Practice with Purpose
Team Lead, Client Success
Location
United States
Posted
15 days ago
Salary
$90K - $100K / year
Seniority
Senior
Job Description
Team Lead, Client Success
PatientNow
• Lead, coach, and develop 2–3 Client Success Managers through 1:1s, portfolio reviews, call coaching, and performance feedback. • Manage a high-volume portfolio of emerging customers, modeling effective prioritization, risk management, adoption, and expansion practices. • Design and improve scalable engagement programs for the Emerging segment, including automated, digital, and human-led touchpoints. • Build and maintain ChurnZero playbooks, including health score triggers, risk alerts, renewal workflows, adoption campaigns, and expansion sequences. • Use AI and automation tools, including ChatGPT, Copilot, ProShort, and similar platforms, to improve efficiency and personalize customer outreach at scale. • Identify churn risk and expansion opportunities using ChurnZero health scores, product usage data, Salesforce insights, and customer signals. • Partner with the Director of Client Success, Strategic Accounts Team Lead, RevOps, and cross-functional teams to define segment KPIs, processes, and best practices. • Build and deliver digital-first customer programs, including webinars, video touchpoints, lifecycle campaigns, and scaled business reviews. • Maintain accurate, actionable customer data in ChurnZero and Salesforce. • Support escalated customer issues and help team members resolve complex customer situations.
Job Requirements
- 2+ years of Client Success, Account Management, or related customer-facing experience, ideally in SaaS, healthcare technology, payments, or practice management software.
- Experience managing a high-volume customer book with responsibility for retention, adoption, and expansion outcomes.
- Demonstrated experience coaching, mentoring, or leading others in a customer-facing role.
- Hands-on experience with customer success platforms, CRM tools, automation, or AI-enabled workflows.
- Experience with Salesforce and ChurnZero strongly preferred.
- Strong analytical skills and comfort using health scores, usage data, renewal signals, and customer behavior to guide action.
- Excellent written and verbal communication skills, including the ability to create scalable customer-facing content.
- Process-oriented mindset with a strong sense of ownership and accountability.
- Familiarity with PatientNow, medspas, salons, aesthetic medicine, elective care, payments, or practice management software preferred.
Benefits
- Health insurance
- Professional development opportunities
- Paid time off
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