Team Lead, Client Success

PatientNow

Remote, United States
**
2+ years client success experience
Experience managing high-volume customer portfolios
Hands-on experience with churnzero and salesforce
** PatientNow is seeking a Team Lead, Client Success to manage and coach a small team of Client Success Managers while overseeing a high-volume customer portfolio in the emerging markets segment. The ideal candidate will have experience in customer success, coaching, and familiarity with SaaS and healthcare technology. **

Job Summary

  • This player-coach role leads a small team of Client Success Managers while managing a high-volume portfolio of emerging customers.
  • The position focuses on driving retention, adoption, and expansion through the use of ChurnZero playbooks and AI-assisted workflows.
  • Candidates will partner with cross-functional teams to build digital-first customer programs including webinars and lifecycle campaigns.

Matching Summary

Match Score: 75

** PatientNow is seeking a Team Lead, Client Success to manage and coach a small team of Client Success Managers while overseeing a high-volume customer portfolio in the emerging markets segment. The ideal candidate will have experience in customer success, coaching, and familiarity with SaaS and healthcare technology. **

Skills & Requirements

Must-have

  • 2+ years Client Success experience
  • Experience managing high-volume customer portfolios
  • Hands-on experience with ChurnZero and Salesforce
  • Proven track record coaching team members
  • Ability to design scalable engagement programs

Nice-to-have

  • Familiarity with PatientNow or medspa software
  • Experience in healthcare technology sector
  • Knowledge of AI tools like ChatGPT and Copilot
  • Background in practice management solutions
  • Strong analytical skills for health score interpretation

Key Requirements

  • 2+ years of Client Success or Account Management experience
  • Demonstrated experience coaching and mentoring others
  • Proficiency with CRM tools and automation platforms

Work Rights

Not specified

Tailored Resume

Cover Letter