About the Role
We’re seeking a Customer Success Consultant to ensure our clients achieve measurable value and satisfaction with our products and services. In this role, you’ll drive retention and sales growth, partner with clients to shape success plans, and collaborate across teams to create impactful solutions. You’ll own customer relationships, guide workshops and meetings, and ensure smooth execution of strategic initiatives.
This is an opportunity to influence high-impact projects, develop client-focused processes, and position yourself as a trusted advisor to our customers.
How You’ll Make an Impact
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Develop and execute Customer Success Plans in partnership with clients.
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Collaborate with the sales team to identify upsell opportunities.
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Manage client issues, ensuring proper internal escalation and expectation-setting.
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Lead client interactions, from weekly check-ins to in-depth workshops.
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Use tools and data to build repeatable processes that streamline customer success across client types (direct-to-consumer, health plans, primary care clinics).
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Design and deliver strategic and ad hoc reporting.
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Perform needs analyses to recommend effective solutions.
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Spot opportunities for data sharing, knowledge exchange, and process automation.
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Support and oversee the management of internal “house” accounts.
Qualifications
Required:
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Bachelor’s degree or equivalent work experience.
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5+ years of experience in customer success, client management, or a related field.
Preferred:
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Strategic thinker who can connect business strategy and technology to client outcomes.
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Strong communication and presentation skills, with the ability to influence stakeholders at all levels (including C-suite).
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Comfortable delivering product demonstrations.
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Proven leadership qualities: ownership mindset, confidence with humility.
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Analytical and process-driven, with intellectual curiosity.
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Experience in fast-paced environments; self-starter mentality.
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Familiarity with Customer Success tools such as Gainsight, Salesforce, Tableau, and Google Workspace.
Key Attributes
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Proactive, accountable, and results-driven.
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Excellent listener who can identify both expressed and unmet client needs.
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Strong organizational and time management skills with attention to detail.
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Confident decision-maker, adaptable to changing conditions.
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Exceptional written and verbal communicator.
Physical Demands
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Manual dexterity and hand-eye coordination.
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Ability to stand, walk, and sit for extended periods.
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Occasionally lift and carry items up to 20 lbs.
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Requires corrected vision, hearing, and speech within normal ranges.
Compensation & Benefits
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Competitive salary: $81,492 – $101,865 annually
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Bonus eligibility
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[Add benefits details here—healthcare, retirement plans, PTO, etc.]
Why Join Us?
This is more than a customer-facing role—it’s a chance to shape processes, influence client outcomes, and grow strategically in a fast-paced, supportive environment. If you’re ready to combine strategy, technology, and customer success to drive impact, we’d love to hear from you.
👉 Apply now to join us as a Customer Success Consultant.