Role Description
We're looking for a Head of Customer Outcomes to lead Bask Health's customer success strategy with a strong focus on measurable customer value, platform adoption, retention, and long-term account growth. This role is responsible for building a customer success function that understands what customers are trying to accomplish and helps them achieve those goals.
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Lead customer success operations and develop a high-performing team.
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Establish processes that connect customer engagement to meaningful business outcomes.
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Develop a customer outcomes strategy that aligns customer goals with Bask Health's capabilities and business priorities.
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Define how the team identifies customer objectives during onboarding and tracks progress throughout the customer lifecycle.
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Establish a consistent approach to customer success planning, account reviews, adoption strategies, and outcome measurement.
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Help the team understand the difference between customers simply using the platform and customers achieving meaningful value from it.
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Develop frameworks for evaluating customer adoption, business engagement, account health, and retention risk.
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Work with customer success managers to ensure customer goals are documented, understood, and revisited over time.
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Establish clear expectations for account ownership, customer communication, and proactive engagement.
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Lead, coach, and develop customer success team members within the approved organizational structure.
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Create an environment where team members take ownership of customer outcomes.
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Work with leadership to develop appropriate customer segmentation and account coverage strategies.
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Establish meaningful performance metrics for customer success and customer outcomes.
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Monitor customer retention, churn, renewals, expansion, product adoption, and other relevant indicators of customer health.
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Develop reporting that helps leadership understand how customer success activities contribute to business performance.
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Identify patterns in customer behavior that indicate successful adoption, declining engagement, or potential account risk.
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Create proactive strategies to address customers who are struggling to achieve their goals.
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Oversee important customer escalations and ensure issues affecting customer outcomes receive appropriate attention.
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Build relationships with strategic customer stakeholders, including founders, executives, and business owners.
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Participate in executive-level customer conversations when leadership involvement can help strengthen relationships or address challenges.
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Guide the team in conducting meaningful business reviews focused on customer goals, progress, obstacles, and opportunities.
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Collaborate with sales leadership to support renewal preparation and identify appropriate account expansion opportunities.
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Work closely with product and engineering teams to communicate customer feedback, adoption challenges, and recurring product limitations.
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Use customer insights to help inform product improvements that strengthen customer outcomes.
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Collaborate with technical support and customer success engineering teams to address implementation or technical obstacles affecting adoption.
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Support improvements to customer onboarding, product education, and implementation handoffs.
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Ensure customers understand how to use Bask Health's capabilities effectively.
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Establish clear processes for recognizing when customer requests require technical, clinical, pharmacy, or compliance expertise.
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Coordinate with authorized teams when issues involve regulated healthcare activities.
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Ensure the team follows appropriate security, privacy, and customer information-handling procedures.
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Develop scalable customer success playbooks and operational processes.
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Evaluate existing customer success tools, workflows, and reporting practices to identify opportunities for improvement.
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Create a consistent approach to documenting customer goals, success plans, risks, and follow-up commitments.
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Collaborate with leadership on organizational planning, staffing needs, and team development.
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Participate in hiring and evaluating customer success talent as needed.
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Establish performance coaching and professional development practices that reinforce accountability for customer results.
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Help create clear collaboration between customer success, sales, product, engineering, and technical support teams.
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Work directly with company leadership to communicate customer outcomes performance, emerging risks, and opportunities for improvement.
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Balance customer advocacy with commercial priorities and operational realities.
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Develop strategies that strengthen customer relationships while supporting responsible recurring-revenue growth.
Qualifications
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10+ years of experience in customer success, account management, client services, or a closely related post-sale customer-facing function.
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At least 4 years of experience directly managing and developing customer success or account management teams.
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Demonstrated ownership of post-sale customer success strategy and operations.
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Recent, substantive experience working with e-commerce businesses, online merchants, or merchant-facing commerce software.
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Strong understanding of e-commerce business models, direct-to-consumer operations, and merchant needs.
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Experience developing customer success strategies focused on measurable customer outcomes.
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Proven ability to lead customer onboarding, adoption, retention, renewal, and expansion initiatives.
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Experience creating and managing customer success plans.
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Demonstrated ability to coach, develop, and evaluate customer-facing employees.
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Experience establishing customer success performance metrics and reporting.
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Strong understanding of customer retention, churn, account health, and renewal performance.
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Experience measuring customer adoption and value realization.
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Ability to develop strategies for improving customer retention and long-term engagement.
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Experience supporting expansion opportunities within existing customer accounts.
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Strong commercial judgment and understanding of recurring-revenue SaaS businesses.
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Experience managing relationships with founders, executives, and senior customer stakeholders.
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Ability to lead strategic account reviews and customer outcome discussions.
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Experience handling complex customer escalations.
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Experience collaborating with sales, product, engineering, and company leadership.
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Ability to translate customer feedback into operational and product recommendations.
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Experience building customer success playbooks and scalable processes.
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Strong written and verbal communication skills.
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Ability to present customer outcomes and business performance to leadership.
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Strong analytical thinking and data-driven decision-making skills.
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Experience managing multiple strategic priorities and competing demands.
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Strong organizational and operational planning skills.
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Ability to lead teams in a remote, cross-functional environment.
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Availability to collaborate during required U.S. Eastern Time working hours.
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Strong ownership mentality and accountability for customer and team outcomes.
Nice to Have
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Experience leading customer success at an e-commerce SaaS company.
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Experience managing customer success teams serving Shopify merchants.
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Familiarity with Shopify, BigCommerce, Klaviyo, Recharge, Gorgias, Yotpo, or similar commerce platforms.
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Experience supporting direct-to-consumer brands and online entrepreneurs.
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Personal experience building or operating an e-commerce business.
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Experience leading customer success for both SMB and strategic accounts.
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Experience managing enterprise customer relationships.
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Experience developing customer value realization frameworks.
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Experience creating customer outcome scorecards and success plans.
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Experience improving gross revenue retention and net revenue retention.
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Experience developing customer health scoring and churn prediction processes.
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Experience building customer success dashboards and reporting.
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Familiarity with Salesforce, HubSpot, Gainsight, ChurnZero, or similar platforms.
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Experience designing customer segmentation and account assignment models.
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Experience building customer success teams during periods of growth.
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Experience leading cross-functional customer retention initiatives.
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Experience developing account expansion processes with sales teams.
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Experience improving technical onboarding and customer implementation handoffs.
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Familiarity with online storefront, checkout, and payment workflows.
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Experience supporting healthcare technology or telehealth businesses.
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Experience working directly with founders and senior company leadership.