Customer Success Specialist managing customer onboarding, satisfaction, and upselling for Lexroom's legal AI platform. Collaborating with internal teams and ensuring excellent customer feedback and KPI tracking.
About the role
- Customer Success Manager handling high volume of SMB dental accounts at Overjet. Ensuring successful adoption and driving growth through strategic insights and customer engagement.
Responsibilities
- Manage a high volume of SMB dental accounts, ensuring successful adoption and ongoing value delivery
- Lead quarterly business reviews, offering strategic insights and identifying growth opportunities
- Use customer data to design and execute plans that boost product usage and ROI
- Collaborate with Marketing on case studies to showcase success and strengthen brand loyalty
- Serve as a product expert, addressing customer needs and proactively identifying opportunities. Gather and communicate customer feedback and feature requests to the Product team
- Create and execute save plans based on customer health indicators and feedback
- Build and share repeatable processes and resources to support team scalability. Partner with Operations to develop automation that supports efficient SMB account management
- Champion the "total office" approach by engaging all dental office staff members
- Drive account growth through expansion and upsell of new modules and features
- Work with leadership to shape the future of SMB Customer Success at Overjet
Requirements
- 3+ years of experience in customer success in B2B SaaS required with significant experience owning a high volume book of business
- Excellent communication and interpersonal skills
- Exceptional organizational skills
- Excitement to learn about artificial intelligence and dentistry
- Strong work ethic to achieve results in a high-growth startup environment
- Must be able to work out of one of our geo hubs—NYC, Boston, San Mateo, or Salt Lake City—on Tuesdays and Wednesdays, with East Coast hubs as our preference for this position.
- Experience in dental or healthcare is a plus but not required
Benefits
- Competitive Compensation and Equity
- Hybrid workplace that provides flexibility, vibrant in-person workspaces, and the ability to build strong connections across all of Overjet - regardless of location
- 401k plans with a matching program
- Medical, Dental and Vision coverage: 99% employee premium covered, 75% dependent premium covered
- Life and AD+D Insurance
- 8 weeks Paid Parental Leave
- Optional HSA with Employer contribution
- Flexible Time Off and company paid holidays
- Annual Learning and Development Stipend
- Work from Home Stipend
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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