Customer Success Manager

About Optivate Optivate is a leading provider of healthcare technology software solutions purpose-built for ophthalmologists and eye care specialists. The company's solutions, which include EMR, practice management, patient engagement, image management, and RCM and billing services are designed to streamline clinical documentation workflows and improve daily practice efficiencies for eye care professionals. Position Summary The Customer Success Manager (CSM) is responsible for managing ongoing customer relationships after go-live and ensuring customers achieve measurable value from Optivate 's platform. The role focuses on driving adoption, engagement, satisfaction, and retention across a portfolio of practices. The CSM serves as the primary point of contact for customer relationships and ongoing success, supports renewal readiness, and identifies growth opportunities. The CSM partners closely with onboarding, support, product, and revenue teams to deliver a high-quality, unified customer experience. Key Responsibilities Serve as the primary relationship owner for a portfolio of customers after go live Drive product adoption by delivering ongoing training, guidance, and success check-ins Monitor account health, usage patterns, and customer sentiment and act early on risks or barriers Create and maintain customer success plans focused on measurable outcomes and value realization Partner with onboarding, support, training, product, and revenue teams to ensure seamless customer