Customer Success Manager

Amazing opportunity to join a mission-driven software company that serves the Mental & Behavioral Health space. Our products help Mental and Behavioral Health organizations better operate their business, get reimbursed by insurance companies, and better engage their patients. Dazos has created the only Revenue Acceleration, Business Intelligence, and Compliance Automation platform in the industry. We power the heartbeat of Behavioral Health.

We pride ourselves on providing an excellent work environment that is positive, diverse, and offers amazing career development. As a Customer Success Manager, you will be responsible for ensuring that our new customers get off to a strong start!

We are seeking an experienced Customer Success Manager to join this fast-paced, dynamic team. As an ideal candidate, you will have over 5 years of experience in software (customer success, support, or implementation) in the B2B space and will be deeply familiar with CRM best practices and processes. You will have a strong track record in project management, client communication, and understanding complex business requirements to deliver tailored solutions, all with the goal of helping customers get value from Dazos.

This role is preferred hybrid from our Newport Beach, CA or Boca Raton, FL offices, but open to a remote role for the right candidate.

• Interface directly with Dazos customers to drive enablement, product value, and adoption of the Dazos suite, including our CRM, Business Intelligence, and Marketing Reports solutions
• Take ownership of the renewals process, including customer notification, negotiation of terms, and contract execution
• Understand complex business requirements to create tailored solutions, primarily in the CRM, by leveraging workflows, customizing reports, and utilizing industry best practices to curate the system and optimize their team processes
• Prioritize time thoughtfully and set proper customer expectations
• Understand and execute complex customer requests and integration configurations
• Communicate closely and professionally with multiple customer stakeholders to ensure they’re up to date on the latest actions, next steps, and overall progress toward implementation completion
• Participate in cross-functional knowledge transfer sessions, product training, and other strategic initiatives as needed
• Contribute to the development of best practices, project standards, and methodologies to improve efficiency and effectiveness of implementations and team processes, policies, & procedures.
• Identify opportunities for knowledge management, documentation, and service automation, and participate in creating those tools.

• 5+ years of experience in customer success, technical implementations, onboarding, training, or sales engineering in B2B SaaS
• Direct experience administering, implementing, or working closely with CRMs, specifically with reporting, integrations, and automations
• Exceptional oral and written communication, presentation skills, and the ability to simplify complex concepts for any audience
• Track record of success with managing multiple active implementation projects, each with multiple stakeholders
• Strong critical thinking skills, a growth mindset, and a desire to continuously improve
• A passion for contributing to a meaningful industry and being able to convey that excitement to create momentum and deliver an exceptional customer experience
• Call center experience within the behavioral health space is a plus
• Able to travel 25-30% - expected to train in our Boca Raton, FL or Newport Beach, CA office

• Opportunity to join a mission-driven company that serves the mental and behavioral health space. Do meaningful work while helping some of those who need it most
• Industry competitive salary with possible hybrid work schedule
• Ongoing mentoring and support to help you grow and succeed
• Amazing career path opportunity
• Employer-paid dental, vision, and life insurance
• Medical insurance with employer contribution
• Fun company with positive culture and an amazing team