About Us

At SimplePractice, we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice.

More than 250,000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management. From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden—empowering solo and small group practitioners to thrive alongside their clients.

Award-winning and people-first, SimplePractice is shaping the future of health tech. In 2026, we were recognized by BuiltIn as a Best Remote Company to Work For, Software Guru's Best Places to Code, Becker Healthcare Telehealth Companies to Know, and we won a MedTech Breakthrough Award for Best Practice Management Solution Provider.

The Role

We’re looking for a retention-driven, customer relationship–focused Customer Success Manager to join our Customer Success team and own the post-onboarding customer experience for a portfolio of medium to large healthcare practices.

At SimplePractice, we prioritize our customers’ success and strive to deliver meaningful value at every stage of the customer lifecycle. This role requires a deep understanding of the SimplePractice platform—including core functionality, add-ons, and evolving product enhancements—and the ability to translate platform capabilities into real-world outcomes for growing practices.

The ideal candidate excels at building trusted, long-term customer relationships, understanding complex clinical and operational workflows, and guiding customers toward best practices that drive adoption, efficiency, and growth. Customer Success Managers are expected to quickly learn, articulate, and demonstrate new SimplePractice features and enhancements to help customers realize long-term value.

This role carries measurable goals related to retention, feature adoption, practice growth, and overall customer health.

Responsibilities

Partner with Assigned Customers
Own the post-sale relationship for a named portfolio of medium to large group practices
Serve as the primary strategic point of contact and trusted advisor
Conduct regular success check-ins to understand customer goals, workflows, and evolving needs, and consult on product usage to support those goals
Educate customers on relevant features, enhancements, add-ons, and best practices, with guidance on applying them to achieve their objectives
Drive Retention Through Strategic Relationship Management
Guide customers through complex questions, workflow optimization, and platform best practices to support growth and account health
Lead customer conversations to address challenges, mitigate risk, improve outcomes, and drive customer health
Provide thoughtful recommendations and alternative workflows tailored to each practice, supporting growth and long-term success
Cross-Functional Collaboration & Customer Advocacy
Identify trends, product gaps, and recurring feedback across your portfolio
Partner with Product, Design, and internal teams to advocate for customer needs
Share insights that inform adoption strategies and improve the customer experience
Documentation & Process Adherence
Maintain clear, detailed documentation on customer goals, health, risks, and outcomes
Follow established internal processes for reporting and collaboration
Adapt quickly as tools, workflows, and processes evolve

Desired Skills & Experience

3+ years of experience in Customer Success, Account Management, or Relationship Management within a SaaS or technology-driven environment
Experience working in health tech including EHRs, practice management software, or healthcare SaaS
Experience working with technology platforms Notion, Slack, Gong and ChurnZero or similar
Familiarity with healthcare practice workflows and operational considerations
Exceptional communication skills, with the ability to explain complex concepts clearly
Proven ability to drive customer adoption, retention, and long-term success