Full-Time Client Success Manager (Optometry Focus)

What You'll Accomplish:

• Own the Client Journey: Guide clients through onboarding, implementation, adoption, training, and renewals.
• Conduct regular client check-ins and quarterly business reviews.
• Develop and execute tailored Client Success Plans.
• Proactively identify and mitigate churn risks.

Strategic Client Advisor: Lead conversations, ensuring value delivery, and pursue upsell/cross-sell opportunities.

Drive Measurable Growth: Boost product usage, increase referrals and NPS, and report on success metrics.

Optimize for Excellence: Document interactions, refine workflows for personalized engagements.

Amplify Client Voices: Partner with Sales/Marketing for case studies and fuel pipeline growth.

Be the Client Champion: Advocate client feedback across teams to meet optical-practice needs.

How Success is Measured:

• Product Adoption & Usage: Increase client engagement.
• Net Promoter Score (NPS): Achieve high NPS.
• Client Retention: Drive retention to 98%+.
• Revenue Growth: Upsell/cross-sell services.
• Portfolio Management: Manage 42+ key clients.
• Performance Bonuses: Earn bonuses for achieving targets!

What You Bring (Qualifications & Experience):

• Bachelor's degree or equivalent experience.
• 3-5+ years in Customer Success, Account Management, Sales, or Business Development.
• Experience with optometry or ophthalmology practices.
• Understanding of practice management/EHR systems in the optical sector.
• Familiarity with optical practice workflows.
• Proven success in client retention and upselling.
• Excellent communication and interpersonal skills.

You're a Great Fit If:

• Analytical & Solutions-Oriented.
• Sales-Minded & Customer-First.
• A Clear & Persuasive Communicator.
• Adaptable & Resilient.
• Organized & Driven.

What is the last date for applying to the job?

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