Customer Success Manager, Strategic

Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging. About the Role As a Customer Success Manager, you will serve as the primary partner for guiding customers through successful adoption, measurable value realization, and strategic expansion. You will help customers understand their business goals, align on success metrics, and drive meaningful outcomes using our platform. You are a strong communicator who can simplify complex workflows, resolve blockers, follow established playbooks, and build trust with customer stakeholders. CSMs excel at proactive outreach, data-informed recommendations, and ensuring customers progress toward full utilization of the platform and available add-on solutions. This role thrives in fast-paced environments, requires strong ownership over customer health, and demands consistent adherence to processes that support retention and expansion. Your Area of Focus • Manage and retain a book of customers typically under <$20–30k ARR across designated product areas. • Understand customer business goals and align them to platform capabilities, driving adoption through consistent adherence to established playbooks. • Build strong working relationships with end users and manager-level stakeholders, ensuring successful onboarding handoffs and long-term engagement. • Drive proactive outreach focused on adoption, retention, and early identification of risk using customer health analytics. • Deliver personalized recommendations rooted in best practices, enabling customers to fully utilize core and add-on products. • Meet or exceed quarterly ARR retention and expansion quota targets, identifying opportunities within the existing product set. • Document progress, action items, customer needs, and risks with precision, ensuring timely follow-up and clear cross-functional communication. • Learn product features quickly and translate them into simple, actionable guidance for customers. • Manage escalations calmly and professionally, owning initial de-escalation and looping in leadership when appropriate. • Collaborate with Marketing, Product, and other CS teams to share customer feedback and support workflow optimization initiatives. Your Professional Qualifications • 1–3 years of experience managing customer relationships, implementing solutions, or handling complex, customer-facing problem solving. • Ability to follow structured processes and drive repeatable, consistent outcomes. • Strong communication skills with the ability to build rapport and present solutions clearly • Demonstrated ability to learn new technologies and workflows quickly. • A proactive mindset with the ability to manage a fast-moving book of business. • Comfort working in data-informed environments and using insights to guide recommendations. • Experience meeting process and outcome metrics surrounding customer touchpoints, expansion revenue and customer retention. #LI-AH1 #LI-Remote We are dedicated to attracting and retaining top talent with competitive and fair compensation. For this position, this range reflects our Zone 1 (National Average) pay band. Your specific compensation is thoughtfully determined by your experience, qualifications, the specific requirements of the role, and your Geo Zone. Our geo-zone system ensures your pay is competitive for your location, recognizing varying costs of labor across regions. Our four geo zones are designed to reflect this: Zone 1: National Average Zone 2: Moderately Higher Cost Regions Zone 3: High-Cost Regions Zone 4: Lower-Cost Regions Beyond base compensation, Tebra offers eligible employees the opportunity for variable pay and a robust benefits package, reflecting our commitment to your overall well-being. In compliance with California pay transparency laws, the specific compensation range applicable to your Geo Zone will be shared during your initial talent screen. Zone 1 (National Average) $76,500—$81,000 USD About Tebra Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose. Learn more at www.tebra.com. Our Values Start with the Customer We get to know our customers - and their patients - and look at the world through their lens. Keep It Simple Healthcare is too complex. We aim to simplify it for everyone. Stay Entrepreneurial We reject the status quo and solve problems with creativity, perseverance, and a bias to action. Better Together We are diverse, humble, and collaborative. We put the team first and win together. Celebrate Success Life is short and joy is underrated. We take time to have fun and celebrate success. Perks & Benefits United States: In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for a great workout, or TelusEmployee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Costa Rica: To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Compliance & Privacy Disclosures NOTE: Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/ If you would like to report a fraudulent Tebra job posting, please contact us at talentacquisition@tebra.com and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too. As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.