Source Job

LATAM

  • Proactively contact at-risk patients before they disengage or cancel, using behavioral signals and CRM flags to prioritize outreach.
  • Handle inbound cancellation and pause requests with empathy and confidence, saving accounts where possible.
  • Re-engage lapsed or paused subscribers through structured win-back campaigns via phone, SMS, and email.

CRM Communication Account Management Retention Empathy

20 jobs similar to Patient Success Representative — Retention & Subscription

Jobs ranked by similarity.

Asia

  • Convert warm inbound leads and conduct outbound calls to re-engage cold or inactive leads.
  • Manage your own pipeline, prioritize follow-ups, and maintain accurate CRM documentation.
  • Meet daily, weekly, and monthly conversion and activity KPIs while collaborating with care and operations teams.

LumiMeds is a fast-growing U.S.-based telehealth startup focused on weight management and long-term metabolic health. As a remote-first, globally distributed team, we value clarity, accountability, and people who take initiative.

US

  • Proactively reach out to at-risk customers via calls and emails to prevent churn.
  • Identify root causes of customer concerns and provide consultative solutions.
  • Document interactions and track outcomes to support retention goals.

We are an AI-powered business operating system for agencies, entrepreneurs, and SMBs. We have over 2,000 team members across 10+ countries and operate as a global, remote-first organization built for speed and ownership.

US

  • Conduct 30-minute virtual coaching sessions to help patients build sustainable lifestyle habits using motivational interviewing and evidence-based techniques.
  • Carry a caseload of patients, serving as an accountability partner for behavior change in areas like nutrition, exercise, stress, and emotional health.
  • Document sessions in EMR using SOAP format and communicate updates to the care team.

Mochi Medical is a physician-owned professional corporation that delivers virtual behavior change support alongside clinical and nutrition care, originally founded as an obesity management practice. The company operates as a multidisciplinary care team with physicians, NPs, and Registered Dietitians in a fast-paced startup environment.

Spain

  • Drive retention and growth by building trusted relationships as the primary customer contact throughout the lifecycle.
  • Mitigate risk through early intervention and develop Save Plans to protect ARR and reduce churn.
  • Serve as an internal advocate for customer feedback, influencing product roadmap and building advocates.

Hyland pioneers the Content Innovation Cloud, delivering enterprise intelligence to organizations worldwide. With nearly 4,000 employees, they foster an employee-centric culture focused on career development, wellbeing, and community impact.

US

  • Execute retention programs across upgrades, loyalty campaigns, coupons, and operational initiatives.
  • Own day-to-day deliverables and partner with channel managers to drive performance.
  • Support performance reporting and identify optimization opportunities.

IPSY is the beauty industry’s most powerful platform, uniting brands, creators, and consumers through beauty membership. We are a remote-first company with a culture of connection, offering virtual activities, offsites, and professional development.

US

  • Own and grow a book of existing high-value customer accounts, building strong relationships and driving retention.
  • Hit ambitious monthly revenue, unit, retention, and activity goals through consistent outbound outreach and pipeline management.
  • Lead discovery conversations with administrators to uncover needs, identify expansion opportunities, and close revenue.

Brightwheel provides a modern technology platform for early education, serving millions of educators and families daily. The company is a three-time Cloud 100 company backed by top investors and has a distributed, customer-focused team across all US time zones.

Canada 3w PTO

  • Provide thoughtful, personalized support to Felix patients through chat and email.
  • Collaborate with pharmacy, medical, and logistics partners to support patients across their healthcare journey.
  • Drive conversion in the onboarding process by educating patients on pricing, process, or product.

Felix is Canada's first end-to-end virtual healthcare experience, providing online treatment, prescription delivery, and ongoing care. They are a remote-first, early-stage technology company with a collaborative and high-performing team.

US

  • Completes telephonic outreach to engage and schedule patients for health assessments.
  • Maintains call targets and metrics to ensure program success and volume goals are met.
  • Provides patient education and coordinates appointments and resources as needed.

Lumeris empowers value-based care, making healthcare safer, more affordable and personalized for providers, patients, and payers. The company is an EEO/AA employer with a focus on growth and employee engagement in a fast-paced environment.

US

  • Serve as overflow support for multiple practices by answering and triaging incoming calls and messages from patients and stakeholders.
  • Support patient scheduling and follow-up, including no-show and cancellation tasks, and schedule reshuffles when needed.
  • Handle central communications intake and respond to voicemail and after-hours messages.

Diana Health is a network of modern women’s health practices partnering with hospitals to transform maternity and women's healthcare. They are an interdisciplinary team with strong collaborative care and operational support, focused on continuous learning and improvement.

South Africa

  • Own and manage a caseload of patients, delivering personalized 1:1 coaching to drive sustainable behavioral change and meet KPIs.
  • Respond to patient queries, action feedback, and maintain accurate documentation to ensure high service quality and patient satisfaction.
  • Monitor patient safety, escalate clinical concerns, and collaborate cross-functionally to improve service delivery.

Eucalyptus is a digital healthcare company behind Juniper, a weight-management program combining GLP-1 medication with personalized nutrition and coaching. Backed by Hims & Hers, it has supported over 350k patients across five markets and achieved 130% YoY revenue growth.

US

  • Manage patient physiological markers and provide clinical triage.
  • Conduct wellness calls and collaborate with care teams to set health goals.
  • Drive patient engagement and ensure adherence to RPM program standards.

Vivo Care is building a platform to make healthcare continuous, personal, and truly connected. It is a fast-growing startup with a culture of inclusion, collaboration, and innovation.

Global Unlimited PTO 12w maternity

  • Conduct high-volume telehealth intake appointments to assess patient goals and explain service offerings.
  • Manage scheduling, lab orders, prescription logistics, and EHR maintenance for a fully remote care team.
  • Drive patient engagement through strategic outreach, coaching, and issue resolution to ensure high satisfaction.

Bold is the leading healthy aging platform, offering personalized, evidence-based exercise programs for Medicare members that help prevent falls, reduce pain, and increase activity. The company is backed by leading investors including Andreessen Horowitz and Khosla Ventures and has a patient-centered care team.

US

  • Serve as the first point of contact, guiding patients through initial consultations and assessments.
  • Coordinate care journeys by scheduling sessions with patients, caregivers, and medical teams.
  • Reach out to interested patients to explain services and schedule appointments.

Isaac Health improves brain health at the population level by providing access to specialty brain health and dementia care services. Since launching in 2022, they have scaled across the US with support from leading healthcare investors and a focus on clinical quality and safety.

Global

  • Conduct Chronic Care Management follow-up calls and build positive patient relationships.
  • Accurately document patient interactions and maintain tracking logs using Google Drive and Sheets.
  • Coordinate care activities, monitor patient progress, and ensure HIPAA compliance.

SnappyCX provides healthcare staffing and management solutions, specializing in chronic care management and remote patient support. The company is a growing organization that values bilingual, self-motivated professionals in a fully remote, collaborative environment.

US

  • Serve as the primary point of contact for patients, providing guidance and support for non-billing-related inquiries.
  • Manage inbound calls and live chats to deliver timely and effective assistance.
  • Maintain accurate records of patient interactions using Salesforce CRM and contribute to process improvement.

Natera is a global leader in cell-free DNA testing for oncology, women's health, and organ health. Their team consists of highly dedicated professionals from world-class institutions who care deeply for their work and each other.

United States

  • Manage a portfolio of SMB and Mid-Market clients as their trusted advisor throughout the client lifecycle.
  • Build strong relationships, monitor client health, and proactively drive engagement and renewals.
  • Collaborate cross-functionally with Sales, Product, and Marketing to share client insights and improve offerings.

Headspace provides every person access to lifelong mental health support through evidence-based content, clinical care, and innovative technology. The company has a collaborative, inclusive culture grounded in values like making the mission matter and owning the outcome.

Unlimited PTO

  • Operate as part of an Account Team pod, owning customer health and churn lifecycle.
  • Manage churn risk end to end, partnering cross-functionally to remove blockers.
  • Proactively monitor account health signals and act before they become escalations.

Dutchie provides technology solutions for cannabis dispensaries, focusing on customer success and account management. The company is a growing SaaS platform with a collaborative culture and a pod-based team structure.

  • Educates patients about eligible healthcare services and directly schedules them with the provider team.
  • Builds trust-based relationships by empathetically addressing patient inquiries and objections.
  • Makes outbound calls to educate patients on Strive's holistic care model and schedules provider visits.

Strive Health is on a mission to transform chronic conditions by identifying risk earlier, coordinating thoughtful care, and supporting people through every stage of their health journey. The company is a passionate team that cares deeply about making an impact, shows up as One Team, and elevates the everyday.

Brazil

  • Drive long-term customer success and adoption of Hyland's products across a defined set of midmarket customers within a pooled Customer Success model.
  • Prioritize customer engagement based on data-driven signals including renewal timelines, product adoption, health scores, and risk indicators.
  • Identify churn and downsell risks early and partner cross-functionally to develop and execute mitigation plans.

Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence and automation solutions. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community impact.

Global Unlimited PTO

  • Own the validation lifecycle, running kickoffs and driving pilots toward a clear conversion decision.
  • Drive time-to-value by getting users onboarded and activated against their stated goals.
  • Manage risk proactively, surface at-risk pilots early, and execute recovery plays before the opt-out window closes.

Videa builds AI technology that helps dental clinicians deliver better care to millions of patients. The company has raised over $67 million from investors including Threshold Ventures and Spark Capital, and fosters a collaborative culture with a high bar and grounded approach.