SECTION I · THE BRIEF
Brief #94567Updated 02 JUL 2026REMOTEGreenhouseSV ANGEL
Employbl Company Profile

Customer Success Manager, Small Group

Elation Health, Inc. provides electronic health records management services. The Company offers charting, patient portal, healthcare news, clinical tips, and doctor and patient communication solutions. Elation Health…

Location
Remote
Company size
10–500
Posted
1w ago
Via
Greenhouse
Section II · Premium ProfileMembers only
  • 01Comp band & equity packageLocked
  • 02Seniority & experience requirementsLocked
  • 03Interview process & rubricLocked
  • 04Hiring manager & team contextLocked
  • 05Growth trajectory in this roleLocked
  • 06Offer & decision timelineLocked

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Elation Health logo

Customer Success Manager, Small Group - Elation Health

View Company Profile
Job Title
Customer Success Manager, Small Group
Job Location
US- Remote
Job Description

Purpose: To engage, retain, and grow small to mid-tier healthcare practices using AI-driven, low-touch engagement strategies.

Responsibilities:

  • Scaled Engagement & Product Adoption: Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach.
  • Proactive Risk & Opportunity Management: Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth.
  • Inquiry Management: Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team.
  • Growth Pipeline Management: Identify upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging.
  • Renewal Management: Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value.
  • Technology & Tool Proficiency: Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency.
  • Data-Driven Insights: Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.

Ideal Background:

  • 2+ years of experience, in CS or customer-facing growth roles in healthcare SaaS or RCM platforms. 
  • Interest in healthcare SaaS, digital health, or health operations.
  • Passionate about helping others to achieve their goals.

Sales & Healthcare Readiness:

  • Exposure to healthcare workflows or patient/provider engagement is a plus.
  • Comfortable promoting new features, upgrades, or adoption messages via campaigns or digital nudges.
  • Comfortable with selling, renewals, and identifying whitespace.

Skills:

  • Strong communication (written + verbal).
  • Adaptability, coachability, and customer empathy.
  • Experience or interest in CRM tools (e.g., Salesforce, HubSpot), campaign platforms, or digital tools.
  • Willingness to learn AI platforms for lifecycle engagement.

Salary: $80,000 - $105,000k/yr USD + variable comp


Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

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Elation Health Headquarters Location

San Francisco, CA

View company profile

Elation Health Company Size

Between 10 - 500 employees

Elation Health Founded Year

2010

Elation Health Total Amount Raised

$108,500,000

Elation Health Funding Rounds

View funding details
  • Series D

    $50M

  • Series D

    $50M

  • Series C

    $40M

  • Series C

    $40M

  • Series B

    $15M

  • Series B

    $15M

  • Series A

    $3.5M

  • Series A

    $3.5M