Senior Strategic Customer Success Manager, Tebra
$76.5-81k
Salary benchmarked on Zone 1 national average & may differ for further locations
Complete operating system for modern healthcare
Job no longer available
Complete operating system for modern healthcare
1001+ employees
Job no longer available
$76.5-81k
Salary benchmarked on Zone 1 national average & may differ for further locations
1001+ employees
Company mission
To unlock better healthcare by helping independent practices bring modernized care to patients everywhere.
Role
Who you are
- 5+ years of experience managing high-value, complex customers in a fast-paced SaaS or technology environment
- Deep product and industry understanding with the ability to translate needs into strategic recommendations and influence roadmap discussions
- Advanced communication skills, including executive-level communication and data-driven storytelling
- Proven ability to independently manage escalations, high-risk renewals, and complex customer situations
- Consistent record of meeting or exceeding retention and expansion metrics, including elevated quotas
- Demonstrated leadership through mentoring, cross-functional collaboration, and contribution to process/playbook improvements
- Ability to synthesize data into actionable insights for both customers and internal teams
- Strong problem-solving skills, creative strategic thinking, and comfort navigating ambiguity
What the job involves
- As a Senior Customer Success Manager, you will serve as a strategic advisor for high-value, high-complexity customers. You will work with customers to define success metrics, architect strategic adoption plans, and ensure measurable growth throughout their lifecycle
- Senior CSMs excel at strategic communication and data-driven storytelling, tailoring their approach for business owners, executives, and internal leadership. They communicate with clarity and influence, whether guiding customers through complex workflows or preparing concise insights and recommendations for cross-functional and executive stakeholders
- You will independently manage escalations, lead high-revenue renewals, and drive strategic expansion opportunities that may extend beyond the current product portfolio
- In this role, you set the standard for operational excellence. Senior CSMs influence cross-functional initiatives, mentor newer team members, and help shape the evolution of Customer Success through feedback, playbook refinement, and strategic insights
- Manage a high-value book of business with increasingly complex customer types, and ensure long-term retention and value realization
- Develop structured value frameworks that align product adoption to measurable outcomes and ensure stakeholders clearly understand the impact of their investment
- Conduct proactive outreach rooted in customer health analytics, surfacing insights and driving tailored interventions
- Deliver advanced recommendations that reflect industry best practices, product expertise, and customer-specific growth opportunities
- Meet or exceed elevated quarterly ARR retention and expansion quotas, identifying whitespace and future product opportunities
- Own complex and high-risk renewals, including stakeholder alignment, objection handling, and narrative development
- De-escalate customer challenges with independence and clarity, looping in leadership proactively and reactively with well-formed context and recommended paths forward
- Participate in customer onboarding from the outset, ensuring continuity and a strategic foundation for long-term success
- Serve as a cross-functional influencer, collaborating with Product, Marketing, Support, and CS leadership to provide feedback, test playbooks, and support post-launch improvements
- Mentor new CSMs in a structured capacity, modeling best practices in communication, documentation, strategic thinking, and renewal management
- Demonstrate mastery of data-driven storytelling in customer updates, internal communications, and cross-functional initiatives
Our take
The digital age has demanded that healthcare providers offer services that are more modern but human. Tebra – a marriage of Kareo and PatientPop – offers cloud-based clinical and practice management software for independent healthcare practices that strive to achieve this goal.
Its genesis, a company merger between clinical and financial software and a leader in practice growth technology, has led to an all-in-one platform that is the first of its kind to serve a complete operating system for practices. Whilst competition among similar infrastructure grows, it remains a huge market in which both patients and practitioners are clamouring for solutions, allowing space for new and existing companies to build.
Tebra serves over 150,000 providers , and plans to use its lastest funding to deepend the role of AI across its EHR+ platform. By embedding intelligent capabilities into everything from clinical documentation and revenue cycle management to patient experience and practice marketing, the company aims to reduce administrative burden while helping practices operate more efficiently and profitably at scale.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Dec 2025
$125m
EARLY VC
Jul 2022
$72m
EARLY VC
Total funding: $262m
Company benefits
- Competitive compensation packages
- Employee referral program
- Stock options
- Hybrid work model
- Equipment stipend when hired
- Monthly work-from-home subsidy
- Indoor-outdoor workspaces
- Flexible, paid time off
- 10 paid holidays
- Employee recharge days
- Financial health tools
- Gympass
- Fun Express
- Annual fitness challenge
- Obé Fitness
- Competitive medical, dental, and vision insurance
- 401k
- Employer-funded HSA
- Life and disability insurance
- Employee assistance program
- Accident insurance, critical illness insurance, legal & identity theft protection, pet discount program
- Mentorship program
- Professional development training
- Employee resource groups
- Dedicated DE&I
- Special events and speakers
- Community volunteer events
- Sponsored team events and sports
- Recognition Program
Company HQ
Corona Del Mar, Newport Beach, CA
Leadership
Dan Rodrigues
(Co-Founder & CEO)Previously co-founded Scout and Kareo, serving as CEO for both. Experience as a Software Engineer for RealNetworks and a Managing Partner for Skematix.
Mike Doktorczyk
(CFO)Mike joined Tebra in 2023 as a VP of Finance & Rev Ops, moving into the role of CFO in 2024. Prior to this, he spent nearly 4 years at USerTesting as a Senior VP of Finance.
Kyle Ryan
(CPO & CTO)Prior to joining Tebra in 2018, Kyle was a Director of Deals Strategy at Strategy& and a VP of Product Development at Intuit. He also spent over 13 years at Sony Online Entertainment as a Director/VP of Technology.
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