---
title: 'Customer Success Executive at PatientPoint'
canonical: 'https://feeny.ai/job/customer-success-executive-patientpoint-dallas-8mvnvx7zvgb5'
type: 'job'
last_seen: '2026-11-02'
---

# Customer Success Executive at PatientPoint

- **Company:** PatientPoint
- **Location:** Dallas, TX
- **Posted:** 2026-10-23
- **Last confirmed live:** 2026-11-02
- **Apply:** https://job-boards.greenhouse.io/patientpoint/jobs/4747068005

## Job description

Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.

Customer Success Executive

Job Summary

The Customer Success Executive ensures customers get the most from our products, manages all aspects of service from setup to troubleshooting, and promotes engagement and retention.  As the primary customer advocate, Customer Success Executive partners with provider offices to understand their needs, optimize their experience, and identify opportunities to expand value.

## What You’ll Do

- Manage the complete service and connectivity device lifecycle, from onboarding through implementation, ensuring smooth operation and timely resolution of issues.
- Troubleshoot and resolve hardware and software issues by applying training, resources, and logical problem-solving skills.
- Accountable for product training and adoption by proactively engaging customers to drive full and effective use of product feature and functionality. This requires determining the optimal training method for each office and ensuring successful implementation.
- Serve as the customer’s trusted advisor, building strong relationships and delivering an exceptional customer experience at every touchpoint.
- Monitor account health, usage trends, and feedback to identify risks to retention and opportunities for growth.
- Partner cross-functionally with internal teams (sales, technical support, product, operations) to escalate and resolve complex issues.
- Lead Proactive Cadence Calls and other strategic customer conversations to highlight value, outcomes, and future opportunities.
- Contribute to continuous improvement by sharing customer insights and recommending enhancements to products and processes.

## What We Need

- Proven ability to manage customer relationships with a solution-oriented and customer-first mindset.
- Strong critical thinking and problem-solving skills; comfortable learning and applying technical knowledge through training.
- Excellent communication skills, with the ability to tailor messaging to end users, office managers, and executives.
- Experience in customer success, account management, or related customer-facing role preferred.
- Ability to independently manage multiple priorities, remain calm under pressure, and deliver timely results.
- A passion for driving customer engagement, retention, and growth.

## What You’ll Need to Be Successful

- Service-oriented with a strong sense of ownership and accountability.
- Naturally curious, eager to learn, and adaptable in fast-changing environments.
- Ability to simplify complex issues and explain solutions in clear, approachable language.
- Strong organizational skills with attention to detail and follow-through.
- Proficiency with CRM and customer success tools (e.g., Salesforce) a plus.
- Collaborative mindset with the ability to work effectively across teams and influence without direct authority.
- Entrepreneurial spirit with a proactive approach to identifying opportunities for improvement and growth.
- Demonstrated ability to balance empathy with driving business outcomes.

About PatientPoint: PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at [patientpoint.com](https://www.patientpoint.com).

Latest News & Innovations:

- Why is PatientPoint a Best Place to Work! [Read More](https://careers.patientpoint.com/our-patientpoint-of-view?p=why-is-patientpoint-a-best-place-to-work)
- Teammate Honored as "Top Woman in Tech". [Read More](https://careers.patientpoint.com/our-patientpoint-of-view?p=meet-annie-named-a-2026-top-woman-in-tech)
- Recognized on Vault’s Top Internship List. [Read More](https://bit.ly/4oWDual)

What We Offer: We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates.

PatientPoint recognizes that privacy is important to you. Please read the PatientPoint [privacy policy](https://www.patientpoint.com/privacy-policy), we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V

## About PatientPoint

## Company Overview
- **One-liner**: PatientPoint powers the largest digital screens network at the point of care, delivering behavior-changing health content to patients and healthcare providers to improve health outcomes.
- **Entity Type**: Private (Bootstrapped / Profitable — no public funding rounds disclosed; owned by private equity, specifically GTCR and Searchlight Capital Partners as of recent reports)
- **Headquarters**: Cincinnati, Ohio, USA
- **Founded**: 1987
- **Founders**: Not publicly disclosed (company was founded prior to current leadership era)

## Core Business
- Primary industry/industries: Healthcare technology, Digital health, Point-of-care (POC) patient education, Healthcare marketing
- Target customers: B2B — Healthcare providers (physician offices), Pharmaceutical/biotech companies (sponsors), Health systems, and Patients (indirectly)
- Mission or purpose statement: “To improve health outcomes through behavior change at the point of care and beyond.” [patientpoint.com](https://patientpoint.com/about/)

## Products & Services
- **PatientPoint Digital Screens**: A network of digital devices (tablets, waiting room screens, exam room displays) in over 30,000 physician offices across the U.S., delivering targeted health education content to patients during their visit.
- **PatientPoint Content Platform**: Personalized, condition-specific health education content that reaches patients across 14+ medical specialties. Content is designed to drive behavior change (e.g., flu vaccine uptake, mammogram scheduling, medication adherence).
- **PatientPoint Sponsorship Solutions**: Branded health education programs for pharmaceutical and consumer health partners (e.g., Pfizer, Sanofi, Merck, NatureMade, Bristol Myers Squibb) that integrate into the clinical workflow.
- **PatientPoint Foundation**: Nonprofit arm that brings PatientPoint’s technology and health education into underserved communities to address health disparities.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company). The company was acquired by GTCR in 2015; Searchlight Capital Partners made a significant investment in 2021. No recent valuation figure is publicly available.
- **Key Metric**: Total Funding — Not applicable (no VC funding rounds; privately held via PE). Revenue is not publicly disclosed, but the company is described as the “largest point-of-care digital signage network in the United States.”
- **Notable Investors/Partners**: GTCR (private equity), Searchlight Capital Partners. Key pharma partners: Pfizer, Sanofi, Merck, Bristol Myers Squibb, NatureMade, P&G. [patientpoint.com](https://patientpoint.com/about/)
- **Growth Signals**: 
  - 660 total employees (as of early 2025) with 200 in product & tech [builtin.com](https://builtin.com/company/patientpoint)
  - Network reaches 1 in 3 prescriptions written by a PatientPoint provider
  - 124,000 unique provider relationships across 30,000 offices
  - 350 million adult patient visits impacted annually (as of Aug 2025) [careers.patientpoint.com](https://careers.patientpoint.com/)
  - Most awarded health education provider at the point of care
  - Offices in Cincinnati (HQ), New York City (Innovation Center), and remote employees across 30+ states

## Competitive Advantages
- **Scale and Reach**: Largest digital screens network in U.S. doctor’s offices — a hard-to-replicate physical footprint with 145,000 digital devices installed.
- **Clinical Integration**: Content is delivered at the exact moment of care, making it highly effective for behavior change (e.g., 45% increase in first-fill rates for prescriptions, 45% increase in flu vaccinations).
- **Provider Trust**: 124,000 healthcare providers actively use the platform, creating a strong network effect and switching cost for competitors.
- **Data-Driven Personalization**: Ability to deliver tailored health content based on patient condition, specialty, and location, driving measurable outcomes for pharma partners.
- **Long-Standing Market Position**: Founded in 1987, the company has deep relationships in the healthcare ecosystem and a reputation as the trusted market leader.

## Strategic Focus
- **Network Expansion**: Continuing to grow the number of connected provider offices and digital devices.
- **Content Personalization**: Leveraging data to deliver more individualized patient education across the care journey.
- **Health Equity**: Expanding the PatientPoint Foundation’s work to close gaps in care for underserved communities.
- **Multi-Channel Engagement**: Extending beyond the doctor’s office to reach patients before and after their visit.
- **Partnership Deepening**: Strengthening relationships with top pharma and health system partners to drive better health outcomes.

## Why Work Here
- **Mission-Driven Work**: Employees directly contribute to improving health outcomes for millions of patients. The company’s purpose is central to its culture.
- **Culture (“The PatientPoint Way”)**: Values include being focused, accountable, customer-centric, trusting, and systems-thinking. Employees describe a collaborative, non-competitive environment where ideas are valued from all levels. [builtin.com](https://builtin.com/company/patientpoint)
- **Work Model**: Remote-first company with employees in 30+ states. Hybrid workspace available at Cincinnati HQ and NYC Innovation Center. Flexible on-site expectations. [builtin.com](https://builtin.com/company/patientpoint)
- **Growth and Stability**: As the established market leader, PatientPoint offers career stability alongside growth potential. The company is still evolving, providing learning and advancement opportunities.
- **Perks & Benefits**: Comprehensive benefits (details not fully public), commitment to Pledge 1% (1% of profits, products, and employee time go to the PatientPoint Foundation). [patientpoint.com](https://patientpoint.com/about/)
- **Engineering/Product Culture**: 200+ product and tech employees working on cutting-edge digital health solutions. Technology stack includes modern tools for data, analytics, and platform development. [builtin.com](https://builtin.com/company/patientpoint)
- **Employee Sentiment**: Generally positive reviews on Indeed, with employees noting meaningful work, good work-life balance, and supportive leadership. [indeed.com](https://www.indeed.com/cmp/Patientpoint-3/reviews)

## Sources
1. [PatientPoint Official Website](https://patientpoint.com/)
2. [PatientPoint About Page](https://patientpoint.com/about/)
3. [PatientPoint Careers Page](https://careers.patientpoint.com/)
4. [Built In Company Profile](https://builtin.com/company/patientpoint)
5. [Indeed Employee Reviews](https://www.indeed.com/cmp/Patientpoint-3/reviews)

## Other roles at PatientPoint

- [VP, Channel Partnerships](https://feeny.ai/job/vp-channel-partnerships-patientpoint-united-states-vn1ys81ssn9d) — United States
- [Sr. Manager, Transformation & Value Creation](https://feeny.ai/job/sr-manager-transformation-value-creation-patientpoint-united-states-ye6e1tjj2gva) — United States
- [Client Sales Intern](https://feeny.ai/job/client-sales-intern-patientpoint-new-york-0gmxwhymgf9h) — New York, NY
- [Client Sales Intern](https://feeny.ai/job/client-sales-intern-patientpoint-new-york-5fbj0sqbn0kg) — New York, NY
- [Client Sales Intern](https://feeny.ai/job/client-sales-intern-patientpoint-cincinnati-mymh2537kge3) — Cincinnati, OH / New York, NY
- [Business Development Intern](https://feeny.ai/job/business-development-intern-patientpoint-new-york-c0rrntaejjdk) — New York, NY
- [Sr. Manager, Sales Performance](https://feeny.ai/job/sr-manager-sales-performance-patientpoint-united-states-y4zz3649vqdg) — United States
- [Customer Success Executive](https://feeny.ai/job/customer-success-executive-patientpoint-austin-8d5rhwwry606) — Austin, TX
- [Client Success Intern](https://feeny.ai/job/client-success-intern-patientpoint-cincinnati-ajrdskm9ggan) — Cincinnati, OH
- [Yield Manager](https://feeny.ai/job/yield-manager-patientpoint-new-york-d86614trsq8t) — New York, NY / United States