Customer Success Manager - Remote

Overview

Anagram is the ultimate insurance billing platform for eye care providers, designed to save providers time and money while enabling them to deliver the best care for their patients. As a Customer Success Manager, you will ensure the adoption, engagement, and health of your book of business, working closely with client accounts to manage relationships and grow revenue.

In Short

• Manage a large book of business with 250+ accounts.
• Ensure client satisfaction and negotiate successful resolutions.
• Deliver and communicate ROI for clients throughout the customer lifecycle.
• Identify growth opportunities and own renewal conversations.
• Collaborate with cross-functional teams on behalf of the customer.
• Solicit positive feedback and referrals from customers.
• Attend conferences and trade shows as needed.
• Utilize tools like Hubspot, Zoom, and G-suite effectively.
• Work in a fast-paced environment with strong attention to detail.
• Help create processes and strategies for a world-class Customer Success Organization.

Requirements

• Proven background in maintaining a healthy book of business.
• Experience in a high-growth environment and adaptable to change.
• Strong communication, negotiating, and interpersonal skills.
• Ability to work under pressure and manage multiple priorities.
• Tech-savvy and clear in customer-facing interactions.
• A track record of building processes and strategies.
• Experience working at a SaaS startup preferred.
• Knowledge of insurance/medical terminology is a plus.
• Familiarity with EHR/PM systems in Optometry.

Benefits

• Opportunity to grow with a fast-growing company.
• Comprehensive training provided.
• Work with a dedicated team of professionals.
• Engage with a diverse range of clients in the healthcare sector.
• Be part of a mission-driven organization focused on simplifying insurance.