Customer Success Manager

Overview

As a Customer Success Manager at TadHealth, youll be the primary advocate for our clients, ensuring their success and satisfaction with our platform.

About Tad Health Inc.

At TadHealth, were transforming the way mental health and wellness services are accessed and managed. Our platform connects schools, healthcare providers, and families to ensure seamless, impactful care. We are passionate about making a difference in communities and empowering individuals to thrive.

The Opportunity

As a Customer Success Manager at TadHealth, youll be the primary advocate for our clients, ensuring their success and satisfaction with our platform. Youll foster meaningful relationships with mental health professionals and school administrators, drive user engagement, and collaborate with internal teams to ensure seamless implementation and ongoing value. This is an exciting opportunity to be part of a rapidly scaling team and chart the path forward. The CSM will have a book of business between 10 and 25 accounts that will include school districts, county offices, higher education institutions and TadHealth partners. The CSM must be located in Southern California and will be expected to travel onsite often.

A Bit About You

• Client-Focused: You thrive on building relationships and understanding client needs.
• Organized: Your attention to detail ensures nothing slips through the cracks.
• Analytical: You can interpret data to identify trends and recommend solutions.
• Entrepreneurial: Youll be working in a startup environment and need to be scrappy and bring creative solutions to problems
• Experienced: You bring 3+ years in customer success, account management, or a similar client-facing role, preferably within a SaaS, Edtech or health-tech environment.
• Mental Health Knowledge or Experience: Experience working in healthcare, social work, Psychology, therapy, counseling, etc or working with them as clients is highly desirable.
• Tech-Savvy: Comfortable navigating platforms and helping clients optimize their use of digital tools.
• Must be located in Orange County, CA

Within 1 Month, You Will

• Complete onboarding and become familiar with TadHealths platform, mission, and values.
• Build rapport with your assigned clients and begin understanding their goals.
• Learn the current client engagement processes and suggest early improvements.
• Refine onboarding process and create cadences with your customers
• Be very familiar with the CYBHI initiative and school based mental health.

Within 3 Months, You Will

• Conduct regular trainings and meet with different stakeholders to ensure adoptions
• Collaborate with the Product team to relay client feedback and contribute to the roadmap.
• Develop tailored success plans for key accounts, driving adoption and satisfaction.
• Lead onboarding sessions to ensure clients and their teams are confident using the TadHealth platform.

Within 6 Months, You Will

• Own client retention and renewal processes for your portfolio.
• Identify upsell and expansion opportunities, contributing to revenue growth.
• Establish yourself as a trusted advisor and thought partner for clients.
• Contribute to the continuous improvement of customer success processes.
• Mentor and support junior team members, fostering a collaborative team culture.

Tools to Be Familiar With

• Salesforce
• Baton
• Google Suite
• Slack
• Confluence

Benefits and Culture

Were a mission-driven company that believes in the power of community and wellness. At TadHealth, youll enjoy:

• Competitive compensation and benefits.
• A supportive and collaborative work environment.
• Opportunities for personal and professional growth.
• 401k
• Health Insurance stipend
• The chance to make a meaningful impact on mental health and wellness across communities.

If youre passionate about driving customer success and making a difference, wed love to hear from you! Apply today and join our journey to empower better mental health for all.