Position DescriptionAs a Client Success Manager, you own a book of Aesthetix CRM accounts after onboarding and are responsible for making sure each one gets measurable value from the platform. You are the practice's go-to product expert: when a client gets on a call with you, they leave with something fixed, built, or improved, not just a list of next steps.
What you'll do:- Own the post-onboarding relationship for a portfolio of med spa and plastic surgery accounts, from go-live through renewal
- Run structured success reviews at key milestones, showing clients the results the CRM is producing (lead response, bookings, reactivations, revenue) and where they can get more
- Work hands-on inside client accounts: auditing and adjusting workflows, pipelines, forms, calendars, and automations so they match how the practice actually operates
- Diagnose issues across integrations, messaging, phone setup, and attribution, and resolve them yourself or escalate with a clear, documented case
- Monitor account health and usage, spot at-risk accounts early, and act before a client disengages
- Identify expansion opportunities (additional locations, Aesthetix Activate, custom builds, add-ons) and partner with leadership to close them
- Turn 1:1 calls into real progress by coming prepared with account context, data, and a specific plan
- Collaborate closely with Onboarding, Support, and Training to ensure smooth handoffs and consistent client experience
- Keep clean, current records of client interactions, goals, and success plans
Requirements- 2+ years in a client success, account management, or implementation role at a SaaS company, ideally with CRM or marketing automation software
- Strong hands-on experience building in a CRM: workflows, automations, pipelines, forms, and custom fields. GoHighLevel experience is a major plus
- Ability to learn a complex platform deeply and quickly, and to explain it clearly to non-technical practice owners and front-desk staff
- Comfortable troubleshooting independently: reading workflow logs, tracing a contact's history, and narrowing down what broke and why
- Working knowledge of SMS/email marketing, lead nurture, and basic marketing attribution (UTMs, ad platform conversions)
- Confidence leading client calls, including tough conversations about expectations, adoption, or results
- Highly organized, able to manage many accounts at once without letting follow-ups slip
- Experienced in project management and digital PM tools like Clickup
- Strong written communication
- Experience in medical aesthetics, healthcare, or with EMR/practice management systems is strongly preferred
- Familiarity with HIPAA and handling patient data responsibly is a plus
Benefits- Fully remote position
- Competitive base salary ($70,000 - $95,000 band)
- Paid time off and paid company holidays
- Payroll and HR administered through Justworks
- Ongoing product training and direct access to leadership
- The chance to shape a young CSM function and grow with a company scaling quickly in a niche it leads
