Customer Success Manager
Company: Velsera
Location: Location not specified (Remote)
Type: Full-time
Level: Senior
Remote: Yes
Posted: 2026-02-22
About this role
Overview
The Customer Success Manager is the most critical role in ensuring that Velsera’s most strategically important Customer’s achieve their expected outcomes with Velsera-based solutions. They are responsible for a range of strategic accounts, working as a core member of the clinical business unit, and taking responsibility for all aspects of identifying and addressing needs for customers to be successful.
Key Responsibilities
Strategic Advisory:
- Establish a trusted/strategic advisor relationship with each assigned customer and drive continued value of Velsera solution and services
- Work with customers to build Customer Success Plans, establishing critical outcomes, and key performance indicators then apply a deep understanding of Customer Health to maximize their achievement
Solution Expertise:
- Assist customers by introducing them to the most appropriate best practices and other enablers for success at each stage of the Velsera Customer Journey
- Identify the need for and create playbooks, solutions, best practices and other shared assets, to improve customer effectiveness and efficiency
- Provide insights to customers with respect to the availability and applicability of new features (or deprecation/EOL of the same)
Customer Advocacy:
- Act as a customer advocate in all internal Velsera activities, including product road-mapping, and account planning
- Take a risk-based approach to monitoring customer sentiment and managing account escalations
Technical Account Management:
- Measure and monitor customers’ achievement of critical and key performance indicators, reporting both internally to Velsera account stakeholders and externally to Customer Sponsors and Executives
- Identify, qualify and support the positioning of additional business cases to expand Velsera usage within the customer organization
Commercial Account Management:
- Identifying and executing on opportunities for upsell and expansions with our existing customer base...