Customer Success Specialist

Clinical Notes AI - San Diego, CA

Full-time - Mid Level

San Diego, CA

About the position

The Customer Success Specialist at Clinical Notes AI plays a crucial role in ensuring that clients successfully adopt and derive maximum value from the company's AI-driven platform for mental health and clinical documentation. This position focuses on building strong partnerships with clients, executing tailored onboarding plans, and providing ongoing support to enhance customer satisfaction and success.

Responsibilities

• Build and execute tailored onboarding and success plans for new customers to ensure smooth adoption of Clinical Notes AI.
• Manage a book of business and grow it based on financial targets set by the business.
• Conduct regular check-ins with customers to understand their needs, resolve issues, and reinforce the value of the platform.
• Travel to customer sites and trade shows to foster relationships, deliver in-person support, and represent Clinical Notes AI.
• Gain and maintain deep product knowledge to effectively teach customers how to maximize their use of the platform.
• Develop a strong understanding of behavioral health reimbursement processes and help clients leverage AI for smoother workflows.
• Collaborate cross-functionally with sales, support, and development teams to address customer feedback and drive product improvements.
• Provide ongoing education about the benefits of AI in clinical settings, ensuring customers see long-term value.

Requirements

• At least 2-3 years in customer success, account management, or related roles, preferably in healthcare or tech.
• Experience owning specific KPIs and a revenue target.
• Strong interpersonal and communication skills, with the ability to build trust and foster relationships with diverse stakeholders.
• Familiarity with behavioral health or a strong interest in learning about reimbursement processes and healthcare workflows.
• Ability to quickly gain deep knowledge of a technical product and explain it in user-friendly terms.
• Highly organized and capable of managing multiple customer accounts and projects simultaneously.
• Willingness to travel for customer visits and trade shows as needed.

Nice-to-haves

• Understanding of clinical documentation workflows or healthcare technology.
• Experience working with AI-powered tools or platforms.
• Background in behavioral health or healthcare reimbursement.

Benefits

• Opportunity to work with a mission-driven startup transforming mental health and healthcare documentation.
• Ability to forge meaningful partnerships with customers and contribute to enhancing care delivery.