Strategic Planning & Execution:
- Own and execute the CS operating rhythm, including CS All Hands, CS onsite, board meeting prep, and weekly meetings.
- Drive the development of our annual roadmap with quarterly objectives.
- Generate executive summaries of Customer Success programs, initiatives, successes, and program/project risk.
Performance & Data Insights:
- Own the single source of truth for the Customer Success organization across our key metrics.
- Build, standardize and maintain Customer Success Dashboards, ensuring data alignment and access between Gainsight, Salesforce, and CxOne.
- Eliminate manual data manipulation.
Strategic Initiatives, Projects and Events:
- Drive the AI adoption into meaningful outcomes, such as employee efficiency, and improvements in retention and expansion.
- Ensure Customer Success organization is effectively utilizing key technology, in terms of efficiency, utilization and ROI.
- Process re-engineering: Ensure Top 20 Customer Success processes are optimized to reduce client friction
Tebra
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.