Senior Customer Success Manager Location: West Coast US (Remote with up to 50% travel) Canopy is dedicated to keeping medical personnel safe while at work. We offer innovative technology solutions that prioritize the safety, security, and efficiency of healthcare environments. As we continue to grow, we are looking for a Senior Customer Success Manager (CSM) to join our team who is not only customer-centric but also a strong leader capable of helping shape and evolve the future of the Customer Success function. This role is part of Canopy’s growing Customer Experience team. Our CSMs work in close partnership with Implementation Managers, Account Executives, and Field Service Specialists to ensure a world-class customer journey. Senior CSMs lead our most complex, multi-phase enterprise accounts, while CSMs drive success and value across smaller, high-impact programs. Role Overview The Senior Customer Success Manager (CSM) at Canopy is responsible for managing a portfolio of high-priority, complex accounts—typically large, multi-site, multi-phase healthcare deployments. This individual will work closely with the Director of Customer Success and SVP of Customer Experience to ensure customer success, drive growth and renewals, and contribute heavily to the strategy, processes, and tools that define and evolve the Customer Success function. The Senior CSM will engage throughout the entire customer lifecycle, from install through renewal, with a focus on executive relationship building, measurable outcomes, and program growth. In addition to managing strategic accounts, the Senior CSM will bring best practices and feedback that help scale Canopy’s success model. Key Responsibilities Customer Management & Account Strategy Lead and manage a portfolio of strategic enterprise healthcare accounts, ensuring customer satisfaction and success across the lifecycle. Develop and execute tailored success plans, fostering strong relationships with stakeholders at all levels
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Job description
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The job: SoFi at Work helps employers, associations, and distribution partners deliver financial wellbeing benefits that support employees across their financial journey. Our solutions include financial education and planning, s
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What you’ll need: 5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, or a comparable client-facing role; The Company hires the best qualified candidate for the job, without regard to protected characteristics; Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records
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Sofi
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