• Support in organizing customer base data and information; • Perform initial system setup for new clients, including registering procedures, users, and project/site data; • Create and update support materials, such as guides and tutorials; • Assist the team with administrative and operational tasks; • Monitor the CS team’s calendar, helping to confirm appointments with clients; • Attend internal and external meetings to support the team.

• Serve as the primary contact for GoTab restaurants and venues • Establish, grow, and manage relationships with new and existing customers • Act as an advocate for GoTab in each relationship to drive adoption, retention, and participation in new features and products • Coordinate each phase of a successful and timely rollout of product launch • Support and provide technical troubleshooting to GoTab operators where and when needed • Function as a product expert and technical communications resource for clients via support • Support the GoTab technical team, customers, and end-users as needed • Contribute to continuous improvement efforts as relates to product usability and performance based on consumer feedback

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance. Key Responsibilities - Practice Success & Growth Strategy - Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. - Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. - Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. - Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. - Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. - Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. - Territory & Account Management - Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. - Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. - Collaboration & Resource Optimization: Work cross-functionally with internal teams—including Sales, Marketing, and Corporate Support—to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. - Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) - Accountability & Performance Excellence - Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. - Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. - Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. - Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes. Qualifications - Bachelor’s degree in relevant discipline - Three (3) years related work experience in account management - One (1) year related work experience in sales - Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint. Preferred Qualifications - Experience working in healthcare, medical sales, or clinic operations. - Experienced with travel and expense reporting tools, mapping software, and CRM systems. Benefits - Be part of a mission-driven organization leading innovation in personalized healthcare. - Drive transformation and growth in a dynamic, fast-paced environment. - Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles. - Comprehensive benefits: health, dental, vision insurance, and retirement plans. - Professional development: access to ongoing training and leadership development programs. - Positive work environment: consistently recognized as a Great Place to Work®, fostering a culture of collaboration and excellence.

• Develop and maintain strong, long-term partnerships with key stakeholders and executives to support their strategic goals. • Proactively engage with customers to understand their goals, track key performance indicators (KPIs), and ensure they achieve measurable outcomes using Common Room. Guide customers in realizing the full value of our platform. • Take ownership of contract renewals, negotiations, and expansion opportunities. Identify upsell opportunities by aligning customer needs with Common Room’s product offerings. • Act as a product expert and advisor, delivering tailored training sessions, best practice recommendations, and strategic insights. Enable customers to drive adoption and success through ongoing education and support. • Collaborate with clients to develop tailored account plans, including milestones, objectives, and success metrics. Monitor progress, provide regular updates, and adjust strategies as needed to ensure continued success. • Proactively identify potential risks to customer satisfaction and retention. Develop and execute mitigation plans to address challenges before they impact the client’s success. • Represent customer perspectives to internal teams, providing valuable insights that inform product development and improve the customer experience. • Partner closely with Sales, Marketing, Product, and Support teams to ensure a seamless and cohesive customer journey.