rates and expansion
- Lead business reviews with senior leadership
- Engage in technical discussions
- Utilize generative AI and prompt engineering
- Serve as a customer advocate
- Track progress with data and analytics
- 3+ years in Customer Success/Account Management
- Experience in enterprise SaaS
- Proficiency in Gainsight and Salesforce
- Ability to work independently
Good to Have
- Experience in healthcare technology
- Experience with Medicaid programs
Perks & Benefits
- Competitive health plans
- Paid time-off
- Company paid holidays
- 401K retirement program with company match
Job Description
Essential Job Duties
- Own and manage the end-to-end relationship for a portfolio of assigned HHAeXchange customers, including onboarding, adoption, value realization, renewal, and expansion.
- Develop and maintain strong relationships with key customer stakeholders, including executive decision-makers, to understand their business objectives and ensure alignment with HHAeXchange solutions.
- Proactively monitor customer health, identify and mitigate risks, and lead strategic conversations to demonstrate the ongoing value and ROI of HHAeXchange products.
- Drive high renewal rates within your portfolio and collaborate with the sales team to identify and nurture expansion opportunities based on deep understanding of customer needs and successes. Net retention, customer health, adoption, and advocacy will be key performance metrics for this role.
- Confidently lead business reviews and strategic discussions with senior client leadership, articulating value and influencing decision-making.
- While not a technical support role, this role requires being able to comfortably engage in technical discussions, understand customer workflows, and effectively communicate technical concepts to non-technical audiences.
- Leverage extensive experience with generative AI tools and prompt engineering to enhance customer engagement, develop strategic insights, and optimize internal processes.
- Serve as a customer advocate internally, working closely with Product Management to relay customer feedback and contribute to the continuous improvement of our offerings. Collaborate with Sales, Implementation, and Support teams to ensure a seamless customer experience.
- Utilize customer data and analytics to track progress, identify trends, and proactively address customer needs. Use Gainsight and Salesforce to manage customer relationships, retention, and health.
Other Job Duties
- Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
- Travel 10-25%, including overnight travel
Required Education, Experience, Certifications and Skills
- Bachelor's degree in a related field or equivalent practical experience.
- Proven experience (3+ years) in Customer Success, Account Management, or a similar client-facing role within the enterprise SaaS industry.
- Demonstrated ability to manage a similar sized portfolio of customers and drive strong net retention.
- Excellent executive presence and communication skills, with the ability to engage and influence senior-level stakeholders.
- Strong analytical and problem-solving skills, with a data-driven approach to customer management.
- Proficiency in using Customer Success platforms (e.g., Gainsight), CRM systems (e.g., Salesforce), and other relevant business tools.
- Extensive hands-on experience with generative AI tools and prompt engineering techniques.
- Previous experience in the healthcare technology sector, particularly with Medicaid programs, is a significant plus but not required.
- Ability to work independently and manage multiple priorities in a fast-paced environment.