Customer Success Manager, Strategic

Tebra only initiates contact with candidates via email from an official Tebra email address (@, @, or @) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.

About the Role

As a Customer Success Manager, you will serve as the primary partner for guiding customers through successful adoption, measurable value realization, and strategic expansion. You will help customers understand their business goals, align on success metrics, and drive meaningful outcomes using our platform.

You are a strong communicator who can simplify complex workflows, resolve blockers, follow established playbooks, and build trust with customer stakeholders.

CSMs excel at proactive outreach, data-informed recommendations, and ensuring customers progress toward full utilization of the platform and available add-on solutions.

This role thrives in fast-paced environments, requires strong ownership over customer health, and demands consistent adherence to processes that support retention and expansion. Your Area of Focus Manage and retain a book of customers typically under <$20–30k ARR across designated product areas.

Understand customer business goals and align them to platform capabilities, driving adoption through consistent adherence to established playbooks. Build strong working relationships with end users and manager-level stakeholders, ensuring successful onboarding handoffs and long-term engagement.

Drive proactive outreach focused on adoption, retention, and early identification of risk using customer health analytics. Deliver personalized recommendations rooted in best practices, enabling customers to fully utilize core and add-on products.

Meet or exceed quarterly ARR retention and expansion quota targets, identifying opportunities within the existing product set. Document progress, action it