Customer Success Manager - Digital
At a glance
Mid-level Customer Success role at Unite Us. United States · $75,000–$87,500 base.
growthroles summary, based on the employer's posting.
What you'll do
- Run a large, high-volume customer portfolio through digital, one-to-many engagement that supports retention and platform adoption
- Group accounts by customer type, then tailor plans and contact rhythms to increase value, maturity, and expansion
- Use Salesforce to build automated account engagement workflows and share product guidance with customers
- Coordinate with account teams on sales pipeline, customer relationships, forecasts, and pipeline updates
- Create onboarding practices and learning materials for network use cases, while spotting process gaps across teams
What you bring
- At least three years of professional experience is suggested, with two to four years in customer success or related work preferred
- Experience handling revenue and the ability to pick up new technologies
- Background developing processes and managing the creation of resources
- Ability to use data to shape practical recommendations and decisions
Who this fits
This role suits someone comfortable managing many accounts through scalable digital engagement, with a focus on retention, adoption, and revenue measures. It is remote and U.S.-based, may involve ten percent travel, and requires a background check covering criminal, employment, and education records.
From the employer
Department: Customer Success
Position: Customer Success Manager - Digital
About the Role: The Customer Success Manager (Digital) will have a strong mind for handling client needs, as well as a deep understanding of how to use digital tools to achieve customer satisfaction at scale. The individual in this role will be responsible for managing and retaining a large portfolio of customers, contributing to driving network engagement and filling gaps with new & existing customer geographies by providing agnostic engagement bandwidth to facilitate partner onboarding with a focus on platform adoption. This role requires someone with a creative and strategic mindset, who is customer and team-oriented and has the ability to thrive in a high growth and fast-paced company environment.
What You'll Do:
- Manage a high-volume, tech-touch book of business using a “one-to-many” approach
- Deliver best practices for workflows and onboarding strategies, based on specific network use cases, innovative engagement approaches, and an understanding of related tools
- Segment your book of business and develop strategic plans that deliver customer value at scale
- Proactively leverage a matrix account team to develop and manage sales pipeline and enhance customer relationships and value.
- Build and own targeted cadences to effectively drive maturity, and expansion across different customer segments and personas.
- Leverage Salesforce to create innovative workflows that automate key account engagement activities
- Understand the Product to teach customers how to use it & recommendations for additional products & services.
- Own a number - understand GRR & CSQL metrics & how they play into your Book of Business
- Be innovative & think outside the box when it comes to developing new models that drive user adoption
- Collaborate cross-functionally to create a seamless customer experience for your portfolio and identify upstream/ downstream inefficiencies
- Assist with the development of systems, programs and educational materials that will maximize the performance on all related program metrics
- Lead discussions around forecasting and pipeline status with internal stakeholders
You’re a great fit for this role if:
- 3+ years of professional work experience suggested
- 2-4 years of customer success or related work experience preferred
- Experience managing revenue and an ability to learn new technologies
- Experience in process development and resource creation/ management
- Analytical ability to leverage data to drive creative decisions and recommendations.
Our Mission:
Unite Us’ mission is to unlock the potential of every community. Our co-founders started Unite Us in 2013 to serve the people they served with. They witnessed firsthand the barriers and inefficiencies in trying to navigate health and social services, and set out to improve that experience for veterans and their families. Unite Us quickly expanded to serving all people who need connections to care across our country. Through Unite Us’ national network and software, community-based organizations, government agencies, and healthcare organizations are all connected to better collaborate to meet the needs of the individuals in their communities. We drive the collaboration to predict, deliver, and pay for services that impact whole-person health. If you want to do well and do good, join Unite Us.
Environmental Job Requirements and Working Conditions:
- This position is remote, U.S.-based
- The target pay range for this role is: $75,000-$87,500. This salary range represents our target hiring range for this role. The proposed salary will be dependent on the candidate's skills, experience, and competencies, as well as location.
- This position may require 10% travel
- All team members will be required to pass a background check which includes criminal, employment, and education verification
Benefits provided by Unite Us:
Medical, Dental, and Vision
We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.
Wellness
Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.
Flexible Time Off
Take what you need, including volunteer days and mental health days. We also offer 14 paid, company-wide holidays.
Paid Parental Leave
Adoptive parents are included.
Employee Resource Groups
Choose to join any of our ERGs, which celebrate and support a diverse and inclusive workplace.
Spending Accounts
We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits.
401(k) + Employer Match
Enjoy matching, immediate vesting and financial wellness resources
Additional Benefits
Life and AD&D - a company paid benefit, with the option to purchase additional coverage for yourself and your dependents
Disability Coverage
Accident Insurance
Pet Insurance
As part of this work at home job, we will provide you with all the necessary equipment to perform your duties, including a computer, mouse, keyboard as well as other items on our approved list of WFH supplies.
Unite Us is committed to building a diverse team and fostering an inclusive culture, and is proud to be an equal opportunity employer. We embrace and encourage our employees' differences in race, religion, color, national origin, gender, family status, sexual orientation, gender identity, gender expression, age, veteran status, disability, pregnancy, medical conditions, and other characteristics. If you require assistance in applying for open positions due to a disability please email us at peopleops@uniteus.com to request an accommodation.
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