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Enterprise Customer Success Manager

📅 Jul 7
Customer SuccessAccount ManagementB2B SaaSCustomer Retention
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📜 Description

  • Identify opportunities to expand accounts with products and services aligned to client goals.
  • Define success measures with clients and track KPIs, ROI, and account health to support retention.
  • Serve as a trusted advisor to executive stakeholders and proactively resolve account risks.
  • Coordinate renewals, upsells, and expansion contracts with Sales and leadership.
  • Guide clients through implementation handoff, go-live, and adoption; support complex integrations with client workflows.
  • Conduct quarterly business reviews and share client feedback with the Product team.

🛠️ Requirements

  • The Strategic Generalist: You have a Bachelor’s degree in Business, Healthcare Administration, or a related field.
  • Proven CSM Track Record: 5+ years of experience in Customer Success or Account Management (B2B SaaS preferred), specifically focused on retention and revenue growth.
  • Integration Savvy: While you don't need to be a developer, you possess a strong mental model of how complex system integrations and APIs work to support business processes.
  • Commercial Mindset: You are comfortable discussing contracts, identifying upsell opportunities, and negotiating renewals.
  • Relationship Architect: You excel at building rapport with both technical users and C-suite executives.
  • Proactive Problem Solver: You don't wait for a client to complain; you use data to spot trends and offer solutions before the client knows they need them.
  • Healthcare/HealthTech Experience: (Bonus) Familiarity with the nuances of healthcare delivery or clinical operations.

✨ Benefits

  • Medical
  • Dental
  • Vision plans
  • Flexible Spending/Health Savings Accounts
  • Flexible PTO
  • 401(k) + Company Match
  • Life Insurance
  • Pet insurance
Full job description

About OpenLoop

OpenLoop was co-founded by CEO, Dr. Jon Lensing, and COO, Christian Williams, with the vision to bring care anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering meaningful virtual support to patients across an expansive array of specialties, in all 50 states.

About the Role

OpenLoop is looking for an Enterprise Customer Success Manager to join our team remotely or at our HQ in Des Moines, IA. In this role, you will be responsible for collaborating closely with Customer Success leadership and continuously developing the client experience from start to finish, ultimately contributing to relationship retention and growth.

What You'll Do

  •  Drive Account Growth & Diversification: Proactively identify opportunities to expand OpenLoop’s footprint within your book of business by introducing new products and service lines that align with client goals.

  • Ensure Customer Success & ROI: Partner with clients to define "success" and track key performance indicators (KPIs) to ensure they are realizing maximum value from our solutions.

  • Churn Mitigation: Monitor account health signals and engagement data to proactively identify and resolve risks before they impact retention.

  • Strategic Relationship Management: Act as the primary point of contact for executive stakeholders, moving beyond tactical support to become a trusted advisor.

  • Integration Advocacy: Navigate complex system integrations by understanding how OpenLoop’s infrastructure connects with client workflows, ensuring a seamless data and operational exchange.

  • Lead Renewals & Upsells: Collaborate with Sales and Leadership to manage the end-to-end renewal process and execute expansion contracts.

  • Voice of the Customer: Synthesize client feedback into actionable insights for the Product team to influence the roadmap toward high-growth features.

  • Onboarding & Lifecycle Management: Lead clients through the transition from implementation to "go-live," ensuring a smooth handoff and immediate adoption of key features.

  • Data-Driven Reviews: Conduct regular Business Reviews (QBRs) to analyze program performance, showcase ROI, and plan for future scaling.

 

Who You Are

  • The Strategic Generalist: You have a Bachelor’s degree in Business, Healthcare Administration, or a related field.

  • Proven CSM Track Record: 5+ years of experience in Customer Success or Account Management (B2B SaaS preferred), specifically focused on retention and revenue growth.

  • Integration Savvy: While you don't need to be a developer, you possess a strong mental model of how complex system integrations and APIs work to support business processes.

  • Commercial Mindset: You are comfortable discussing contracts, identifying upsell opportunities, and negotiating renewals.

  • Relationship Architect: You excel at building rapport with both technical users and C-suite executives.

  • Proactive Problem Solver: You don't wait for a client to complain; you use data to spot trends and offer solutions before the client knows they need them.

  • Healthcare/HealthTech Experience: (Bonus) Familiarity with the nuances of healthcare delivery or clinical operations. 

Our Benefits

In addition, for salaried positions you would also be eligible for:

  • Medical, Dental, and Vision plans

  • Flexible Spending/Health Savings Accounts

  • Flexible PTO

  • 401(k) + Company Match

  • Life Insurance, Pet insurance, and more

Our Company

We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.

Sound like a good fit? We’d love to meet you.

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