Develop and execute a unified strategy for Customer Success Operations, Enablement, and Services aligned with company goals for retention, adoption, and growth
Lead digital transformation initiatives across the customer lifecycle — leveraging AI, automation, and analytics to enhance both internal productivity and customer service delivery
Partner with the executive team to define CS OKRs and KPIs that link to enterprise outcomes
Develops and manages the CS Technology Roadmap, leading the selection, implementation, and integration of new technologies (e.g., RPA, predictive analytics, project management tools)
Oversee the strategy, delivery, and optimization of customer-facing enablement and fee-based service offerings — including Education and Training Services
Drive revenue growth and operational excellence across these functions through effective packaging, pricing, and digital delivery models
Champion digital enablement — introducing self-service learning platforms, AI-powered education, and predictive analytics for customer needs
Ensure all service offerings accelerate time-to-value, adoption, and measurable customer outcomes
Build and maintain the Customer Success technology roadmap (e.g., Salesforce, Gainsight, ChurnZero, analytics platforms) to ensure data integrity and automation
Establishes a robust framework for measuring and reporting CS performance, including key metrics like retention, churn rate, product adoption, CSM efficiency, and service revenue KPIs
Partner cross-functionally with Finance, Sales, Product, and IT to provide forecasting and planning insights that inform resource and coverage models
Lead process re-engineering and optimization efforts across CS workflows, from internal team enablement to customer onboarding/adoption journeys, to ensure maximum efficiency and scalability
Oversees the design and delivery of comprehensive internal enablement programs for the broader CS organization, including playbooks, training modules, and certification programs, with the objective to strengthen skills, readiness, and consistency across global teams
Build and maintain a centralized knowledge management system to ensure up-to-date, accessible, and scalable learning across all teams
Design, implement, and govern a streamlined Product Release Readiness process that ensures all Customer Success teams—including support, Implementation, training & services, and CSMs—are fully trained, equipped with updated knowledge assets, and certified on new products and services prior to launch
Foster a culture of learning, accountability, and customer-centric execution through continuous coaching and leadership development
Own P&L for Customer Enablement and Services functions, driving profitable growth through efficient resource utilization and scalable delivery models
Define and manage pricing and packaging strategies for professional services offerings, ensuring alignment with value delivered
Collaborate with Finance and CS leadership to forecast revenue, resource needs, and operational expenses across CS functions
Requirements
15+ years of experience leading Customer Success, Professional Services, or Operations functions in a SaaS or healthcare technology environment
Proven success in unifying operational, enablement, and service delivery teams under a single strategic framework
Strong P&L ownership experience for fee-based services and demonstrated ability to drive profitable growth
Expertise in digital transformation, AI automation, and leveraging data analytics for decision-making
Exceptional leadership, communication, and influencing skills — able to lead through complexity and drive change across functions
Strategic thinker with a bias for execution and measurable results
Bachelor’s degree required; MBA or advanced degree preferred
Tech Stack
RPA
Benefits
Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution
401(k): ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation
Generous Paid Time Off and Paid Parental Leave programs
Company paid Life and Disability benefits
Flexible Spending Account
Employee Assistance Programs
Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed
Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning
Global presence and in-person collaboration opportunities; dog-friendly HQ (US)
Hybrid office-based roles and remote availability for some roles
Weekly catered breakfast and lunch
Treadmill workstations, Zen, and wellness rooms within our BRIC headquarters