Dental Intelligence Inc. · 9 hours ago
Mid-Market Customer Success Manager (Mid-Market CSM)
United States
Full-time
Remote
Mid LevelDental Intelligence Inc. is a leading player in the SaaS analytics and workflow space for dental practices, aiming to help dentists manage and grow their practices. The Mid-Market Customer Success Manager will establish strong executive-level relationships, drive customer engagement, and ensure the health of the customer portfolio while promoting product adoption and surfacing expansion opportunities.
AnalyticsBusiness IntelligenceData IntegrationDentalSoftware
Responsibilities
Build strong and trusting relationships with key stakeholders within the customer base. Produce at least 2 champions per account and have an executive partner established in 100% of your portfolio
Proactively build tasks and/or sets of tasks (i.e. playbooks) to execute with your customers to maintain and/improve customer health within Gainsight. Be detail-oriented in making sure the right data gets into our systems at the right time. Monitor your completion of playbooks for 100% of your customers. Produce 1 touch (email, phone call, completed task, updated note, next step) per customer per week. Reporting your portfolio performance each week (distribution of red, yellow, green customers); next step for each customer); forecasting gross retention for your portfolio (best, mid, worst) case scenario
If customers need escalated help, you will lead the coordination of having the right people in the right room at the right time to strategize and execute. Ensure all steps are documented (in Gainsight) and that all teammates execute. If executives are needed for a call or need to send an email, you will draft the email or talking points needed. Ensure all parties know their role and responsibility for de-escalating the customer and report the result
Drive utilization of our products within your portfolio of accounts; ensure customers understand and learn about new releases and functionality as they become available. Drive customers to +5% DAU
Maintain expertise in Dental Intelligence products, industry, and identify opportunities for improving workflows, increasing adoption, and demonstrating its impact
Drive selling opportunities with customers for how to increase value through use of Dental Intelligence. Create and funnel qualified upsell opportunities for customer value added products and services to our Expansion Sales team
Qualification
Required
Be a Proactive Problem Solver to Help Drive Outcomes
Be a Passionately Curious and Applied Thinker
Have Excellent and Transparent Communication Skills
Preferred
Dental Industry & Dental Intelligence experience
Be Data-Driven with a Sense of Urgency
Be a Results-Oriented, Team Player
Be a Self-Directed, Self-Starter
Be a Delightful Worker
Benefits
Flexible Paid Time Off + 10 company-wide paid holidays
Competitive Medical, Dental & vision offerings, with buy up plan options, AND we match your HSA contributions.
Fully Paid Parental Leave
401K Retirement savings plan with company match up to 5.5% of your earnings+ unlimited access to personal financial advisors.
Learning & Development Reimbursement program
Company paid Life, Disability & AD&D
Mental Health support programs
Cellphone & Gym membership Discounts
Corporate Sundance Passes
And more!
Company
Dental Intelligence Inc.
Designed to help you intelligently shape the future of your practice(s), Dental Intelligence combines industry-leading practice analytics and patient engagement tools in an easy-to-use software platform that has helped more than 10,000 dental practices save time, increase profitability, and Practice Smarter.™
Founded in 2011
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$34.5MKey Investors
K1 Investment Management
2020-01-01Private Equity
2019-09-18Series A· $34M
2018-02-28Debt Financing· $0.5M
Leadership Team
Marty Ostermiller
Chief Operating Officer & CFO
Dan Larsen
Chief Product Officer
Recent News
Dental Intelligence, Inc.
2025-11-02
Payments Dive
2025-08-27
Company data provided by crunchbase