Customer Success Specialist

About Connexu

Connexu is a top managed partner in healthcare specializing in Sales Development Representative (SDR) services and business-to-business cold outreach. For over a decade, the company has supported more than 100 healthcare organizations, including vendors, payers, medtech, digital health, health IT, and life sciences companies, by generating tens of thousands of executive-level meetings and creating valuable sales pipelines often yielding returns greater than 7:1. Connexu utilizes experienced healthcare SDRs, multi-channel outreach strategies using calls, emails, LinkedIn, intent data, account-based marketing (ABM), real-time dashboards, and meticulous quality assurance to deliver consistent and high-quality results without the need for clients to build internal teams.

Role Overview

The Customer Success Specialist is responsible for managing the post-sale experience for a portfolio of healthcare clients to ensure they surpass their meeting and pipeline objectives. The specialist acts as the main client advocate, driving client satisfaction and long-term relationships, and works remotely with significant ownership and direct influence over client return on investment and company growth.

Key Responsibilities

• Manage the entire customer journey post-kickoff including onboarding, establishing goals, ongoing relationship management, quarterly business reviews, and renewal discussions.
• Be the main point of contact for clients, proactively sharing campaign performance updates, meeting quality results, insights, and recommendations for improvement.
• Closely monitor campaign dashboards, call notes, meeting feedback, and engagement metrics to detect and resolve issues swiftly in collaboration with SDR and operations teams.
• Convert client feedback into actionable enhancements for targeting, messaging, outreach cadences, and process improvements.
• Collaborate closely with sales, SDR leadership, and operations teams to align expectations, identify potential risks, and ensure flawless service delivery.
• Track and report on client health indicators, satisfaction scores (NPS/CSAT), retention rates, and opportunities for account expansion.
• Maintain thorough documentation of all client interactions and updates to prevent any oversights.
• Continuously improve customer success methodologies and workflows to scale business excellence.

Desired Qualifications

• Demonstrated experience in customer success, account management, or client-facing roles, preferably in SaaS, agency, B2B services, healthcare, or sales development environments.
• Exceptional attention to detail and organizational abilities to maintain and protect client trust.
• Strong passion for delivering superior client satisfaction and success.
• Excellent written and verbal communication skills capable of translating complex performance data into clear, engaging updates.
• Proficiency handling data, dashboards, CRM systems, and the capability to identify patterns and communicate narratives with data.
• A proactive mindset with strong ownership and a drive to take initiative without prompts.
• Ability to excel in a fully remote setup with excellent time management and self-driven work ethic.
• Bonus: Knowledge of healthcare B2B sales cycles, SDR/outbound strategies, and industry tools for managed outreach.

Benefits of Working with Connexu

• 100% remote position with flexible working hours, focused around core collaboration times aligned with U.S. time zones.
• Meaningful impact on client revenue results in a fast-growing healthcare market niche.
• A culture that promotes teamwork, continuous progress, and transparency.
• Opportunity to influence the evolution of customer success initiatives as the company scales.
• Competitive pay structure combined with incentive bonuses connected to client retention and satisfaction outcomes.