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Optivate
Optivate
51 – 200 Employees
HealthcareHealthcare InsuranceSaaS
Optivate develops software for ophthalmology practices, bringing clinical records, diagnostic images and practice operations into one platform. Its tools include an ophthalmology-focused electronic health record, AI-assisted documentation, image management, scheduling and billing, patient communications and digital intake, revenue cycle support, and optical inventory and point-of-sale integration. The company’s software is designed to connect care delivery with the administrative work of running an eye care practice.
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Customer Success Manager – Healthcare SaaS

Guide U.S. ophthalmology practices in adopting healthcare software and achieving measurable results. Own customer relationships, renewals, and growth across a remote portfolio.

USUnited States
$50,000 – $80,000 / year
RemoteFull-timeJuniorMiddleEnglish RequiredCustomer SuccessCustomer Success Manager

Description

  • Manage customer relationships across a portfolio after go-live
  • Increase product adoption with ongoing training, guidance, and success check-ins
  • Track account health, usage, and customer feedback, addressing risks and barriers early
  • Develop and maintain success plans centered on measurable outcomes and value
  • Coordinate with onboarding, support, training, product, and revenue teams to deliver a smooth customer experience
  • Prepare accounts for renewal by documenting outcomes and demonstrating customer value
  • Spot expansion and upsell opportunities, partnering with sales on growth efforts
  • Collect customer feedback and share actionable insights with product operations
  • Keep CRM records current with activities, risks, and progress

Requirements

  • Bring at least two years of experience in customer success, account management, implementation, or another client-facing role in SaaS or healthcare technology
  • Demonstrate success managing a customer portfolio while improving adoption, satisfaction, and measurable outcomes
  • Communicate consultatively with clinical and business stakeholders
  • Learn software solutions quickly and explain them clearly
  • Stay organized, prioritize effectively, and follow through reliably
  • Work effectively in a fast-changing environment with evolving processes and cross-functional dependencies
  • Use CRM platforms such as HubSpot or Salesforce
  • Hold a bachelor's degree in business or healthcare administration, or have equivalent professional experience

Benefits

  • Competitive base pay with a performance-based bonus
  • Remote work with flexibility and support for work-life balance
  • Medical, dental, vision, and 401(k) benefits
  • Generous paid time off and holiday schedule
  • Growth opportunities at a mission-driven, innovative healthcare technology company

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