Client Success Manager - SaaS EMR
Kipu Health
Kipu is bettering the behavioral health landscape, helping treatment centers achieve the best outcomes and empowering patients and caregivers on every step of the recovery journey. Join us in our work to advance behavioral health care in our communities.
Our innovative solutions support providers in treating addiction, eating disorders and many other behavioral health conditions. Our EMR, CRM and revenue cycle solutions help behavioral health facilities succeed in managing their patients’ entire care journey, but it’s through our people that we truly make a difference.
Job Description
Kipu Health is seeking an energetic, people-first, solutions-oriented, Client Success Manager – SMB to drive software adoption, reduce churn, and help our clients grow through their use of Kipu. This role will leverage your people skills, business acumen, and strong technical aptitude to strengthen relationships with our SMB clients.
As a Client Success Manager - SMB, you are required to understand common and sometimes not so common facility workflows, partner with other Client Success Managers to flourish relationships with 1000+ clients, upkeep product knowledge, understand business operations (and a bit of accounting), develop a strong understanding of our product roadmap, stay updated with the latest behavioral health trends and regulations, and last but not least, keep our clients happy!
Your Responsibilities
- Client Portfolio Management: Oversee a portfolio of 1000+ SMB clients, conducting regular meetings to align workflows with Kipu’s solutions.
- Product Adoption, Upselling, and Cross-Selling: Drive product adoption, identify upsell/cross-sell opportunities, and provide training, demos, and recommendations to maximize client value.
- Account Health Monitoring: Use health tools to reduce churn, track client engagement, and resolve escalations, financial cases, and support tickets. Assist clients with understanding their contract terms, invoices, and other legal and financial information.
- Feedback & Advocacy: Collect product feedback, identify potential client advocates, and encourage engagement with Kipu community.
- Cross-Functional Collaboration: Communicate effectively with internal teams to address client needs, resolve issues, and drive positive outcomes.
Your Qualifications
- 1-3 years working in a customer service focused environment.
- Minimum of 1 year of experience in Kipu Support or at least 2 years serving as a Client Success Manager within a SaaS organization.
- Superb people skills, with the ability to “read” personalities across the spectrum.
- Exceptional communication, account management, project management, and problem-solving skills.
- The ability to drive relationships with personas across an organization, including c-suite.
- Analytical and logical ability to understand business analytics and workflows, and how they map to Kipu’s core functionality.
- Works well autonomously while maintaining team contributions.
Benefits & Compensation
- Highly competitive salary based on your local market’s compensation data.
- Expandable paid time off.
- 11 Paid Holidays.
- Health, Dental, Vision, Disability, and Life Insurance.
- Parental Leave.
- Pet Insurance.
- Employee Career Path Program.
- 401(K) with Company Match.
Kipu Promise
In an environment of rapid change, millions are struggling to cope. Kipu is here to help. Having shaped the industry for 10 years, today we focus on advancing our New Vision for the behavioral health ecosystem, evolving how it operates, interacts, communicates, and heals.
We are an equal-opportunity employer and highly value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, gender identity, or disability status.