Client Success Manager
At a glance
Manager-level Customer Success role at Aesthetix CRM. Remote, United States · full-time · $70,000–$95,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Guide med spa and plastic surgery clients from launch through renewal, keeping their post-onboarding relationship on track
- Review lead response, bookings, reactivations and revenue with clients, then identify where their CRM results can improve
- Adjust account workflows, pipelines, forms, calendars and automations to fit each practice’s operations
- Investigate integration, messaging, phone and attribution problems, resolving them or documenting a clear escalation
- Watch account health, prepare focused calls and coordinate with internal teams to address risks and pursue expansion
What you bring
- At least two years in SaaS client success, account management or implementation work
- Hands-on CRM building experience across workflows, automations, pipelines, forms and custom fields
- You can troubleshoot platform issues independently and explain complex tools to non-technical clients
- You bring working knowledge of SMS and email marketing, lead nurture and basic attribution
Who this fits
This remote U.S. role suits someone who can manage a portfolio hands-on, lead client conversations and keep follow-ups organized. You’ll work with practice owners and front-desk staff, and coordinate with onboarding, support, training and leadership.
From the employer
About Aesthetix CRM
Aesthetix CRM is the CRM and marketing automation platform built specifically for medical aesthetics. More than 400 med spas, plastic surgery practices, and multi-location aesthetics groups use Aesthetix to capture leads, convert them into booked patients, and bring existing patients back. We connect to the EMRs practices already run on (Zenoti, Boulevard, PatientNow, ModMed, Nextech, Meevo, and others) so every message, automation, and report is tied to real patient and revenue data. We're a lean, fast-moving team, and every person here has a direct impact on how our clients grow.
Position Description
As a Client Success Manager, you own a book of Aesthetix CRM accounts after onboarding and are responsible for making sure each one gets measurable value from the platform. You are the practice's go-to product expert: when a client gets on a call with you, they leave with something fixed, built, or improved, not just a list of next steps.
What you'll do:
- Own the post-onboarding relationship for a portfolio of med spa and plastic surgery accounts, from go-live through renewal
- Run structured success reviews at key milestones, showing clients the results the CRM is producing (lead response, bookings, reactivations, revenue) and where they can get more
- Work hands-on inside client accounts: auditing and adjusting workflows, pipelines, forms, calendars, and automations so they match how the practice actually operates
- Diagnose issues across integrations, messaging, phone setup, and attribution, and resolve them yourself or escalate with a clear, documented case
- Monitor account health and usage, spot at-risk accounts early, and act before a client disengages
- Identify expansion opportunities (additional locations, Aesthetix Activate, custom builds, add-ons) and partner with leadership to close them
- Turn 1:1 calls into real progress by coming prepared with account context, data, and a specific plan
- Collaborate closely with Onboarding, Support, and Training to ensure smooth handoffs and consistent client experience
- Keep clean, current records of client interactions, goals, and success plans
Requirements
- 2+ years in a client success, account management, or implementation role at a SaaS company, ideally with CRM or marketing automation software
- Strong hands-on experience building in a CRM: workflows, automations, pipelines, forms, and custom fields. GoHighLevel experience is a major plus
- Ability to learn a complex platform deeply and quickly, and to explain it clearly to non-technical practice owners and front-desk staff
- Comfortable troubleshooting independently: reading workflow logs, tracing a contact's history, and narrowing down what broke and why
- Working knowledge of SMS/email marketing, lead nurture, and basic marketing attribution (UTMs, ad platform conversions)
- Confidence leading client calls, including tough conversations about expectations, adoption, or results
- Highly organized, able to manage many accounts at once without letting follow-ups slip
- Experienced in project management and digital PM tools like Clickup
- Strong written communication
- Experience in medical aesthetics, healthcare, or with EMR/practice management systems is strongly preferred
- Familiarity with HIPAA and handling patient data responsibly is a plus
Benefits
- Fully remote position
- Competitive base salary ($70,000 - $95,000 band)
- Paid time off and paid company holidays
- Payroll and HR administered through Justworks
- Ongoing product training and direct access to leadership
- The chance to shape a young CSM function and grow with a company scaling quickly in a niche it leads
Not this one either?
Claude or ChatGPT reads the other 91,603 for you.
Get better matches →
