Customer Success Executive

The Customer Success Executive ensures that provided goods or services consistently meet client needs. Develops and maintains favorable relationships with new and existing clients in order to increase revenue. Being a Customer Success Executive may require a bachelor’s degree or its equivalent. May be responsible for providing sales quotations as well as sustaining and renewing client contracts. In addition, Customer Success Executive typically reports to a supervisor or manager. Being a Customer Success Executive contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Working as a Customer Success Executive typically requires 4 -7 years of related experience.

Customer Success Executive Job Description Template

Our company is looking for a Customer Success Executive to join our team.


  • Constantly seek and exhibit a deep understanding of Zipnosis key success factors, ROI and product differentiators;
  • Represent both internally and externally the values and brand of Zipnosis in all interactions;
  • Partner with internal and external customer teams to manage a strategic and tactical plan to achieve the customers’ virtual care strategy and roadmap;
  • Work across teams on Request for Proposals and participate in new sales opportunities;
  • Lead, drive and own relationship with a portfolio of strategic customers;
  • Successfully manage and negotiate customer contract;
  • Plan, manage and successfully lead presentations and face to face meetings with key customer stakeholders including C-suite audiences;
  • Actively partner with Professional Services team in creation of project implementation scope and objectives, involving all relevant stakeholders;
  • Thoroughly understand and support each customer’s virtual care strategy and technology roadmap as they integrate the Zipnosis platform;
  • Serve as the point of escalation for customer issues; ensure all concerns are addressed quickly, thoroughly and successfully.


  • Strong evidence of the ability to expand strategic vision with executive-level decision-makers;
  • Proven ability to analyze data, diagnose client needs, make accurate conclusions and provide recommendations;
  • Ability to travel up to 25%
  • Minimum of 8 – 10 years of key client consultative experience in account management, customer implementation or project management;
  • Minimum of 5 years relationship management with healthcare IT and/or hospital or health systems;
  • Clear ability to think strategically and execute methodically through an entire project and client lifecycle;
  • Exceptional problem-solving skills with the ability to work in a rapidly-changing environment and comfort working through ambiguous situations;
  • Demonstration of a strong technical aptitude: evidence of curiosity around new technologies and eagerness to learn;
  • Demonstrated ability to develop authentic relationships and conduct substantive content discussions with key decision-makers.