Direct2Care Customer Success Manager Phoenix, AZ · Full time Company website

Help Customers Succeed. Build Lasting Relationships. Make an Impact.

About Direct2Care

At Direct2Care, we're on a mission to make healthcare accessible for the millions of hardworking Americans who can't afford to get sick. We provide affordable, 24/7 virtual healthcare solutions that help businesses support their teams with everyday medical care, mental health services, and workplace injury guidance, without the cost or complexity of traditional health insurance. We're a collaborative, mission-driven team that values innovation, ownership, and customer obsession. As we continue to grow, we're looking for people who are passionate about making a meaningful impact, for our customers, their employees, and the future of accessible healthcare.

Description

We're So Glad You're Here!


OTE: $70K-$80K | $60k-$70k base salary, $10k bonus


At D2C, we're passionate about creating exceptional experiences, for our customers and our team. We're looking for a Customer Success Manager who loves building relationships, solving problems, and helping customers get the most out of the products they use.


This is a role for someone who enjoys wearing multiple hats, thrives in a fast-paced environment, and takes initiative. If you're energized by helping customers achieve meaningful outcomes while partnering cross-functionally to deliver an exceptional experience, we'd love to meet you.


What You'll Do

Own the Customer Journey

  • Manage a portfolio of customer accounts from implementation through renewal.
  • Serve as the primary point of contact for customer questions, requests, and ongoing account management.
  • Build trusted relationships with key stakeholders and become a strategic partner to your customers.
  • Lead onboarding, implementation, product training, and adoption efforts to ensure long-term success.
  • Conduct regular customer check-ins, business reviews, and strategic planning conversations.
  • Monitor customer health, engagement, and product utilization to proactively identify opportunities and risks.
  • Develop success plans for at-risk customers and collaborate internally to improve outcomes.

Drive Retention & Growth

  • Manage the end-to-end renewal process, including timelines, quotes, and customer communication.
  • Partner with Sales and leadership on complex renewal conversations and negotiations.

Solve Problems & Advocate for Customers

  • Troubleshoot customer questions and coordinate with internal teams to drive timely resolutions.
  • Partner with Product, Support, Clinical, and other teams to advocate for customer needs.
  • Own customer communication throughout escalations until issues are resolved.

Keep Things Running Smoothly

  • Successfully manage multiple customer accounts with varying levels of complexity.
  • Prioritize competing demands while maintaining responsiveness and organization.
  • Identify opportunities to improve internal processes and the overall customer experience.


What We're Looking For

Required Qualifications

  • Bilingual preferred
  • Bachelor's degree or equivalent professional experience.
  • 3+ years of experience in Customer Success, Account Management, Client Services, Customer Experience, or another customer-facing role.
  • Experience managing multiple customer accounts simultaneously.
  • Experience working within a CRM (HubSpot experience is a plus).
  • Excellent verbal and written communication skills.
  • Comfortable leading customer meetings, presentations, and training sessions.
  • Strong problem-solving, organizational, and prioritization skills.
  • Comfortable learning new technology and troubleshooting customer issues.

You'll Thrive Here If You Are...

  • A relationship builder who earns trust quickly.
  • Highly organized and able to juggle multiple priorities.
  • Proactive—you identify problems before they become issues.
  • A collaborative teammate who enjoys working across departments.
  • Curious, coachable, and committed to continuous improvement.
  • Comfortable using customer data and insights to guide decisions.
  • Someone who takes ownership and follows through.

Technology You'll Use

  • HubSpot
  • Microsoft Suite
  • Notion
  • MyClinic Healthcare Backoffice


What Success Looks Like


  • Build trusted, long-term customer relationships.
  • Drive successful onboarding and product adoption.
  • Maintain a healthy, engaged customer portfolio.
  • Consistently achieve strong customer retention and renewal outcomes.
  • Balance multiple priorities while delivering an exceptional customer experience.
  • Collaborate effectively across teams.
  • Take ownership and continuously look for ways to improve.


Why You'll Love Working Here


  • 💰 Competitive salary
  • 🏡 Hybrid work schedule with in-office collaboration every Tuesday and Thursday in our beautiful Scottsdale office
  • ☀️ Remote Summers — we go fully remote from June through September
  • 🩺 Comprehensive health, dental, and vision insurance
  • 🚀 Opportunity to make a meaningful impact at a growing, customer-focused company
  • 🤝 Collaborative, supportive team that values ownership, initiative, and continuous learning
  • 📈 Career growth opportunities as we continue to scale


If you're passionate about helping customers succeed and want to join a team where your work truly makes an impact, we'd love to hear from you.

Salary

$70,000 - $80,000 per year