🍪
dismiss
Privacy Notice
This website uses cookies to improve your web experience. By using the site, you agree to the use of cookies.
Customer Success Manager
Remote (US)CX – Customer Success /Full-Time /Remote
APPLY FOR THIS JOB
Tonkean is the world’s first totally customizable process experience platform. With Tonkean, you can create intelligent, personalized automations that integrate with every app or system your organization uses. You can cultivate an employee experience that democratizes access to innovative technologies traditionally only available to highly trained developers. You can enable employees to focus more fully on high-value tasks, because you can enable them to automate low-value tasks. You can create inbox solutions that automatically analyze, prioritize, and route unstructured requests coming from any source, and you can track the status of action items as employees collaborate across teams to complete them. And you can design processes that employees are guaranteed to adopt and benefit from no matter their technical acumen, because Tonkean meets employees where they are—eliminating the need for change management—and is 100% no-code.
At Tonkean, we believe that all this—compliance, efficiency, operational excellence—requires high levels of process adoption. But to ensure high levels of process adoption, you need to create processes that provide a great employee experience: that serve employees’ needs, understand their preferences, and solve their problems.
To that end, you need a barrier-breaking technology partner. That’s what Tonkean seeks to be.
ROLE OVERVIEW
We are seeking a seasoned and empathetic Customer Success Manager to join Tonkean and help shape the future of our CS function. In this role, you will work directly with high-revenue enterprise customers across a wide range of industries to ensure adoption, retention, and expansion. You’ll be responsible for building deep relationships with executive stakeholders, guiding them through the customer lifecycle, and ensuring they realize measurable business outcomes from Tonkean.
This role is ideal for an experienced Customer Success professional who thrives in high-growth environments, is strategic in approach, and is passionate about customer value. You’ll influence the evolution of Tonkean’s success model, partner cross-functionally with sales and product, and serve as a trusted advisor to our most strategic accounts.
WHAT YOU WILL WORK ON
Drive adoption, retention, and expansion within a portfolio of enterprise customers, ensuring long-term partnership and measurable business impact
Develop and manage customer lifecycle strategies, complete with milestones to guide customers toward maximum value realization
Define and execute scalable approaches to engagement, proactively identifying risks and opportunities within accounts
Partner with Sales to support renewals, upsells, and expansion opportunities
Serve as the voice of the customer to the product team—providing feedback that helps shape the roadmap—and communicate product insights back to customers
Build engagement models and methodologies that ensure customers are educated, enabled, and delighted throughout their journey with Tonkean
Contribute to the development of best practices, playbooks, and scalable processes for the broader CS organization
Represent Tonkean with executive presence, guiding senior stakeholders on change management, adoption, and ROI
ABOUT YOU
5+ years in Customer Success or equivalent customer-facing role within enterprise SaaS
Proven ability to develop strategies, translate them into initiatives, and drive measurable outcomes
Deep sense of empathy and curiosity in working with customers to solve complex problems
Strong executive presence with excellent communication and interpersonal skills
Technical aptitude and ability to engage productively with product and engineering teams
Comfort working in fast-paced, high-growth environments with ambiguity and change
Self-motivated, outcome-driven, and passionate about creating an excellent customer experience
Bachelor’s Degree required
OUR VALUES
There Is Always A Way. Nothing is impossible. Every problem has a solution—you just need to find it.
Think People First. We invest in and prioritize people. We win as a team, listen with purpose, and value diversity.
Start With Why And Fail Fast. Action and progress drive innovation. Every “how” begins with a meaningful “why.”
No BS. Stay focused, keep it simple, and always move the needle.
PERKS AND BENEFITS
Competitive compensation & equity package
Virtual social events, and annual company offsite
401k, Medical, dental, and vision insurance
Tonkean provides each employee with a MacBook Pro and a one-time work from home setup stipend of $1000(USD) upon commencing employment to purchase desk, chair and other work from home tools.
$145,000 - $165,000 a year
This role offers a competitive compensation package, including a base salary, performance-based incentives, and equity opportunities. Compensation will be commensurate with experience, skills, and qualifications. Tonkean also offers a comprehensive benefits package to support the well-being of our employees.
Tonkean welcomes everyone. We believe every member of our team enriches our diversity and inclusion by broadening our ways of problem-solving for future challenges. Even if you don't meet 100% of the qualifications for this job, we strongly encourage you to apply.
Tonkean is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. We believe diversity is important to building a successful business and do not discriminate based upon race, religion, color, national origin, sex, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or any other status protected by the laws or regulations in the locations where we operate. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with criminal histories.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
APPLY FOR THIS JOB
Tonkean Home Page
Jobs powered by
Listed by Tonkean for a position based in the United States. Employers on this board attest they are hiring domestically.
Back to jobs
Provider Growth & Success Manager (Ohio)
Remote
Apply
About Wonderschool
Wonderschool’s mission is to ensure every child has access to early childhood education that helps them realize their full potential. We empower small business owners - childcare providers - to launch and grow programs through software, coaching, and support, while partnering with governments to modernize childcare infrastructure.
We are building a category-defining platform at the intersection of marketplace, SaaS, and public sector systems - now increasingly powered by AI. Our products help providers run and grow their businesses, from enrollment and marketing to licensing, compliance, and daily operations.
Our team is small, fast-moving, and deeply focused on building systems that scale. We value people who take ownership, experiment quickly, and use modern tools - including AI and automation - to increase their leverage and impact.
Position Summary
This role blends customer success, business consulting, and operational enablement - owning the end-to-end lifecycle from onboarding through growth and expansion. You will work closely with business owners to improve performance across key levers including revenue growth, operational efficiency, and long-term sustainability.
Success in this role requires strong business judgment, structured problem-solving, and the ability to influence outcomes through both direct engagement and scalable systems.
Responsibilities
Drive Provider Success & Growth
Support providers across their full lifecycle - from onboarding and launch to ongoing growth and expansion
Build strong, trust-based relationships through field visits, virtual coaching, and proactive outreach
Help providers achieve key outcomes including enrollment growth, operational efficiency, and revenue stability
Serve as a trusted advisor, guiding providers through challenges and opportunities
Coaching & Business Enablement
Coach providers on small business fundamentals, including pricing, budgeting, and financial planning
Support providers in building sustainable operations, including staffing and long-term growth strategies
Help providers develop strong program positioning, parent communication, and community engagement
Guide providers in setting and achieving measurable business goals
Licensing & Compliance Support
Guide providers through state licensing requirements and regulatory processes
Support preparation for inspections and ongoing compliance
Assist with business setup tasks such as documentation, registration, and operational readiness
Ensure providers meet required standards to successfully launch and operate
Product Adoption & Technical Onboarding
Lead onboarding and training for Wonderschool’s platform and tools
Help providers adopt key features that improve efficiency, enrollment, and revenue
Deliver live trainings, walkthroughs, and ongoing support for non-technical users
Identify gaps in adoption and proactively drive deeper product usage
Marketing & Enrollment Growth
Support providers in building and managing enrollment pipelines
Guide branding, local visibility, and digital presence (including marketplace listings and reviews)
Coach providers on converting inquiries into enrollments and improving parent engagement
Help providers execute local marketing strategies and community outreach
Field Engagement & Community Building
Conduct regular in-person visits and host trainings across the region
Facilitate group sessions, workshops, and Wonderschool Academy programs
Represent Wonderschool in the field at events and community engagements
Travel regularly to support provider success and relationship-building
Cross-Functional Collaboration
Maintain accurate provider records and insights in internal systems
Partner with Sales, Support, Product, and Engineering to improve provider experience
Surface trends, challenges, and opportunities from the field to inform product and process improvements
Required Qualifications
3+ years of experience in customer success, onboarding, account management, business consulting, or similar roles
Experience working with small business owners or entrepreneurs
Background in management consulting, strategy, or operations roles
Experience in marketplaces, SaaS, or platform-based business models
Familiarity with regulated industries (e.g., healthcare, education, financial services)
Experience with CRM and analytics tools (e.g., HubSpot, Salesforce)
Track record of driving measurable business outcomes across a portfolio
Willingness and ability to travel regularly within the region - MUST be located in Ohio
Preferred Qualifications
Experience working in regulated industries (childcare, education, healthcare, or similar)
Familiarity with licensing or compliance processes
Experience with SaaS onboarding or implementation
Experience using CRM tools (e.g., HubSpot)
Experience coaching or mentoring business owners
Location
In-person, 5-6 days a week. Must be located in Ohio. This role requires regular client travel.
Apply for this job
*
indicates a required field
Autofill my application
First Name*
Last Name*
Email*
Phone
Country*
Phone*
Resume/CV*
Attach
Attach
Dropbox
Google Drive
Enter manually
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
Cover Letter
Attach
Attach
Dropbox
Google Drive
Enter manually
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
Education
School
Select...
Degree
Select...
Discipline
Select...
Start date month
Select...
Start date year
End date month
Select...
End date year
Add another
LinkedIn Profile
Website
Do you understand this is a part time contract position?*
What is the earliest date you could start?*
What is your experience with AI tools? Please be as detailed as possible.*
Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Wonderschool’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
Gender
Select...
Are you Hispanic/Latino?
Select...
Race & Ethnicity Definitions
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran Status
Select...
Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029
Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.
How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
Disability Status
Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
Submit application
Powered by
Listed by Wonderschool for a position based in the United States. Employers on this board attest they are hiring domestically.
ABOUT JUNIPER SQUARE
Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first https://blog.junipersquare.com/juniper-square-ponders-future-of-office-with-digital-first-hybrid-workplace-strategy/ operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
ABOUT YOUR ROLE
Are you an exceptional problem solver who loves to learn new technologies and serve as an expert who teaches others? Are you an animal lover who would adore seeing furry friends join team Zoom calls? If so, we want you to join our team as a Customer Support Specialist at Juniper Square. As a member of our tight-knit Customer Support team, you will become a valuable partner to our growing base of private equity customers who use our software. You will serve as a product expert, troubleshoot complex issues, and collaborate cross-functionally to deliver great customer experiences.
We believe in creating a culture of continuous learning and growth, where you can develop your communication, problem-solving, and project management skills. If you’re considering a future in Customer Success, Technical Consulting, Sales, or Customer Enablement, this role is the beginning of your journey.
WHAT YOU’LL DO
- Deliver outstanding technical assistance to our customers via phone, email, and chat while taking ownership of timely solutions
- Build knowledge of our evolving software and the private markets industry in order to be a go-to expert who can share best practices and guide customers to success
- Build valuable B2B customer-facing skills by developing strong relationships with customers and acting as their trusted advisor
- Work closely with Customer Success Managers, Product Managers, and Software Engineers to identify and implement solutions for our customers
- Advocate by sharing customer feedback to inform product development and software improvements
- Contribute towards cross-functional initiatives and strategic projects
- Develop and refine internal documentation, processes, and procedures
- Contribute to our positive and inclusive team culture by supporting your colleagues and sharing your knowledge and expertise
QUALIFICATIONS
- Bachelor’s degree (Finance, Accounting, Economics, MIS, or business-related degree preferred)
- 2+ years of professional experience in relevant setting
- Excellent written and verbal communication skills
- Demonstrate assertiveness and perseverance when resolving customer requests
- Team-first attitude, high level of empathy, and passion for helping others
- Strong troubleshooting, problem-solving, and analytical ability
- Excellent time management and organizational skills
- Strong technical aptitude and a desire to learn and develop new skills
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.
COMPENSATION
Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $60,000 - $70,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
- Health, dental, and vision care for you and your family
- Life insurance and disability coverage
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- 401k retirement savings plan
- Healthcare FSA and commuter benefits programs
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
Your recruiter can provide additional details about compensation and benefits.
#LI-Remote
Listed by Juniper Square for a position based in the United States. Employers on this board attest they are hiring domestically.
Every time you call a doctor's office, the system forgets you the moment you hang up. You wait on hold, explain everything from scratch, get bounced between lines, and hope someone follows up. Everyone has felt this. No one should have to.
At Assort Health, we're building one continuous conversation for every patient. An AI agent that knows who you are, remembers how you like to be reached, and carries that context from your first symptom to your full recovery. What began as the first voice AI agent to schedule a specialty appointment has become the largest proprietary specialty dataset in healthcare: 240 million patient interactions, 62,000 care protocols, 1.6 million decision pathways.
We went from 15 people in 2025 and will cross 250 by the end of 2026. Revenue is up 20x in 15 months and we've raised $222 million, including a recent at a $1.2 billion valuation. We've also been named to the Forbes Cloud 100 and the 2026 Enterprise Tech 30 as the only healthcare AI company on the list!
Healthcare spends $1.1 trillion a year on administration instead of care. If you want to help change that, apply below.
About the Team
Assort’s Customer Success function delivers white-glove service to leading health systems and provider groups, ensuring they realize the full value of our platform. You'll join a sharp, fast-growing team guiding complex customers from initial adoption through measurable impact.
The Role
We're hiring a Senior Customer Success Manager to own complex customer relationships across provider groups, MSOs, and health systems where our platform helps support meaningful patient populations. You'll partner with executive and operating leaders, manage accounts from launch through renewal and expansion, and serve as a trusted voice for your customers inside Assort.
The Senior CSM role is for someone who has years of experience independently managing customer relationships and is ready to apply it to high-stakes accounts at a frontier AI company. You'll operate with autonomy, navigate challenging conversations autonomously, and help raise the bar for how Assort shows up for every customer.
This is a unique opportunity to help define what customer success looks like at a leading AI company, at a pivotal moment for our team.
What You’ll Do
Own complex accounts through the entire customer journey — serve as the primary relationship holder for provider groups, MSOs, and health systems, managing both executive relationships and operational details from launch through renewal and expansion.
Be a strategic advisor on agentic AI — partner with C-suite and operating leaders to transform how patients experience care, expanding their vision of what's possible with AI and delivering measurable outcomes.
Diagnose and solve with data — proactively identify, surface, and address risks and opportunities, and translate insights into recommendations that drive ROI, unlock productivity, and improve AI agent performance.
Be the voice of the customer — develop deep fluency in Assort's product and partner closely with Sales, Implementation, Product, and Engineering to ensure our enterprise customers’ needs shape what we build, sell, and deliver.
Build scalable systems — own design and implementation of playbooks, processes, and tools that let us deliver consistent, world-class support as we rapidly grow.
Travel to client sites (up to 25%)
What You Bring
5+ years of experience in customer-facing roles (Customer Success, Account Management, or directly related), preferably in SaaS, AI-native software, or HealthTech.
Experience owning enterprise-level accounts — you've independently owned large, complex customers with significant ACV and successfully navigated multi-stakeholder environments.
Deep customer success craft — strong instincts for account health and risk, and a clear sense of what it takes to move the needle inside complex organizations.
Top-tier project management abilities — you can manage multiple customer accounts, urgent priorities, and strategic initiatives, effectively and with composure.
Exceptional communication skills & executive presence — you communicate with clarity, concision, and empathy, quickly earning the trust of executives.
Strong analytical and problem-solving skills; comfortable using data to drive decisions.
Builder’s mindset — you’ve owned the creation of new systems, processes, or customer programs from scratch.
Thrive in fast-moving, ambiguous environments, bring structure to chaos, and are willing to wear many hats as we set ourselves up for scale.
Interest in or experience driving adoption of AI-native platforms in complex organizations.
Experience working for early-stage startups or high-growth SaaS companies.
Nice to Haves
Experience working health system leadership or MSOs.
Passion for healthcare innovation and improving patient experiences.
Experience supporting healthcare providers/practices or working with healthcare technology products.
Experience working with or managing complex integrations of EHRs (Epic, Athena, eCW, etc.)
Benefits & Perks for Assorties
💸 Competitive Compensation – Including salary and employee stock options so you share in our success.
📚 Lifelong Learning – Annual budget for professional development, plus training opportunities to help you grow.
💻 Office Setup Stipend – We’ll outfit your in-office workspace so comfy as it's productive.
🩺 Top-Tier Health Coverage – Medical, dental, and vision insurance, because your health comes first.
🏖 Flexible PTO – We trust you to take the time you need to recharge and come back ready to crush it.
🥗 Meals & Snacks – Lunch, dinner, and snack breaks that fuel great ideas.
💪 Fitness Stipend – Your wellness matters. We reimburse monthly membership costs to support your health.
🚆 Commuter Benefits – We cover eligible transportation costs to make your trip to work easier.
👵 401(k) – Build your retirement savings.
How We Work & What We Value
Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!
Please note: the Assort Health Talent Team will only email you from an assorthealth.com email address.
Listed by Assort Health for a position based in the United States. Employers on this board attest they are hiring domestically.
Customer Service
194 days ago
Senior Customer Success Manager
Assort Health · San Francisco, California, United States
Building Healthcare That Remembers
Every time you call a doctor's office, the system forgets you the moment you hang up. You wait on hold, explain everything from scratch, get bounced between lines, and hope someone follows up. Everyone has felt this. No one should have to.
At Assort Health, we're building one continuous conversation for every patient. An AI agent that knows who you are, remembers how you like to be reached, and carries that context from your first symptom to your full recovery. What began as the first voice AI agent to schedule a specialty appointment has become the largest proprietary specialty dataset in healthcare: 240 million patient interactions, 62,000 care protocols, 1.6 million decision pathways.
We went from 15 people in 2025 and will cross 250 by the end of 2026. Revenue is up 20x in 15 months and we've raised $222 million, including a recent $120 million Series C https://www.assorthealth.com/blog/assort-health-raises-120-million-series-c-to-scale-largest-deployment-of-ai-agents-for-the-patient-journey at a $1.2 billion valuation. We've also been named to the Forbes Cloud 100 and the 2026 Enterprise Tech 30 as the only healthcare AI company on the list!
Healthcare spends $1.1 trillion a year on administration instead of care. If you want to help change that, apply below.
ABOUT THE TEAM
Assort’s Customer Success function delivers white-glove service to leading health systems and provider groups, ensuring they realize the full value of our platform. You'll join a sharp, fast-growing team guiding complex customers from initial adoption through measurable impact.
THE ROLE
We're hiring a Senior Customer Success Manager to own complex customer relationships across provider groups, MSOs, and health systems where our platform helps support meaningful patient populations. You'll partner with executive and operating leaders, manage accounts from launch through renewal and expansion, and serve as a trusted voice for your customers inside Assort.
The Senior CSM role is for someone who has years of experience independently managing customer relationships and is ready to apply it to high-stakes accounts at a frontier AI company. You'll operate with autonomy, navigate challenging conversations autonomously, and help raise the bar for how Assort shows up for every customer.
This is a unique opportunity to help define what customer success looks like at a leading AI company, at a pivotal moment for our team.
WHAT YOU’LL DO
- Own complex accounts through the entire customer journey — serve as the primary relationship holder for provider groups, MSOs, and health systems, managing both executive relationships and operational details from launch through renewal and expansion.
- Be a strategic advisor on agentic AI — partner with C-suite and operating leaders to transform how patients experience care, expanding their vision of what's possible with AI and delivering measurable outcomes.
- Diagnose and solve with data — proactively identify, surface, and address risks and opportunities, and translate insights into recommendations that drive ROI, unlock productivity, and improve AI agent performance.
- Be the voice of the customer — develop deep fluency in Assort's product and partner closely with Sales, Implementation, Product, and Engineering to ensure our enterprise customers’ needs shape what we build, sell, and deliver.
- Build scalable systems — own design and implementation of playbooks, processes, and tools that let us deliver consistent, world-class support as we rapidly grow.
- Travel to client sites (up to 25%)
WHAT YOU BRING
- 5+ years of experience in customer-facing roles (Customer Success, Account Management, or directly related), preferably in SaaS, AI-native software, or HealthTech.
- Experience owning enterprise-level accounts — you've independently owned large, complex customers with significant ACV and successfully navigated multi-stakeholder environments.
- Deep customer success craft — strong instincts for account health and risk, and a clear sense of what it takes to move the needle inside complex organizations.
- Top-tier project management abilities — you can manage multiple customer accounts, urgent priorities, and strategic initiatives, effectively and with composure.
- Exceptional communication skills & executive presence — you communicate with clarity, concision, and empathy, quickly earning the trust of executives.
- Strong analytical and problem-solving skills; comfortable using data to drive decisions.
- Builder’s mindset — you’ve owned the creation of new systems, processes, or customer programs from scratch.
- Thrive in fast-moving, ambiguous environments, bring structure to chaos, and are willing to wear many hats as we set ourselves up for scale.
- Interest in or experience driving adoption of AI-native platforms in complex organizations.
- Experience working for early-stage startups or high-growth SaaS companies.
NICE TO HAVES
- Experience working health system leadership or MSOs.
- Passion for healthcare innovation and improving patient experiences.
- Experience supporting healthcare providers/practices or working with healthcare technology products.
- Experience working with or managing complex integrations of EHRs (Epic, Athena, eCW, etc.)
BENEFITS & PERKS FOR ASSORTIES
- 💸 Competitive Compensation – Including salary and employee stock options so you share in our success.
- 📚 Lifelong Learning – Annual budget for professional development, plus training opportunities to help you grow.
- 💻 Office Setup Stipend – We’ll outfit your in-office workspace so comfy as it's productive.
- 🩺 Top-Tier Health Coverage – Medical, dental, and vision insurance, because your health comes first.
- 🏖 Flexible PTO – We trust you to take the time you need to recharge and come back ready to crush it.
- 🥗 Meals & Snacks – Lunch, dinner, and snack breaks that fuel great ideas.
- 💪 Fitness Stipend – Your wellness matters. We reimburse monthly membership costs to support your health.
- 🚆 Commuter Benefits – We cover eligible transportation costs to make your trip to work easier.
- 👵 401(k) – Build your retirement savings.
HOW WE WORK & WHAT WE VALUE
Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!
Please note: the Assort Health Talent Team will only email you from an assorthealth.com http://assorthealth.com email address.
Listed by Assort Health for a position based in the United States. Employers on this board attest they are hiring domestically.
Senior Customer Success Manager
Location
United States
Employment Type
Full time
Location Type
Remote
Department
Success
Overview
Application
About the Role
As an Enterprise Customer Success Manager (CSM), you will own a portfolio of ~12–15 mid-market accounts, typically valued between $100K–$300K ARR each. These are complex, relationship-driven customers, all of them Credit Unions.
This role spans both executive onboarding during implementation (driving alignment, ensuring the customer is set up for long-term success) and post-implementation success (ongoing adoption, value realization, and growth).
The ideal candidate is comfortable moving between tactical execution (helping customers through technical challenges in tandem with our Implementation Engineers) and strategic partnership (advising executives on how to unlock value at scale).
This is a remote role open to US-based candidates with a small share of travel (approx. 15%)
About the Team
The Customer Success team is a distributed group of 10+, led by two managers and a Director, supporting CSMs across the US. We work closely with executives at Credit Unions of all sizes, guiding them through onboarding, adoption, and long-term growth.
Our culture is high-trust and high-accountability. We value progress over perfection and empower CSMs to take ownership of their portfolio while collaborating closely with product, implementation, and support. The people who thrive here are resilient, bring positive energy, and act with a bias to action in an environment that is still evolving.
With the company on a strong growth path, this is a chance to join at a pivotal moment and help shape how we deliver value to customers while growing into larger, more strategic accounts.
What You’ll Do
Within 3 months, you will:
Take ownership of a portfolio of 12–15 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Support adoption of core product capabilities and begin spotting areas for future expansion.
Within 6 months, you will:
Successfully complete onboarding for your in-flight customers and transition them into post-implementation success management.
Establish “3 wide, 3 deep” relationships across your accounts.
Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities.
Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders, supported by data-driven insights into customer performance and opportunities
Progress 4–5 qualified expansion opportunities, together with our Account Executives
Use customer data to surface actionable insights that drive adoption and executive alignment
Within 9 months, you will:
Be recognized by your customers as a trusted advisor who delivers measurable business value.
Consistently drive deeper adoption across your portfolio.
Work with the sales team to generate net-new opportunities through referrals
Generate at least 8 expansion opportunities across your book of business.
What You’ll Bring
5+ years of experience as Customer Success Manager or other customer-facing role in a fast-paced environment, preferably in SaaS and/or Fintech or consulting
Willingness to travel up to 15 percent for QBRs, onboarding workshops, and executive meetings
Proven success managing a book of 10-20 highly complex B2B accounts, six figures in ARR each, where success depends on navigating fragmented decision-making, not managing high-volume transactional relationships
Executive presence and ability to guide senior stakeholders through onboarding and strategic reviews
Comfortable holding a point of view with senior stakeholders and pushing back constructively when the evidence supports it; doesn't confuse keeping the peace with doing right by the customer
Resilience and adaptability when working with fragmented or less mature customer organizations
Bias to action and ownership mindset, able to move initiatives forward in ambiguous environments while respecting process
Commercial acumen with experience identifying and driving expansion opportunities
Advises customers rather than just serving them: gets to root cause before proposing solutions, backs recommendations with data, and isn't afraid to challenge a customer's assumptions when needed
Strong collaboration skills with a track record of working cross-functionally, especially with product, to deliver customer outcomes
Technical fluency and ability to translate product capabilities into business value
Background in financial services or other regulated industries strongly preferred; open to adjacent industries with experience managing complex, evolving organizations
Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.
What’s In It For You?
Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.
About Us
Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt. Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.
Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Our organization participates in E-Verify. Click here to learn about E-Verify.
A Note About AI at Clutch
We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation.
That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!
Apply for this Job
Powered by
Privacy PolicySecurityVulnerability Disclosure
Listed by Clutch for a position based in the United States. Employers on this board attest they are hiring domestically.