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Customer Success Manager - Immuware

Propelus delivers trusted and accurate healthcare compliance solutions, ensuring workforce requirements are met, fostering safety and supporting communities through seamless connectivity between professionals, employers, regulators, agencies, and associations.

We ensure our nation's healthcare workforce is healthy, safe, and compliant to work. Learn why Propelus is trusted by 5+ million professionals:

https://propelus.com/.

Overview | The Customer Success Manager (CSM) is responsible for managing strategic relationships with Propelus customers. The CSM will work to ensure the long-term success, satisfaction, and growth of assigned accounts by driving product adoption, identifying upsell and cross-sell opportunities, and aligning the company’s offerings with the customer’s evolving business needs. Reporting to the Customer Success Team Manager, the CSM will serve as the primary point of contact for executive stakeholders, ensuring that the customer derives maximum value from the company’s products and services throughout the lifecycle of the account.

Core Responsibilities | This role includes but is not limited to:

  • Strategic Customer Relationship Management: Build and maintain strong relationships with key stakeholders at the executive and decision-making levels within key accounts. Understand the customer’s business goals, challenges, and initiatives, and ensure alignment with the company’s offerings to drive long-term value.

  • Account Growth: Identify and drive opportunities for revenue growth within accounts through strategic upselling, cross-selling, and expansion. Work closely with the sales team to create account-specific growth plans and support the sales pipeline by providing insights and recommendations on potential business opportunities.

  • Tailored Success Planning & Execution: Develop and execute customized success plans for each enterprise customer, ensuring that they are fully leveraging the company’s solutions. Regularly monitor the customer’s progress, usage metrics, and business outcomes, and proactively address any challenges to improve satisfaction and retention.

  • Collaboration with Cross-Functional Teams: Collaborate closely with Sales, Product, and Support teams to ensure a seamless customer journey from onboarding to expansion. Provide actionable customer feedback to inform product development and help optimize the customer experience.

  • Customer Health & Risk Management: Monitor and assess customer health indicators (e.g., product adoption, usage, satisfaction, and ROI) for early identification of potential risks to account retention or growth. Proactively intervene to resolve any issues, escalate as necessary, and mitigate churn risk.

  • Customer Advocacy & Issue Resolution: Act as the customer advocate internally, ensuring their voice is heard in strategic discussions. Address and resolve complex customer issues, working with internal teams to deliver solutions that exceed customer expectations and maintain high satisfaction.

  • Performance Tracking & Reporting: Track, analyze, and report on key performance metrics, including customer success KPIs, revenue retention, and product adoption. Provide regular updates and strategic insights to senior management and key stakeholders to ensure alignment with business goals.

  • Product & Industry Expertise: Develop deep product expertise and a solid understanding of the customer’s industry, challenges, and competitive landscape. Educate customers on new product features and best practices, ensuring they maximize the value of their investment.

Qualifications & Expertise |

  • Bachelor's degree (or equivalent experience).

  • 3+ years of experience in customer success, account management, or a related role, focusing on managing strategic accounts.

  • Proven track record of managing large, complex accounts, emphasizing account growth, upselling, and cross-selling.

  • Demonstrated ability to build and nurture relationships with C-level executives and senior organizational stakeholders.

  • Exceptional communication, negotiation, and presentation skills, with the ability to influence and align diverse stakeholders.

  • Highly organized with strong project management and multitasking skills, capable of managing multiple accounts simultaneously.

  • Strong problem-solving abilities, with a solution-oriented mindset and the ability to navigate complex challenges.

  • Proficiency in CRM platforms (e.g., Salesforce) and customer success tools (e.g., Gainsight, ChurnZero).

  • Ability to work cross-functionally and collaborate effectively with teams such as Sales, Product, Marketing, and Support to drive customer success.

Benefits and Perks for Propelus employees located in the US include but are not limited to:

  • Awarded one of BuiltIn's 2023 Best Place to Work and 7 years running by Outside Magazine!

  • Professional development allowance to help you grow in the ways that mean the most to you.

  • Flexibility for balancing work with the rest of life and ample PTO, including paid time off for volunteering and for becoming a new parent.

  • 401K with company matching, as well as financial planning education and resources.

  • Employees choose from HSA, FSA and traditional insurance options for medical, dental, and vision coverage for themselves and dependents.

  • Wellness benefits - we’ll help you pay for fitness endeavors and organic produce delivery services.

  • Check us out for yourself at our careers page or our Propelus culture Instagram accounts.

We are an equal opportunity employer and value diversity at Propelus. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Candidates from all backgrounds are encouraged to apply.

Full-time positions are scheduled to work 40 hours per week, M-F unless required otherwise by projects. Part-time positions are scheduled to work a maximum of 30 hours per week (all part-time positions will be specified in the job title). Equipment, benefits, and perks are not provided to part-time employees. This job is open to candidates authorized to work in the US and located within US borders.

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CEO of Propelus
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Average salary estimate

$80000 / YEARLY (est.)
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$90000K

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What You Should Know About Customer Success Manager - Immuware, Propelus

Are you a talented Customer Success Manager looking for an exciting opportunity? Look no further than Propelus! Based in Denver, Propelus specializes in delivering reliable healthcare compliance solutions that not only meet workforce requirements but also ensure safety and foster community connections. As a Customer Success Manager at Propelus, you'll be at the forefront of managing strategic relationships with our customers, ensuring their long-term satisfaction and success. You'll drive product adoption, identify upsell and cross-sell opportunities, and align our offerings with the evolving needs of our clients. Your day-to-day will involve building strong relationships with executive stakeholders, developing tailored success plans, and collaborating with cross-functional teams to enhance the customer journey. You'll have the chance to impact account growth through insightful recommendations and active engagement. You’ll monitor customer health, proactively mitigating any risks while acting as the voice of the customer internally. With a focus on performance metrics, you’ll track key KPIs and report on progress to senior management. If you have a bachelor’s degree, over three years of relevant experience, and a proven track record in managing large accounts, you're the perfect fit for our team at Propelus. Join us in making a difference in the healthcare industry while enjoying a supportive and growth-oriented work environment!

Frequently Asked Questions (FAQs) for Customer Success Manager - Immuware Role at Propelus
What are the main responsibilities of a Customer Success Manager at Propelus?

The Customer Success Manager at Propelus is integral in managing strategic relationships with customers, ensuring satisfaction, and driving product adoption. This includes identifying growth opportunities such as upselling and cross-selling, developing tailored success plans, and collaborating with internal teams to optimize the customer experience throughout the account lifecycle.

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What qualifications are necessary to be a Customer Success Manager at Propelus?

To become a Customer Success Manager at Propelus, candidates should have a bachelor's degree or equivalent experience and over three years in customer success or account management. A strong background in managing complex accounts and proven relationship-building skills with C-level executives are crucial for this role.

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How does Propelus evaluate Customer Success Managers' performance?

Propelus assesses Customer Success Managers based on key performance indicators (KPIs) such as customer satisfaction, product adoption rates, revenue retention, and successful resolution of complex customer issues. Regular tracking and reporting of these metrics are essential for aligning with the company’s business goals.

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What tools and software should a Customer Success Manager at Propelus be familiar with?

A Customer Success Manager at Propelus should be proficient in CRM platforms like Salesforce, as well as customer success tools such as Gainsight or ChurnZero. Familiarity with these tools helps streamline account management and track key metrics effectively.

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What growth opportunities exist for a Customer Success Manager in Propelus?

At Propelus, Customer Success Managers have numerous growth opportunities. They can engage in professional development initiatives, improve their expertise in product and industry knowledge, and potentially advance to senior roles as they demonstrate impact and leadership within their accounts.

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Common Interview Questions for Customer Success Manager - Immuware
How do you prioritize tasks in managing multiple customer accounts?

To effectively prioritize tasks when managing multiple accounts, consider categorizing tasks based on urgency and impact. Use project management tools to track progress and set reminders for key deadlines. This approach ensures that high-priority accounts receive significant attention while also balancing the needs of others.

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Can you describe a time when you turned a dissatisfied customer into a loyal advocate?

Absolutely! In a previous role, I encountered a dissatisfied customer who had issues with product integration. I arranged a meeting to understand their concerns, collaborated with the product team to address their issues, and followed up consistently to ensure satisfaction. This proactive approach restored their trust and turned them into an advocate.

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What strategies would you use to drive product adoption among clients?

To enhance product adoption, I would employ strategies such as conducting personalized onboarding sessions, highlighting key features through targeted training, and regularly soliciting feedback for improvements. Engaging with customers through regular check-ins also reinforces the value of the product, encouraging broader usage.

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How do you track and report on customer health metrics?

I track customer health metrics by monitoring data points such as product usage, feedback, and satisfaction ratings. I utilize CRM analytics tools to create dashboards for visual representation and prepare regular reports for management, ensuring stakeholders are updated on account health and potential areas for intervention.

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Discuss a time when you successfully upsold a product or service.

In a previous experience, I identified an opportunity when a client frequently expressed interest in additional features. I conducted a tailored demonstration showcasing the benefits of the premium service, aligning it with their specific needs. The upsell was successful, significantly increasing account revenue and enhancing the customer experience.

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How would you handle a situation where a long-term customer is at risk of churning?

In a churn risk scenario, I would first reach out to understand their current challenges. By actively listening and addressing their concerns while proposing solutions that align with their goals, I would work to regain their trust. Proactive engagement and displaying our commitment to their success are crucial steps in retaining their business.

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What role does collaboration play in ensuring customer success?

Collaboration is vital in ensuring customer success, as it enables teams to share insights and feedback that enrich the customer experience. Engaging with sales, product, and support teams creates a holistic approach, ensuring that customer concerns are addressed from all angles and that solutions meet their evolving needs.

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How do you keep yourself updated on industry trends that affect customer success?

I stay updated on industry trends through regular research, reading relevant articles, attending webinars, and participating in professional networks. Engaging in discussions with peers also provides insights that can be useful for understanding how market changes may impact our customers.

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What methods do you use to gather customer feedback effectively?

To gather effective customer feedback, I utilize surveys, follow-up calls, and face-to-face meetings. By asking specific questions about their experience, I ensure that the feedback is constructive and can be translated into actionable insights. Creating a culture of feedback encourages customers to be open and honest about their experiences.

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What do you believe is the most important quality for a Customer Success Manager?

The most important quality for a Customer Success Manager is empathy. Understanding the customer's perspective and building genuine relationships fosters trust and loyalty. By empathizing with their needs and challenges, a CSM can align solutions effectively and drive long-term success for both the customer and the company.

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DATE POSTED
April 11, 2025

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