Note: The job is a remote job and is open to candidates in USA. OpenLoop is a telehealth company focused on streamlining care delivery across various specialties. They are seeking a Customer Success Manager to enhance client experiences through onboarding, education, and ongoing support.
Responsibilities
- Support assigned clients as a day-to-day point of contact, ensuring timely responses and a positive client experience
- Execute onboarding and implementation workflows in partnership with internal teams, following established processes and timelines
- Deliver standardized training and education sessions to clients using existing materials and playbooks
- Assist in monitoring client activity and engagement, escalating risks or concerns to leadership when needed
- Follow defined processes to troubleshoot client issues, partnering with internal teams for resolution
- Maintain accurate records of client interactions, updates, and activities in CRM and internal systems
- Support ongoing client communications, including check-ins, updates, and follow-ups based on team guidance
- Develop working knowledge of OpenLoop’s programs, products, and services to effectively support client needs
- Collaborate with cross-functional teams to ensure smooth execution of client workflows
- Surface client feedback and recurring issues to Customer Success leadership for continuous improvement
- Contribute to team initiatives and complete assigned tasks to support overall Customer Success objectives
- Other duties as assigned
Skills
- Bachelor's degree in Business, Communications, or a related field (or equivalent experience)
- 3-5 years of experience in customer success, account management, onboarding, or a related client-facing role
- Strong communication skills with the ability to clearly explain information and follow structured processes
- Detail-oriented and organized, with the ability to manage multiple tasks with guidance
- Comfortable working within defined workflows and using established tools and systems
- Problem-solving mindset with the ability to escalate issues appropriately when needed
- Eager to learn, coachable, and able to adapt in a fast-paced environment
- Experience with CRM systems or customer success tools is a plus
Benefits
- Medical, Dental, and Vision plans
- Flexible Spending/Health Savings Accounts
- Flexible PTO
- 401(k) + Company Match
- Life Insurance, Pet insurance, and more
Company Overview