PrescriberPoint · 1 day ago
Customer Success Operations Specialist
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $95K/yr
4+ years expPrescriberPoint is a Series A healthtech firm focused on improving the prescription journey for Health Care Providers. They are seeking a Customer Success Operations Specialist to design, optimize, and scale processes that empower their Customer Success efforts, ensuring exceptional experiences for pharma partners and healthcare organizations.
Health CarePharmaceutical
Responsibilities
Build and document repeatable workflows for customer onboarding, renewals, and expansions
Create standardized playbooks and process maps for CS to drive consistency
Partner with Sales and Product teams to ensure smooth handoffs and alignment across the customer journey
Own HubSpot CRM setup and optimization for Customer Success workflows (no separate CS platform today)
Configure dashboards, pipelines, and reporting in HubSpot to track customer health and engagement
Partner with RevOps to ensure clean, consistent data across systems
Develop and maintain CS dashboards and metrics (renewal forecasts, churn, adoption trends, NPS, etc.)
Provide CS leadership with actionable insights to improve customer health and retention
Monitor customer engagement data and proactively flag risks/opportunities
Serve as the go-to operational partner for the CS team, removing friction from their day-to-day work
Align with Sales Ops and Marketing Ops to ensure end-to-end visibility of the customer journey
Support leadership in quarterly business reviews and board-level reporting
Qualification
Required
Experience working in SaaS, healthtech, or pharma with high-touch/high price point client base (if you're dealing with hundreds+ of clients, you may not be a good fit)
4–6+ years in Customer Success Operations, Sales Operations, or RevOps
Strong experience using HubSpot as a CRM (including workflows, reporting, and dashboards)
Proven ability to design and implement processes in a lean, fast-paced environment
Analytical mindset with strong Excel/Sheets skills and comfort with data-driven decision making
Excellent communication and documentation skills
Preferred
Startup/scaleup experience is highly preferred
Exposure to using AI to generate reports, make workflows more efficient, etc., is a BIG plus
Benefits
Comprehensive benefits package including health, dental, vision, 401(k) with matching, Open PTO, and more
Strong health, vision, dental, and accident insurance for a company of our scale
401(k) with up to 4% matching (unusual for firms at our stage)
Yearly educational stipends to grow you
Open Paid Time Off we proactively track
BYOD (Bring Your Own Device): We happily include funds with each paycheck to cover any hardware costs you might incur to perform your work.
Company
PrescriberPoint
Medical Practice Support
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2023-01-31Seed
Leadership Team
Pete Robinson
Chief Operating Officer
Recent News
Company data provided by crunchbase