Customer Success Team Lead

OpenClinica

$120K — $140K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in client-facing roles including customer success, marketing, account management, or sales.
  • Clinical background as a research coordinator or experience managing clinical trials.
  • Bachelor's Degree in a related field.
  • Strong written and verbal communication skills.
  • Highly organized and detail-oriented.

Responsibilities

  • Manage and oversee the creation of marketing and study recruitment materials.
  • Coordinate recruitment campaigns across internal and external teams.
  • Build and maintain strong relationships with researchers.
  • Resolve escalated and complex customer issues effectively.
  • Provide coaching and mentorship to Customer Success Associates.
  • Enhance current customer satisfaction methods and processes.
  • Communicate with clients and colleagues to maximize retention and growth.

Benefits

  • Fully remote position within the U.S.
  • Full-time, exempt status.
  • Opportunity to influence company vision and processes.
Full Job Description
About the Role and Team:

The Customer Success Team Lead is responsible for the full researcher journey, from onboarding to the conclusion of a study. This includes conducting client kickoff meetings, overseeing the creation of recruitment content for the researchers' studies, assisting in customer support, and conducting check-ins with researchers. You will be asked to think outside the box to create efficiencies in our processes and propel the vision of our company.
  • Location: Fully Remote in the U.S.
  • Status: Full-time, Exempt
  • Reports to: Vice President of Customer Success
  • Comp.: Base Salary = $120,00. On Target Earnings = $140,000+


What You Will Do:
  • Manage & oversee the creation of various marketing and study recruitment materials
  • Coordinate across internal and external teams to launch recruitment campaigns
  • Build and maintain strong, long-lasting relationships with our researchers
  • Help resolve escalated and complex questions and issues from customers
  • Provide coaching, guidance, and mentorship to Customer Success Associates
  • Make improvements to our current customer satisfaction methods and processes
  • Communicate effectively with both clients and colleagues to understand & service customer needs, maximize retention and growth, and communicate performance
  • Act independently in directly managing the Success team & tracking + driving efficiencies across all relevant KPIs with a focus on Net Revenue Retention
  • Conduct client-facing calls and coordinate action items across internal and external teams
  • Triage client support issues and deliver best-in-class service
  • Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
  • Help gather feedback from our customers to inform our sales process, product roadmap, and marketing opportunities


Qualifications:

Required:
  • 3+ years of professional experience in client-facing roles, including customer success, marketing, account management, or sales.
  • A clinical background as a research coordinator or experience running or managing clinical trials
  • Bachelor's Degree in related field.

Skills:
  • Excellent communication skills, both written and oral
  • Organized and detail-oriented
  • Autonomous in your work and the challenge of solving complex problems


Nice to Have:
  • An understanding of (or even a passion for) social media marketing platforms including but not limited to: Facebook, Instagram, Twitter, TikTok, and Snapchat
  • Familiar with Canva

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