Sightview Software · 1 day ago
Client Success Partner
United States
Full-time
Remote
Entry, Mid Level
1+ years expSightview Software LLC provides a suite of industry-leading software for ophthalmology and optometry practices. The Customer Success Partner will nurture client relationships and drive strategic growth through a data-driven approach, ensuring client needs align with company goals while exercising independent judgment in various responsibilities.
Electronic Health Record (EHR)EyewearMedicalSoftware
Hiring Manager
Manjot Kaur
Responsibilities
Serve as the primary liaison for VIP clients, exercising independent judgment in managing client interactions and ensuring their concerns are addressed in a manner that reflects the company’s strategic objectives
Utilize discretion in evaluating client needs and in prioritizing engagement initiatives to maximize customer satisfaction and long-term retention
Identify and drive upsell and expansion opportunities—such as additional provider licenses, new location integrations, contract renewals, and cross-selling initiatives—by applying independent analysis and sound judgment
Develop strategies that align customer growth with company goals, using discretion to determine the best approaches for each client
Analyze customer usage data and feedback to detect potential risks, applying independent judgment to develop and implement tailored strategies that reduce churn
Exercise discretion when making critical decisions regarding risk mitigation and when recommending actions that protect both customer interests and the company's long-term objectives
Act as an advocate for customers by using independent judgment to evaluate complex issues and determine effective resolutions
Collaborate with cross-functional teams, making discretionary decisions on the appropriate escalation and resolution strategies that ensure timely and effective problem-solving in line with company policies
Lead regular business reviews with key accounts, presenting data-driven insights and strategic recommendations to enhance value creation
Maintain accurate customer records and manage interactions in the CRM system (preferably HubSpot), ensuring that all actions are consistent with established company practices and directives
Qualification
Required
Client Relationship Management
Serve as the primary liaison for VIP clients, exercising independent judgment in managing client interactions and ensuring their concerns are addressed in a manner that reflects the company's strategic objectives
Utilize discretion in evaluating client needs and in prioritizing engagement initiatives to maximize customer satisfaction and long-term retention
Identify and drive upsell and expansion opportunities—such as additional provider licenses, new location integrations, contract renewals, and cross-selling initiatives—by applying independent analysis and sound judgment
Develop strategies that align customer growth with company goals, using discretion to determine the best approaches for each client
Analyze customer usage data and feedback to detect potential risks, applying independent judgment to develop and implement tailored strategies that reduce churn
Exercise discretion when making critical decisions regarding risk mitigation and when recommending actions that protect both customer interests and the company's long-term objectives
Act as an advocate for customers by using independent judgment to evaluate complex issues and determine effective resolutions
Collaborate with cross-functional teams, making discretionary decisions on the appropriate escalation and resolution strategies that ensure timely and effective problem-solving in line with company policies
Lead regular business reviews with key accounts, presenting data-driven insights and strategic recommendations to enhance value creation
Maintain accurate customer records and manage interactions in the CRM system (preferably HubSpot), ensuring that all actions are consistent with established company practices and directives
Preferred
Must be based in the United States
Strong verbal and written communication skills in English
Demonstrated ability to manage complex customer relationships, handle escalations, and deliver exceptional service
Proven experience in a multi-channel customer support environment
Excellent problem-solving and critical-thinking skills, with the ability to exercise independent judgment and discretion on matters of significance
1-3 years of experience in Customer Success, Account Management, or a similar client-facing role
Experience with CRM systems (preferably HubSpot)
Background in the healthcare or health technology industry
Company
Sightview Software
The only technology partner solely focused on eyecare, Sightview offers ophthalmologists, optometrists, and opticians a single, end-to-end solution that addresses the needs and challenges of today’s eyecare providers.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tycene Fritcher
Chief Executive Officer
Jeff Macomber
Chief Technology Officer
Recent News
2025-10-29
2024-04-10
2024-04-10
Company data provided by crunchbase