Elation Health

Customer Success Manager, Small Group

USA, United States full-time Mid Salary not listed
full-time Mid level Technology & IT Curated
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About the role

Purpose: To engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.

Responsibilities:

Scaled Engagement & Product Adoption Model: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.

Proactive Risk & Opportunity Management: Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth.

Inquiry Management: Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team.

Growth Pipeline Management: Identify and execute upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging.

Renewal Management: Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value.

Technology & Tool Proficiency: Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency.

Data-Driven Insights: Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.

Book of Business: 300 - 500 customers, $4M - $6M ARR

Requirements:

2+ years of experience, in CS or customer-facing sales roles in healthcare SaaS or RCM platforms.

Interest in healthcare SaaS, digital health, or health operations.

Passionate about helping others to achieve their goals.

Strong communication (written + verbal).

Adaptability, coachability, and customer empathy.

Experience or interest in CRM tools (e.g., Salesforce, HubSpot), campaign platforms, or digital tools.

Willingness to learn AI platforms for lifecycle engagement.

Comfortable promoting new features, upgrades, or adoption messages via campaigns or digital nudges.

Nice to Have:

Exposure to healthcare workflows or patient/provider engagement is a plus, as well as EHR experience.

Metrics: Retention %, expansion %, proactive touch %, adoption metrics, quota attainment

Salary: $80,000 - $105,000k/yr USD + variable comp

Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT CRM Digital Marketing Sales Customer Success Mid level

Likely questions

  1. Tell us about work you have done that is close to the Customer Success Manager, Small Group role.
  2. How would you approach your first 30 days at Elation Health?
  3. Which of CRM, Digital Marketing and Sales have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with CRM, Digital Marketing and Sales.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Customer Success Manager, Small Group role because I can bring practical experience in CRM, Digital Marketing and Sales, learn the team quickly, and contribute to the outcomes Elation Health needs from this hire.

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