Customer Success Manager, SMB

Zocdoc
New York, NY
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in provider-facing roles and thrive in a high-volume, phone-first outreach environment.

Best fit for

  • Candidates with experience in healthcare provider operations and a knack for consultative selling
    — “help existing Zocdoc providers get more value from the platform and grow their practices”
  • Professionals who are quick to adapt and integrate AI tools into their workflows
    — “The ability to integrate generative AI tools into daily workflows”

Things to consider

  • The role requires significant phone-based outreach and may not be suitable for those preferring asynchronous communication
    — “Use strategic, outbound outreach in a high-volume, phone-first environment”
  • Candidates must be comfortable with a fast-paced environment and managing time effectively for outreach
    — “Prioritize accounts and manage time to sustain consistent client outreach”

How to stand out

  • Showcase your ability to use data and consultative approaches to drive decisions
    — “Data-driven and consultative in your decision-making”
  • Demonstrate your track record in successfully managing multiple accounts and driving outcomes
    — “Manage approximately 50 practice accounts at a time”
  • Emphasize your adaptability and ability to learn new tools and processes quickly
    — “Quick to learn new products, ideas, and approaches”
  • Demonstrate your ability to influence stakeholders and resolve objections effectively
    — “Confident having consultative conversations, influencing others, and handling objections”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • driving practice performance
  • expanding Zocdoc partnerships
  • managing client relationships
Typical background
customer successaccount management

Skills & requirements

Required

Customer ServiceCommunicationProblem-solvingAccount ManagementConsultative Selling

Preferred

Healthcare Industry Knowledge

Stack & domain

CommunicationTeamworkConsultativeHealthcareCustomer Success

About the role

Original posting from Zocdoc via Greenhouse

Our Mission

You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked.  

We’re here to give power to the patient. 

For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more.

Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting. We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking.

Fixing healthcare starts with fixing access to it. And we're still just getting started.

Your impact on our mission

Customer Success Managers help existing Zocdoc providers get more value from the platform and grow their practices. Through strategic outreach, they communicate the value of meeting with a CSM, and when running those meetings, they learn each practice’s goals, address operational challenges, and recommend ways to expand the partnership. This can include adding new providers to the platform, improving setup, or increasing the practice’s visibility. As product experts and trusted partners, CSMs help practices drive patient bookings, improve performance, and adopt features that support their growth. 

You’ll enjoy this role if you are…

Passionate about provider success and enjoy understanding practices’ goals and challenges to help drive feature adoption, utilization, and retention

Energized by proactive outreach and comfortable communicating the value of a meeting, then leading conversations about ways to grow a practice’s Zocdoc partnership

Motivated to build trusted relationships quickly with key stakeholders and decision-makers

Confident having consultative conversations, influencing others, and handling objections

Comfortable balancing sales conversations, account management, and collaboration with internal teams

Curious and quick to learn new products, ideas, and approaches

Open to feedback and ready to adapt your sales strategies and processes

Data-driven and consultative in your decision-making

Motivated by a fast-paced, structured environment where you own your activity and results

Your day-to-day is...

Drive practice performance by communicating feature value, addressing objections, helping practices maintain effective setup, and building provider buy-in

Use strategic, outbound outreach in a high-volume, phone-first environment to communicate the value of meeting with a CSM and consistently set client meetings

Lead provider meetings to understand practice goals, then present the value of expanding the Zocdoc partnership, such as adding providers or improving setup, to support patient bookings and feature adoption

Manage approximately 50 practice accounts at a time, partnering with each over a 30-day engagement through account research, meetings, and follow-up

Apply expertise in Zocdoc products to make tailored recommendations and improve practice setup

Prioritize accounts and manage time to sustain consistent client outreach

Partner with teams across the business to optimize Zocdoc accounts and support feature installations when needed

You’ll be successful in this role if you have…

Strong communication and interpersonal skills

Strong attention to detail, organization, and a quick, curious approach to learning

Problem-solving and issue-resolution skills

The ability to adapt and thrive in a dynamic, quickly evolving environment

A consultative, data-driven approach to decision-making and the ability to handle objections

The ability to integrate generative AI tools into daily workflows to automate tasks, foster innovation, and maximize productivity

Benefits:

Flexible, hybrid work environment at our convenient Soho location

Competitive PTO 

100% paid employee health benefit options (including medical, dental, and vision)

Commuter Benefits

401(k) with employer funded match

Corporate wellness program with Wellhub

Sabbatical leave (for employees with 5+ years of service)

Competitive paid parental leave and fertility/family planning reimbursement

Cell phone reimbursement

Catered lunch everyday along with beverages and snacks

Employee Resource Groups and ZocClubs to promote shared community and belonging

Great Place to Work Certified

Zocdoc is committed to fair and equitable compensation practices. Salary ranges are determined through alignment with market data. Base salary offered is determined by a number of factors including the candidate’s experience, qualifications, and skills. Certain positions are also eligible for variable pay and/or equity; your recruiter will discuss the full compensation package details.

NYC Hourly Pay Range$30.29—$35.10 USDAbout us

Zocdoc is the country’s leading digital health marketplace that helps patients easily find and book the care they need. Each month, millions of patients use our free service to find nearby, in-network providers, compare choices based on verified patient reviews, and instantly book in-person or video visits online. Providers participate in Zocdoc’s Marketplace to reach new patients to grow their practice, fill their last-minute openings, and deliver a better healthcare experience. Founded in 2007 with a mission to give power to the patient, our work each day in pursuit of that mission is guided by our six core values. Zocdoc is a private company backed by some of the world’s leading investors, and we believe we’re still only scratching the surface of what we plan to accomplish. 

Zocdoc is a mission-driven organization dedicated to building teams as diverse as the patients and providers we aim to serve. In the spirit of one of our core values - Together, Not Alone, we are a company that prides itself on being highly collaborative, and we believe that diverse perspectives, experiences and contributors make our community and our platform better.  We’re an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment. Applicants are considered for employment regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity, gender expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or any other class protected by applicable laws.

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Source: Zocdoc careers (Greenhouse)

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