Client Success Associate jobs in United States
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Sage · 1 month ago

Client Success Associate

Sage is a mission-driven company focused on improving care for older adults through innovative solutions. The Client Success Associate will support the adoption of Sage's products by fostering user engagement, leveraging data insights, and ensuring client satisfaction. This role involves building relationships with clients, monitoring usage patterns, and collaborating with internal teams to enhance customer experience.

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Responsibilities

Act as a primary point of contact for clients at the community level; regularly checking in with community leadership to ensure they are satisfied with the product and offer support or training as needed
Surface identified Sage super-users/champions to the Community and Marketing teams for potential involvement in various campaigns, webinars, training sessions, etc
Identify at-risk communities and work proactively to address potential issues that could lead to churn or disengagement
Ensure communities achieve measurable ROI by leveraging Sage data to make operational decisions
Surface opportunities for communities to increase care revenue, reduce liability, and improve operational efficiencies, and ensure action is taken on such recommendations
Train community management on the Sage Analytics platform, ensuring adoption and understanding of how to leverage the data to support their overall operations
Proactively reach out to communities based on usage data to provide assistance, share best practices, or resolve any challenges preventing full product adoption
Drive user engagement and product adoption within client communities by building strong, trust-based relationships with users
Monitor app usage patterns and identify areas where clients can improve their engagement with the platform
Use data and client feedback to deliver personalized recommendations that increase adoption and ensure clients are realizing the full potential of the product
Work closely with the broader Client Success team, Product, and Support teams to relay customer feedback, product challenges, and feature requests
Share valuable insights and best practices with internal teams to enhance overall customer experience and improve the onboarding process

Qualification

Data analysisClient relationship managementCustomer success metricsData visualization toolsHealthcare experienceCommunication skillsProblem-solving skillsCross-functional collaboration

Required

2-4 years of experience in a customer-facing role (Customer Success, Account Management, or similar)
Proven experience building and maintaining client relationships
A customer-first mindset with a passion for helping others succeed through the use of technology
Strong analytical and problem-solving skills, with the ability to analyze customer data and translate it into actionable insights
Comfortable using data analytics and visualization tools (e.g., Google Analytics, Tableau, Excel, etc.) to track customer success metrics and create reports
Excellent communication skills, both written and verbal, with the ability to engage and support clients effectively
Familiarity with data-driven decision-making, customer success metrics, and tracking product usage
Ability to collaborate across teams (Sales, Product, Marketing) and advocate for customer needs internally

Preferred

Healthcare or healthtech experience a plus
Familiarity with customer success tools (e.g., Gainsight, HubSpot, Zendesk) and CRM platforms (e.g., Salesforce)

Benefits

Competitive base compensation along with stock options
Fully-paid health and dental insurance coverage for all of our employees
Other health benefits including vision insurance
Membership to premium primary and urgent care
Online medical health providers
Take as you need time off policy
7 paid holidays
Company wide winter break during the holidays

Company

Sage is an operation management system that enhances senior caregiving efficiency.

Funding

Current Stage
Growth Stage
Total Funding
$59M
Key Investors
IVPMaveronGoldcrest Capital
2024-12-05Series B· $35M
2023-10-25Series A· $15M
2022-07-28Seed· $9M

Leadership Team

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Raj Mehra
CEO & Co-founder
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Ellen Johnston
Chief Product Officer and Co-founder
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Company data provided by crunchbase