Strategic Customer Success Manager - SMB

Posted 9 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
Junior
Fintech • Healthtech • Professional Services • Software
The Role
Own a portfolio of dental practice accounts to drive retention and ARR expansion through onboarding, adoption, ROI measurement, clinical outcomes, pilot-to-rollout conversion, executive business reviews, and cross-sell/upsell motions.
Summary Generated by Built In
Strategic Customer Success Manager - SMBAbout Pearl

Pearl is shaping the future of dentistry with a suite of AI solutions engineered to establish higher standards of quality and care for patients worldwide. Since 2019, our team has developed FDA-cleared computer vision capabilities for the interpretation of 2D and 3D dental imagery, industry-leading technology that clinicians, practice owners, labs, and insurers use to elevate the efficiency, accuracy, and consistency of dental care globally.

The Role

The Strategic CSM owns a portfolio of accounts with a clear mandate: drive retention & expansion through deep customer satisfaction. You will be measured on revenue retention, upsell and cross-sell execution, and your ability to turn pilot accounts into full deployments, with customer health and clinical outcomes as the engine behind that growth. The best candidates have a track record of growing accounts and understand that lasting revenue expansion is built on trust, adoption, and demonstrated value.

What You'll Own

Account & Relational Health

  • Serve as the strategic partner for an assigned portfolio, owning account health end-to-end

  • Build and maintain trusted relationships across assigned organizations, from clinical teams to leadership

  • Develop and execute account plans that align Pearl's platform to each organizations business goals, KPIs, and expansion roadmap

  • Lead business reviews as needed that reinforce ROI, surface expansion opportunities, and build executive buy-in

ARR Expansion

  • Own revenue retention and expansion ARR as your primary KPIs

  • Drive full platform adoption across every location in your portfolio: Second Opinion, Practice Intelligence, Precheck, and Voice

  • Partner with Sales on upsell and cross-sell motions

  • Convert pilot deployments into system-wide rollouts with measurable ARR growth at each stage

Adoption & Value Realization

  • Own the onboarding-to-adoption arc: get accounts live fast, get them fully utilized, and document the value

  • Proactively monitor utilization across locations, identify gaps, and drive targeted interventions

  • Translate clinical data, case detection trends, and utilization metrics into compelling ROI narratives for both operators and executives

  • Lead change management across clinical and administrative teams during onboarding and expansion

What We're Looking For
  • 2-3 years customer success or solutions consulting experience

  • 2+ years of experience working in or with dental practices

  • Comfortable owning commercial conversations and navigating multi-stakeholder environments

  • Strong executive presence

  • Data-driven, able to build ROI analyses, interpret utilization data, and translate it into action

  • Self-directed; you set your own agenda, flag risks early, and don't wait to be managed

  • CRM proficiency (HubSpot or Salesforce); familiarity with dental PMS platforms a plus

  • Ability to work in a fast-paced, busy environment

  • Excellent communication skills both written and verbal

  • Ability to work 40 hours a week and maintain full-time status

What We Offer
  • Competitive Benefit and Compensation Offerings

  • Ongoing Training and Development Opportunities

  • Unaccrued, Flexible PTO

  • Remote First Work

Skills Required

  • 2-3 years customer success or solutions consulting experience
  • 2+ years working in or with dental practices
  • Comfortable owning commercial conversations and navigating multi-stakeholder environments
  • Strong executive presence
  • Data-driven; able to build ROI analyses, interpret utilization data, and translate into action
  • Self-directed; proactive risk flagging and agenda setting
  • CRM proficiency (HubSpot or Salesforce)
  • Familiarity with dental PMS platforms
  • Excellent written and verbal communication skills
  • Ability to work 40 hours a week and maintain full-time status
  • Ability to work in a fast-paced, busy environment
Am I A Good Fit?
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The Company
266 Employees
Year Founded: 2019

What We Do

Pearl Health builds a technology and services platform that helps primary care providers, health systems, and physician-led networks succeed in value-based care. The company combines software, financial tools, and expert practice support to enable proactive, outcomes-focused care for Medicare patients, aiming to lower costs and improve health outcomes while supporting clinical workflows at scale.

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