Customer Success Manager

Tebra only initiates contact with candidates via email from an official Tebra email address (@ tebra.com , @ patientpop.com , or @ kareo.com ) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging. About the Role As a Customer Success Manager, you will be the main point of contact for providing guidance to our strategic customers. You will work with our customers to outline their key performance metrics and assist them in utilizing our platform to optimize their workflow, and help them reach their digital marketing goals. You will be a keen problem solver who can think quickly on their feet and diagnose customer issues. You will need to formulate a strategy and deliver results. CSMs have consistently proven to be self-starters who thrive in a fast-paced environment and are confident to take control of customer conversations and provide clear guidance on how high-value customers can accomplish their goals. Your Area of Focus Nurture, expand and retain our Strategic customer base of customers spending over $15,000 in annual revenue. Understand clients' business and digital marketing goals, set expectations, and assess what they need to achieve full system adoption. Develop a customized strategic plan for clients and proactively monitor progress, providing necessary resources to increase lifetime customer value. Conduct strategic outreach to your client base, focusing on adoption, retention, or revenue drivers using customer health and engagement analytics. Provide personalized recommendations on how adopting the core product or add-on services can drive value for clients. Achieve ARR Retention and Expansion revenue goals each quarter, ensuring all personally supported accounts are progressing towards full utilization of the application. Tailor conversations to clients' needs, document and resolve open action items and critical gaps promptly, leveraging your product and customer knowledge. Demonstrate expertise in learning new solutions quickly and finding creative and strategic solutions for clients' growth and goals. Deepen knowledge of industry, digital marketing best practices, and consultative selling tactics through continued learning opportunities provided throughout your tenure. Collaborate with Marketing, Product, and other Customer Success teams to test new initiatives' effectiveness and provide customer feedback and workflow optimization opportunities. Your Professional Qualifications 1+ years experience leading high value client projects or solving complex problems. A passion for energetic and fast-paced environments. Proven self-learner who thrives in the opportunity to take initiative. Demonstrated ability to quickly learn and adapt to new technologies. Excellent communicator with the ability to formulate digestible solutions. About Tebra Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra. Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we’re building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today. Our Values Start with the Customer We get to know our customers - and their patients - and look at the world through their lens. Keep It Simple Healthcare is too complex. We aim to simplify it for everyone. Stay Entrepreneurial We reject the status quo and solve problems with creativity, perseverance, and a bias to action. Better Together We are diverse, humble, and collaborative. We put the team first and win together. Celebrate Success Life is short and joy is underrated. We take time to have fun and celebrate success. Perks & Benefits In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out obe Fitness or Gympass for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences. #LI-SS1 #LI-Remote In compliance with California's pay transparency laws, the compensation range for this position will be provided and may include an hourly rate, annual salary, or On-Target Earnings (OTE), depending on the nature of the role. The specific compensation structure and detailed range will be discussed with qualified candidates during the initial talent screen. Remote Pay Range $76,500 — $81,000 USD Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: If you would like to report a fraudulent Tebra job posting, please contact us at [email protected] and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too. As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.