About the company:

HelloNote EMR (Electronic Medical Record) is a comprehensive software solution designed to streamline and enhance the management of patient records and clinical workflows in rehabilitation settings.

About the Role

We are looking for a Customer Success Managerto manage and grow relationships with our existing customers. This role is critical to reducing churn, identifying and resolving issues, and driving expansion revenue through proactive follow-up and clear, professional communication.

You will serve as a trusted point of contact for customers, ensuring they are successful, supported, and fully utilizing our platform.

Key Responsibilities

• Conduct regular follow-up outreach with existing customers via calls, email, and messaging
• Proactively identify customer concerns or risks and drive resolution
• Communicate clearly and professionally with customers in excellent spoken and written English
• Coordinate with support, product, and operations teams to resolve issues efficiently
• Monitor customer health indicators and take action to reduce churn
• Educate customers on platform features, workflows, and best practices
• Upsell and cross-sell relevant products and add-ons based on customer needs
• Confirm customer satisfaction after issue resolution and key milestones
• Document all customer interactions and outcomes in CRM and support tools

What We’re Looking For

• 2+ years of experience in Customer Success, Account Management, or Client Services
• Excellent spoken and written English (required)
• Experience in SaaS, healthcare tech, EMR, or B2B software strongly preferred
• Comfortable with outbound customer outreach and follow-ups
• Strong problem-solving, organizational, and communication skills
• Experience using CRM tools (HubSpot, Zendesk, Salesforce, or similar)
• Confidence discussing renewals, retention, and upsell opportunities

Nice to Have

• Experience working with US-based customers
• Familiarity with healthcare providers (PT, OT, SLP, clinics, practices)
• Experience managing churn, renewals, or expansion revenue

What Success Looks Like

• High customer satisfaction and retention
• Reduced churn and faster issue resolution
• Increased product adoption and account expansion

📥 Apply now:

[email protected]

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