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Customer Success Manager

Customer Success Manager

OFFOR HEALTHNashville, TN, US
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The Partner Success Manager (PSM) plays a dual role : relationship builder and business driver. Responsible for developing and maintaining trusted relationships with SmileMD’s dental partners, the PSM ensures offices are supported, referrals translate into efficient case days, and practices experience sustainable growth.

This role is highly field-facing — PSMs are expected to be frequently in offices across their region, actively engaging practice leaders and staff, strengthening partnerships, and driving results. This is not a transactional or purely remote account management role, but rather an opportunity to build strategic, face-to-face relationships that impact access to care.

This is a remote position that supports our Regions.  This role requires frequent travel, performing regular office visits within the region.

Compensation :   Base + Bonus that can yield up to $2,000 per month based on achieving performance targets, paid out monthly

Responsibilities

Partnership & Relationship Building

  • Visit offices regularly to build healthy, lasting, trust-based relationships with practice teams.
  • Serve as the visible, primary point of contact for partners, ensuring proactive, transparent communication.
  • Support offices through onboarding, scheduling alignment, and ongoing in-person engagement.
  • Facilitate conversations with practice leaders to align their goals with SmileMD’s expectations and case day efficiency targets.

Driving Business Results

  • Ensure patient referrals are efficiently converted into scheduled and completed cases, minimizing same-day cancellations.
  • Partner with practices to optimize case days per business day and overall operational performance.
  • Track and analyze KPIs (Smile Days, patients per case day, cancellations, submissions), providing actionable insights.
  • Proactively address underperformance, stabilizing partnerships and driving improvements.
  • Operational & Strategic Support

  • Collaborate with Regional Clinical Operations Managers (RCOMs) to optimize monthly scheduling and resource allocation.
  • Act as the escalation point for practice concerns, ensuring timely resolutions.
  • Prepare quarterly market / partner-level reports highlighting trends, successes, and growth opportunities.
  • Growth & Development

  • Support identifying, vetting, and onboarding of new dental offices into the SmileMD network, ensuring seamless integration and early success.
  • Facilitate workshops, coaching, and support for high-potential partners to move them into higher performance tiers.
  • Recommend off-boarding for persistently underperforming practices, ensuring SmileMD’s resources are directed toward growth.
  • What Success Looks Like

  • Strong, lasting partnerships with high trust and loyalty.
  • Increased case day efficiency and consistent 5+ patient case day performance.
  • Continuous partner improvement leading to upward tier progression.
  • Optimized Smile Team utilization with reduced cancellations.
  • Smooth onboarding and scaling of new practices within assigned region(s).
  • Required Skills

    Knowledge, Skills & Abilities

  • Exceptional relationship management and communication skills.
  • Strong business acumen with the ability to link partner performance to measurable results.
  • Analytical mindset; able to interpret KPIs and develop actionable improvement plans.
  • Skilled in managing multiple priorities in a fast-paced, growth-oriented environment.
  • Proficiency in CRM tools (HubSpot, Monday, Salesforce) and Microsoft Office (Outlook, Teams, Excel).
  • Comfortable facilitating workshops, coaching, and difficult conversations.
  • Willingness to travel to partner offices quarterly as needed.
  • Education & Experience Requirements

  • Bachelor’s degree in business administration, Marketing, Healthcare Management, or equivalent work experience.
  • 3–5+ years of experience in dental practice operations, partner relationship management, or customer success.
  • Dental practice background (office management, surgery scheduling, or regional leadership) strongly preferred.
  • Proven ability to build, manage, and grow long-term partnerships with measurable outcomes.
  • Network Requirements

  • High-speed internet with a minimum download speed of 25 Mbps and a minimum upload speed of 5 Mbps
  • OFFOR Health Benefits

    OFFOR Health currently offers full competitive employee benefits including medical, dental and vision insurance, LTD, STD and Group Life insurance, 401(k) retirement plan, flexible time off and paid holidays.

    OFFOR Health does not discriminate on the basis of actual or perceived race, religion, color, national origin, ancestry, disability, medical condition, marital status, sex, age, sexual orientation, gender identity or expression, family responsibility, personal appearance, genetic information, matriculation, political affiliation, or any other status protected under law.

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    Customer Manager • Nashville, TN, US

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