Customer Success Manager
Dazos - Boca Raton, FL
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Role: Customer Success Manager (Mission Driven) - SMBAbout Dazos:Amazing opportunity to join a mission-driven software company that serves the Mental & Behavioral Health space. Our products help Mental and Behavioral Health organizations better operate their business, get reimbursed by insurance companies, and better engage their patients. Dazos has created the only Revenue Acceleration, Business Intelligence, and Compliance Automation platform in the industry. We power the heartbeat of Behavioral Health. We pride ourselves on providing an excellent work environment that is positive, diverse, and amazing career development. We are seeking an experienced Customer Success Manager to join this fast paced, dynamic team. As an ideal candidate, you will have over 5 years of experience in software (sales, customer success, or implementation) in the B2B space and will be deeply familiar with CRM best practices and processes. You will have a strong track record in project management, client communication, and understanding complex business requirements to deliver tailored solutions all with the goal of helping customers get value from Dazos.Responsibilities:Interface directly with Dazos customers to drive enablement, product value, and adoption of the Dazos suite including our CRM, Business Intelligence, and Marketing Reports solutionsTake ownership of a handful of implementations of the Dazos suite and project manage concurrent implementations alongside an active book of businessUnderstand complex business requirements to create tailored solutions, primarily in the CRM, by leveraging workflows, customizing reports, and utilizing industry best practices to curate the system and optimize their team processesPrioritize time thoughtfully and set proper customer expectationsUnderstand and execute for complex customer requests and integration configurationsCommunicate closely and professionally with multiple customer stakeholders to ensure they’re up to date on latest actions, next steps, and overall progress toward implementation completionParticipate in cross functional knowledge transfer sessions, product training and other strategic initiatives as neededContribute to the development of best practices, project standards and methodologies to improve efficiency and effectiveness of implementations and team processes, policies, & procedures.Identify opportunities for knowledge management, documentation and service automation, and participate in creating those tools.What you’ll Need5+ years of experience in customer success, technical implementations, onboarding, training, or sales engineering in B2B SaaSDirect experience administering, implementing or working closely with CRMs, specifically with reporting, integrations, and automationsExceptional oral and written communication, presentation skills, and the ability to simplify complex concepts for any audienceTrack record of success with managing multiple active implementation projects, each with multiple stakeholdersStrong critical thinkings skills, a growth mindset, and desire to continuously improveA passion for contributing in a meaningful industry and being able to convey that excitement to create momentum and deliver an exceptional customer experienceCall center experience within the behavioral health space is a plusWhat we OfferOpportunity to join a mission-driven company that serves that mental and behavioral health space. Do meaningful work while helping some of those that need it mostIndustry competitive salary with possible hybrid work scheduleMassive promotion and career path opportunityAmazing career path opportunityExcellent benefits and compFun company with positive culture and amazing team
Created: 2025-07-04