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Customer Success Analyst

Chicago, IL
Customer Success


The PatientIQ Customer Success Analyst (CSA) is a critical team member focused on our customers and ensuring that they get the most out of the PatientIQ product, network, and services. The CSA serves as the primary point of contact for our customers to access product training, user onboarding support, technical resources, implementation guidance, and other services at PatientIQ. Within PatientIQ, the CSA serves as the voice of the customer, influencing the product roadmap based on client needs and gap analyses.

Role Responsibilities

  • Build and maintain long term relationships with key customer executives, product owners, implementation teams, and others
  • Plan and conduct training of customer end users and other important stakeholders, including healthcare providers such as physicians, nurse practitioners, physician assistants, physical therapists, and many others
  • Become an expert on the PatientIQ platform and help our customers use the platform to achieve their goals
  • Understand our customer's goals on the platform and their specific business requirements
  • Work cross-functionally with the product and engineering team to continuously provide feedback on customer needs to inform the future product roadmap and development strategy
  • Maintain and regularly update the PatientIQ product documentation and internal wikis
  • Support PatientIQ sales operations and help identify areas where we can grow our offerings and solve new customer problems
  • Support and facilitate customer renewals, amendments and new product opportunities in coordination with the sales team



  • 1-3 years experience working in a professional environment
  • Prior experience in customer support and/or working on the front-lines in a customer-facing role
  • Excellent organizational and communication skills
  • Ability to handle multiple projects simultaneously
  • Ability to prioritize tasks, regularly communicate progress, and meet established deadlines
  • Must have a solid technical aptitude for email, calendaring and working with shared documents
  • Collaborative mindset to effectively work across internal teams across PatientIQ
  • Ability to travel at least 25% annually
  • Proficient in all Microsoft Office Suite products (Word, Excel, Powerpoint)


  • Experience working at a growth-stage company, either in health-tech or SaaS
  • Experience with a CRM and other tools for tracking customer communication, knowledge management and support tickets
  • Basic understanding of SQL and interacting with production software databases


  • Meaningful equity - our employees own a stake in PatientIQ and are emboldened to build something great
  • Unlimited paid time off - we trust you to take the time you need when appropriate, given your workload and responsibilities. No need to track it or save up.
  • Comprehensive benefits package including top-notch health, dental, vision insurance, and 401K.
  • Remote friendly - now and always
  • Virtual happy hours, lunch and learns, team demo days, and more