Customer Success Manager, Independent

Posted 2 Days Ago
Hiring Remotely in United States
Remote
Junior
Mobile • Pet • Software
The Role
Manage a portfolio of 400+ veterinary practice accounts, driving product adoption, customer satisfaction, retention, and expansion. Use customer health data and product usage insights to identify risks and growth opportunities, deliver targeted communications, address customer needs, coordinate cross-functional support, and lead business reviews demonstrating ROI. The role combines high-touch relationship management with scalable digital engagement.
Summary Generated by Built In
About the role:

Customer Success Managers are at the heart of how PetDesk delivers value to our customers. They build trusted relationships with veterinary practices, drive product adoption and customer outcomes, and proactively identify opportunities to strengthen retention and growth. CSMs use customer data and insights to understand account health, anticipate challenges, and connect customers with the right resources and solutions. They live PetDesk’s value of customer excellence every day, keeping the customer at the center of every decision and helping practices get the most value from the platform.

Independent Customer Success Managers focus primarily on individual veterinary practices, managing a portfolio of 400+ accounts and building strong relationships with practice managers and owners. They use a mix of personalized and scaled engagement to drive adoption, address customer needs, and identify opportunities for retention and growth. This role is well suited for someone who excels at managing a high volume of individual customer relationships while using data and targeted communication to deliver consistent value at scale.

Apply if you’re excited to:

  • Drive PetDesk product adoption and customer satisfaction through targeted and consistent communications that build your relationship as a trusted advisor to veterinary owners and practice managers
  • Use customer data, health signals, and product usage insights to proactively identify risk, drive adoption, and uncover growth opportunities.

  • Fully understand customer requests, document, and engage appropriate resources in support and product as needed

  • Identify and influence expansion opportunities by connecting customer outcomes to additional PetDesk solutions.

  • Develop and implement tailored communication that provides continuous value to your team’s book of business, ensuring retention and driving long-term growth

  • Lead structured business reviews with veterinary practices to demonstrate ROI and align on growth opportunities.

  • Work in a team environment, coordinating efforts with your fellow team members, and share best practices, insights, and learnings across the CSM team

About you:

  • 2-3 years experience in a Customer Success role

  • Experience managing subscription-based models, combining high-touch relationship management with digital-scaled engagement strategies

  • Ideal candidates will have a combination of high-touch CS and digital engagement experience (ChurnZero experience is a plus)

  • Excellent phone communication, organizational, and time management skills 

  • Tactful and poised under pressure when dealing with challenging interpersonal situations

  • Thrives in cross-functional collaboration and working closely with others in a team environment

  • Curious about customer trends; interested in utilizing data analytics to strategically plan communication campaigns strategically targeted to the segment and customer life-cycle stage

  • Experience with Salesforce, a Customer Success tool, or automation tools are a plus

  • Veterinary experience is a plus!

Benefits & Perks:

  • Medical coverage for employees and dependents (80-90% covered by employer)
  • Employer HSA contribution with HDHP
  • 401(k) match up to 3.5% 
  • Dependent Care Flexible Spending Account (FSA)
  • Dental & Vision coverage available 
  • Basic Life and AD&D Insurance
  • Short and Long Term Disability
  • 12 Paid Annual Holidays
  • Paid Parental Leave
  • Pawternity Leave, Financial Pet Adoption Support & Subsidized Pet Insurance
  • $250 Annual Stipend for Learning and Development

PetDesk combines the industry's most user-friendly client engagement tools with the highest-rated pet parent app to simplify your veterinary clinic’s operations while strengthening client relationships.

Our recruiting process is rooted in “Who: The A Method of Hiring” and consists of an average 2-week hiring timeline. This standardized interview process allows candidates to answer the same questions, experience the same process, and ensure a fair performance review from multiple perspectives.

Please, no external recruiters—candidate profiles submitted from external recruiting agencies will not be considered.

Skills Required

  • 2-3 years of experience in a Customer Success role
  • Experience managing subscription-based models
  • Experience combining high-touch relationship management with digital-scaled engagement strategies
  • Excellent phone communication skills
  • Strong organizational and time management skills
  • Ability to remain tactful and poised under pressure
  • Ability to collaborate cross-functionally and work effectively in a team environment
  • Interest in using customer data analytics to plan targeted communication campaigns
  • High-touch customer success and digital engagement experience
  • ChurnZero experience
  • Salesforce, customer success tool, or automation tool experience
  • Veterinary experience
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The Company
HQ: Orlando, FL
94 Employees

What We Do

PetDesk offers CRM software for pet care providers to promote pet health.

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