Offer summary

Qualifications:

3+ years of experience in Customer Success or Account Management, preferably in SaaS., Experience working with SMB clients in a high-volume, tech-enabled environment., Familiarity with healthcare workflows or healthcare technology., Strong communication skills and ability to manage multiple priorities effectively..

Key responsibilities:

Manage a portfolio of small to mid-sized healthcare clients, serving as their main contact.

Lead onboarding processes with the Implementation team to ensure smooth go-lives.

Collaborate with Sales to ensure successful customer transitions from sales to onboarding.

Drive product adoption through education, engagement, and identifying growth opportunities.

Job description

About Steer Health

Steer Health is redefining how hospitals and health systems engage with their patients—using intelligent, AI-driven automation to supercharge operational efficiency, patient experience, and revenue growth. Our platform integrates seamlessly into existing systems to deliver real value, fast.

We're a small, nimble team backed by ambitious goals and real traction in the market. If you're ready to make a meaningful impact at the intersection of healthcare and technology, we’d love to meet you.

About the Role

We’re hiring an SMB Customer Success Manager to own the customer journey for our small to mid-sized healthcare systems, hospitals, and clinics. You’ll serve as the primary point of contact for healthcare organizations using Steer’s platform, guiding them through onboarding, adoption, retention, and growth.

You’ll be expected to manage a high volume of accounts with efficiency and empathy—balancing proactive engagement with support coordination and identifying opportunities to drive product usage and upsell. You’ll also work cross-functionally with Sales, Implementation, and Product teams to ensure customers see real, measurable value with Steer.

This role is ideal for someone who thrives in a fast-paced, high-growth SaaS environment, with strong operational instincts and a passion for customer success.

Requirements

What You’ll Do

Manage a portfolio of small- to mid-sized healthcare clients, serving as their main point of contact
Lead onboarding in partnership with the Implementation team, ensuring a smooth and timely go-live
Collaborate with Sales on handoffs to ensure customers are set up for success from day one
Drive adoption of Steer’s tools by educating and enabling end users on best practices
Proactively monitor account health and usage data to identify risks or growth opportunities
Own renewals and support upsell conversations aligned with client goals and needs
Coordinate internally with Sales, Product, and Support to resolve issues quickly and efficiently
Execute scaled CSM motions like training webinars, QBR templates, email nurture sequences, etc.
Gather feedback and advocate for customer needs to influence product roadmap and support documentation

What We’re Looking For

3+ years of experience in Enterprise/Group Customer Success or Account Management, preferably in SaaS
Experience working with SMB clients in a high-volume, tech-enabled CSM environment
Familiarity with healthcare workflows or healthcare tech
Strong communicator who can engage everyone from office admins to clinical leadership
Highly organized and able to manage multiple customers and priorities simultaneously
Comfortable working with CRM tools (HubSpot, etc) and Engineering tools (Jira)
Self-starter who thrives and adapts quickly in a startup setting

Benefits

Why You’ll Love Working Here

Impactful Work: Help hospitals and health systems use technology to improve care delivery and operational outcomes
High Ownership: You’ll be the strategic lead and go-to contact for some of our most important customers
Startup Agility: Join a nimble, collaborative team where your ideas and initiative will shape how we grow
Flexibility: Fully remote role with flexible hours and strong autonomy
Career Growth: Significant opportunity to grow your career as Steer scales

Required profile