Philadelphia, PA or Surrounding Areas Hybrid

Canopy is hiring a Senior Customer Success Manager

Responsibilities

  • Lead and manage a portfolio of strategic enterprise healthcare accounts, ensuring customer satisfaction and success across the lifecycle.
  • Develop and execute tailored success plans, fostering strong relationships with stakeholders at all levels of the account.
  • Participate in strategic planning, deployment phases, and go-live milestones to ensure high engagement and smooth onboarding.
  • Proactively address customer concerns, troubleshoot issues, and coordinate with cross-functional teams to resolve challenges.
  • Drive retention and expansion strategies in collaboration with Sales and Customer Experience leadership.
  • Help shape the direction and evolution of Canopy’s Customer Success function by contributing to strategic planning and process development.
  • Identify scalable practices for onboarding, adoption, retention, and expansion.
  • Recommend improvements to systems, tools, and workflows that enhance team performance and customer impact.
  • Partner with Sales, Marketing, Product, Technical Account Services, and Hardware Operations teams to drive customer outcomes and strategic initiatives.
  • Act as the voice of the customer within Canopy, surfacing feedback to inform product and process development.

Requirements

  • 8+ years of experience in Customer Success, with a proven track record in managing complex enterprise accounts.
  • Strong understanding of customer lifecycle management, renewals, and expansion strategies.
  • Experience managing multi-phase projects across healthcare or SaaS environments.
  • Excellent communication and stakeholder engagement skills.
  • Strong problem-solving and proactive execution abilities.
  • Ability to think strategically and contribute to functional growth.
  • Experience with CRM tools (Salesforce, HubSpot, etc.).
  • Growth mindset and adaptability to startup environments.

Nice to Have

  • Experience in healthcare technology, safety/security, or RTLS systems.
  • Familiarity with change management principles for driving adoption.

Work Arrangement

Hybrid

Team

Structure: Customer Experience team

Additional Information

  • Remote with up to 50% travel
Required Skills
Customer SuccessCRM Tools
Job Details
Location Philadelphia, PA or Surrounding Areas
Work mode Hybrid
Department Customer Experience
Category other
Posted 4 months ago
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About company
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Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite.
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