Customer Success Manager

Opeeka is searching for individuals to join our team who are comfortable working in a fast paced environment and are interested in leveraging their proven skills to help Opeeka capitalize on the significant growth opportunities ahead. If you are someone who is looking for an exciting opportunity with an early stage technology leader, keep reading.

TO READ FULL JOB DESCRIPTION AND APPLY FOR THIS POSITION GO: https://www.paycomonline.net/v4/ats/web.php/portal/D28F70C051CA2ADA4E3B61B3822A5D5B/jobs/247471

Company Benefits

Opeeka offers a full range of competitive Company benefits to eligible employees.  

Vacation

Full-time employees are eligible to earn and accrue vacation upon the first day of work. All full-time employees are eligible to accrue at least 80 hours of paid vacation time annually, and annual vacation time increases based on tenure. 

Sick Time

All employees will be granted 5 days (40 hours) of paid sick leave in a lump sum at the time of hire and subsequently, at the beginning of each year on January 1st. Employees may begin to use paid sick leave on their 90th day of employment (or sooner, if applicable law requires). Employees can use up to 5 days (40 hours) of paid sick leave per year.

Holiday Pay

Upon hire, all employees will receive holiday pay for the Company observed holidays, which includes all Federal Holidays and the day after Thanksgiving.

Medical Insurance Benefits

Opeeka provides the option of a comprehensive medical insurance plan for eligible full-time employees and their dependents. Employees are eligible to enroll in the medical program on the first of the month following 30 days of continuous employment. The Company will pay a portion of the medical insurance premium, up to $800 per employee and up to $600 for covered dependent(s).  Medical insurance benefits are available to employees, the employee’s spouse or registered domestic partner, and the employee’s legal dependents. 

Dental and Vision Benefits

Eligible full-time employees may also enroll in an employee only, an employee plus children or a family contract on the first of the month following 30 days of employment. For eligible full-time employees, the Company will contribute 100% of the Dental plan cost for the Employee. Employee is responsible for 100% of the cost for covered dependent(s). Employees are responsible for 100% of the cost of Vision coverage.

Retirement Plan

Opeeka provides eligible full-time employees with a Safe Harbor 401k plan. The Company will match an employee’s elective contributions on a dollar-for-dollar basis, up to 4% of your annual compensation. Full-time employees are eligible to enroll in the 401K plan following 90 days of continuous employment.

Job Summary

Owns the entire post-sale customer journey, from onboarding through expansion, ensuring every customer achieves meaningful success with Opeeka’s product while driving retention, revenue growth, and alignment with product-market fit. Guides new customers through implementation and onboarding, including new user training, and serves as the primary point of contact throughout their lifecycle. Builds strong trusted relationships with customer stakeholders at all levels and becomes their “go-to” resource for strategic guidance and support. Translates Opeeka’s product features and functionality into workflows that reflect each customer’s goals and operational needs.

Duties & Responsibilities

New Customer Scoping

Onboarding

Account Growth

Product Input

Skills and Abilities

•   Demonstrated ability to understand customer business objectives and align product(s) to their long-term goals.

•   Quick learner who can master Opeeka’s SaaS platform and confidently explain complex features and workflows to diverse audiences.

•   Strong desire to play an outward-facing role and quickly develop relationships with new people.

•   Demonstrated ability to analyze customer usage data and identify trends or opportunities to enhance adoption and satisfaction.

•   Proven ability to troubleshoot unexpected challenges and find creative, customer-focused solutions.

•   Self-motivated with a "get stuff done" attitude and willingness to take ownership in ambiguous situations.

•   Demonstrated excellence in verbal and written communication skills, capable of conveying complex concepts clearly to both technical and non-technical audiences.

•   Executive level presentation and communication skills.

•   Proven ability to manage customer relationships across all levels, ensuring alignment, engagement, and trust.

•   Demonstrated ability to understand complex technical concepts and articulate them to non-technical stakeholders as well as highly technical audiences.

•   Adaptable and flexible in fast-paced environments, with strong problem solving and prioritization skills.

•   Strong active listening skills to comprehend client needs and concerns and address them appropriately.

•   Demonstrated ability to work independently, manage time effectively, and prioritize tasks.

•   Demonstrated ability to communicate cross functionally with all internal teams.

•   Skilled in developing clear, visually engaging training materials, including detailed step-by-step guides, screenshots, and videos for both customers and internal users.

•   Strong attention to detail and organizational skills; able to track requirements, configurations, and changes throughout the implementation process.

•   Proven ability to deliver effective remote and in-person training sessions, adapting content for different learning styles and technical proficiency levels.

Knowledge

• Understands how Providers deliver care day-to-day: intake and assessment workflows, documentation requirements, billing and reimbursement.

•   Understands California-specific behavioral health regulations.

•   Comfortable with EHRs, care coordination platforms, or data systems.

•   Proficient use of all Microsoft Office products/tools and working in MS Windows operating systems.

•   Working knowledge of ZenDesk, HubSpot, Jira or similar customer and project management tools.

•   General knowledge of how API and SSO connections work.

•   Knowledge of adult learning principles and training methods to support diverse learning styles and preferences.

•   Knowledge of implementation processes for SaaS solutions, including configuration, data migration, and user onboarding.

•   Familiarity with behavioral health assessments, questionnaires, or similar data collection instruments is a plus.

•   Knowledge and experience with electronic health records (EHR) systems is a plus.

Education and/or Experience

•   5+ years in a role within a CA based Behavioral Health Organization, working alongside clinicians, care coordinators and administrative staff and/or 1-3+ years in a customer-facing role such as Customer Success, Account Management, Implementation, or Customer Support.

•   Experience with reporting, quality metrics, or documentation standards, which maps well onto product requirements and data modeling.

•   Experience with Software as a Service (SaaS) delivery models.

•   Bachelor's degree or equivalent in Business Management, Marketing, Communications, Social Sciences, Psychology, Information Technology, or other relevant fields.

•   Previous experiences in B2B SaaS is a plus.

•   Experience working with data and understanding of ETL processes is a plus.

•   Experience providing training on technology in a health care or SaaS environment is a huge plus.

TO READ FULL JOB DESCRIPTION AND APPLY FOR THIS POSITION GO:
https://www.paycomonline.net/v4/ats/web.php/portal/D28F70C051CA2ADA4E3B61B3822A5D5B/jobs/247471