Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.
Job Summary:
The Customer Success Executive ensures customers get the most from our products, manages all aspects of service from setup to troubleshooting, and promotes engagement and retention. As the primary customer advocate, Customer Success Executive partners with provider offices to understand their needs, optimize their experience, and identify opportunities to expand value.
What You’ll Do:
- Manage the complete service and connectivity device lifecycle, from onboarding through implementation, ensuring smooth operation and timely resolution of issues.
- Troubleshoot and resolve hardware and software issues by applying training, resources, and logical problem-solving skills.
- Accountable for product training and adoption by proactively engaging customers to drive full and effective use of product feature and functionality. This requires determining the optimal training method for each office and ensuring successful implementation.
- Serve as the customer’s trusted advisor, building strong relationships and delivering an exceptional customer experience at every touchpoint.
- Monitor account health, usage trends, and feedback to identify risks to retention and opportunities for growth.
- Partner cross-functionally with internal teams (sales, technical support, product, operations) to escalate and resolve complex issues.
- Lead Proactive Cadence Calls and other strategic customer conversations to highlight value, outcomes, and future opportunities.
- Contribute to continuous improvement by sharing customer insights and recommending enhancements to products and processes.
What We Need:
- Proven ability to manage customer relationships with a solution-oriented and customer-first mindset.
- Strong critical thinking and problem-solving skills; comfortable learning and applying technical knowledge through training.
- Excellent communication skills, with the ability to tailor messaging to end users, office managers, and executives.
- Experience in customer success, account management, or related customer-facing role preferred.
- Ability to independently manage multiple priorities, remain calm under pressure, and deliver timely results.
- A passion for driving customer engagement, retention, and growth.
What You’ll Need to Be Successful:
- Service-oriented with a strong sense of ownership and accountability.
- Naturally curious, eager to learn, and adaptable in fast-changing environments.
- Ability to simplify complex issues and explain solutions in clear, approachable language.
- Strong organizational skills with attention to detail and follow-through.
- Proficiency with CRM and customer success tools (e.g., Salesforce) a plus.
- Collaborative mindset with the ability to work effectively across teams and influence without direct authority.
- Entrepreneurial spirit with a proactive approach to identifying opportunities for improvement and growth.
- Demonstrated ability to balance empathy with driving business outcomes.
About PatientPoint:
PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at patientpoint.com.
Latest News & Innovations:
- Why is PatientPoint a Best Place to Work! Read More
- Teammate Honored as "Top Woman in Tech". Read More
- Recognized on Vault’s Top Internship List. Read More
What We Offer:
We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates.
PatientPoint recognizes that privacy is important to you. Please read the PatientPoint privacy policy, we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V
Skills Required
- Ability to manage customer relationships with a solution-oriented, customer-first mindset
- Strong critical-thinking and problem-solving skills
- Ability to learn and apply technical knowledge through training
- Excellent communication skills with end users, office managers, and executives
- Experience in customer success, account management, or a related customer-facing role
- Ability to independently manage multiple priorities and deliver timely results
- Service orientation with ownership and accountability
- Curiosity, adaptability, and willingness to learn
- Ability to explain complex issues clearly and simply
- Strong organizational skills, attention to detail, and follow-through
- Proficiency with CRM and customer success tools such as Salesforce
- Ability to collaborate across teams and influence without direct authority
- Proactive approach to identifying improvement and growth opportunities
- Ability to balance empathy with business outcomes
What the Team is Saying
PatientPoint Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time off is substantial, with 25 front‑loaded PTO days plus 7 paid sick days, 11 paid holidays, and seasonal flexibility; feedback suggests this supports work–life balance. Policies like summer hours and a Friday meeting blackout further enhance usability.
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Parental & Family Support — Paid parental leave ranges from 4–12 weeks and a fertility reimbursement HRA covers eligible procedures up to a $10,000 lifetime max; feedback suggests these are standout offerings for a midsize employer. Survivor benefits at 2x salary add meaningful family protection.
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Retirement Support — 401(k) eligibility begins on hire with a 3% non‑elective safe‑harbor contribution that is 100% vested from day one. This provides guaranteed retirement savings even without employee deferrals.
PatientPoint Insights
What We Do
Our mission is to improve health outcomes through behavior change at the point of care and beyond. Every day, people make choices that shape their health, and at PatientPoint, we strive to support those decisions with the right information delivered at the right time. We're proud to power the largest network of digital devices in doctor's offices across the country — 125,000 healthcare providers, 32,000 offices, 169,000 digital devices, and 14+ specialties, with 1 in 3 prescriptions written by a PatientPoint provider. Through partnerships with trusted healthcare brands like Pfizer, P&G, Sanofi, Merck, NatureMade, and Bristol Myers Squibb, we're making a real difference — reaching more patients every day with the personalized content they need to guide their healthcare decisions. From the top down, we operate within a culture of collaboration and open-minded thinking. We're in it to win it as a team, not competing with each other. Your ideas are equally valued by leadership and colleagues alike. Our employees embody our values: trustworthy, driven, innovative and welcoming of diversity. We're always learning and encourage entrepreneurial thinking. We challenge the status quo and welcome new ideas from every corner of the organization. You can help make a difference in healthcare by discovering solutions that provide value to patients, providers, and sponsors. As a growing, evolving company, we offer real career and learning potential. You'll advance the industry, develop your career goals, and be rewarded for your efforts. PatientPoint is the trusted, established leader in patient engagement. Joining us means stability, rewards and benefits, professional growth, and the knowledge you're in the right place to do your best work.
Why Work With Us
We are a dynamic team committed to improve health outcomes through behavior change at the point of change and beyond. We innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.
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PatientPoint Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
PatientPoint is a remote-first company with teammates in 30+ states. Our headquarters is in Cincinnati, along with our Innovation Center in NYC offers space for in-person collaboration while we stay connected through a strong virtual culture.
