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Role Description

OpenLoop is looking for a Senior Customer Success Manager (Mid-Market) to join our team remotely. In this role, you will manage a portfolio of growing mid-market accounts, ensuring customers achieve measurable outcomes while driving retention and expansion within your book of business.

• Own renewal strategy and identify expansion opportunities across your mid-market portfolio
• Develop and execute clear success plans to ensure customers achieve defined outcomes and maximize platform utilization
• Build and maintain relationships across accounts, ensuring alignment on goals and performance
• Proactively manage the end-to-end renewal process, mitigating churn risk through early health monitoring and engagement tracking
• Surface upsell triggers and collaborate with Sales to execute expansion opportunities aligned with customer value realization
• Conduct recurring business reviews to communicate performance, ROI, and growth opportunities, using trend analysis to guide recommendations
• Translate customer feedback and recurring themes into actionable insights for Product and Leadership
• Partner with Implementation, Support, Sales, and Product to ensure smooth onboarding, adoption, and issue resolution
• Monitor engagement signals, proactively address risk, and implement recovery plans before churn risk escalates

Qualifications

• 4–6+ years of Customer Success or Account Management experience (B2B SaaS preferred), with demonstrated success in renewal and revenue retention
• Comfortable managing contracts, renewal conversations, and expansion discussions
• Experienced in structured success planning and driving measurable adoption outcomes
• Skilled at navigating multiple decision-makers and aligning priorities across teams
• Able to analyze performance trends and translate insights into strategic recommendations
• Anticipates risks and acts before issues impact retention
• Familiarity with healthcare delivery models or telehealth ecosystems is a plus

Benefits

• Medical, Dental, and Vision plans
• Flexible Spending/Health Savings Accounts
• Flexible PTO
• 401(k) + Company Match
• Life Insurance, Pet insurance, and more

Company Description

We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.