Customer Success Representative

About BoomCloudBoomCloud helps dental and healthcare practices generate recurring revenue and reduce PPO dependence through our innovative membership plan platform. We’re a fast-growing, bootstrapped SaaS company with a mission to transform practice profitability and patient loyalty.? The RoleThis isn’t your typical CS role. We’re looking for an Account Executive–minded Customer Success Rep — someone who thinks like a closer but operates like a long-term partner. You’ll drive results by helping practices successfully adopt BoomCloud, activate quickly, and grow their account value over time.This role is perfect for someone with sales DNA, but who thrives in retention, education, and strategic relationship building.? What You’ll Do• Own a book of business and act as the strategic advisor for each account• Guide practices through onboarding and ensure rapid member activation within 30–60 days• Identify growth opportunities and initiate upsell/expansion conversations confidently• Host onboarding sessions, growth strategy calls, and QBRs to ensure clients are scaling successfully• Troubleshoot adoption issues and offer clear, assertive guidance to keep practices on track• Track account health, adoption metrics, and membership growth KPIs• Collaborate with sales, support, and product teams to drive account outcomes? You’re a Fit If You Are…• 80% AE-minded: You sell ideas, drive conversations, and grow accounts without being pushy• Assertive, clear, and confident — you guide, not just support• Detail-oriented and process-driven; you never drop the ball• Consultative by nature: you ask the right questions and help solve big-picture business problems• Obsessed with activation, retention, and growth• Passionate about recurring revenue, business transformation, and customer ROI? What Success Looks Like• 90%+ customer retention• 70% member activation within first 60 days• $X/month in upsell or expansion revenue from your accounts• Clear progress toward each client’s membership revenue goals? Requirements• 2–3+ years in SaaS customer success, account management, or AE roles• Proven ability to upsell, retain, and grow B2B accounts• Strong communicator with high emotional intelligence• Familiarity with CRM systems (HubSpot, Salesforce, etc.)• Comfortable managing 40–60 accounts at once with clear structure? Bonus Points• Experience in dental, optometry, or healthcare SaaS• Background in subscription, recurring revenue, or membership-based businesses• Familiar with tools like Appcues, Bonjoro, or Loom? Why Join BoomCloud?• We’re a bootstrapped, profitable SaaS company with a bold mission• You’ll be part of a high-performance team with strong core values:Ownership Junky • Creative Psycho • Performance Maniac • Team Rockstar • Productivity Freak• We reward execution, not excuses• Your ideas and results won’t just be heard — they’ll shape our next stage of growth

Created: 2025-07-05