Senior Customer Success Manager
At Trella Health, we are passionate and committed to our mission: empowering meaningful change in healthcare. Since our founding in 2015, we continue to grow our team, enhance our solution and services offerings, accelerate into new markets, and expand our customer base. We are rapidly growing and are looking for new Trellavators to join our team!
“What is a Trellavator?” you ask. Innovate and elevate is the name of our game! We go above and beyond to collaborate with and support each other. We believe that when a colleague or customers succeeds, we succeed. By learning from others, building on our successes, and taking risks, we constantly raise the bar. After all, continuous improvement is in our DNA. Our word is paramount, we keep our commitments, and we always follow through. We have a strong, reliable support system that fuels growth, collaboration, and passion—and together, we create a positive environment where everyone at Trella Health, including the customers we support, can thrive. Are you ready to learn more about the opportunities with our team? Trell-yeah you are!
Come join the Trella team as a Senior Customer Success Manager, where you will be the main point of contact for our customers, working closely with their champions and growth-minded leaders to ensure they fully understand and gain value from our solutions. This role combines the responsibilities of managing solution adoption and renewals with offering strategic advice that drives growth for our clients. Your expertise will play a crucial role in helping customers leverage our offerings effectively, fostering lasting partnerships along the way.
As a member of the Customer Success team, you will partner across all functions to bring the Voice of the Customer to the business and ensuring We Never Stop Improving as We Strive for Better Healthcare.
Reports to: Vice President, Customer Success
Location: Atlanta, GA; Nashville, TN or Philadelphia, PA regions strongly preferred; other regions considered.
As a Senior CSM at Trella, you will:
- Own the post-sale lifecycle for a portfolio of accounts—onboarding, adoption, renewal, and expansion.
- Serve as the primary customer contact, driving engagement cadence and customer health reporting.
- Deliver ongoing best-practice enablement to accelerate adoption and value realization.
- Lead business reviews, sharing product updates and aligning on priorities and outcomes.
- Maintain accurate account data, activity tracking, and renewal forecasts.
- Build and execute success plans to achieve KPIs (e.g., references and NPS targets).
- Invest in continuous learning to strengthen product expertise and customer impact.
- Develop and maintain strong healthcare domain knowledge to advise with credibility.
- Monitor engagement, usage, and outcomes to shape account strategy and prioritize actions.
- Translate product capabilities into customer-specific value, outcomes, and ROI.
- Apply industry context to solution positioning, adoption strategy, and value realization.
- Use data and customer feedback to guide conversations, mitigate risk, and refine success plans.
You might be a fit for this role if you have:
- 2-5 years of experience in a Customer Success or Account Management role, preferably within a B2B SaaS environment.
- Must be tech-savvy to be able to understand technical concepts around our product.
- Strong strategic, analytical, and relationship skills