Why ClearSource?

ClearSource is hiring a Customer Success Manager to support an exciting new partnership with a US-based B2B startup serving the dental industry. Our client works directly with dental practices across the United States, offering a platform that helps dentists deliver added value to their patients. 

As the first point of contact after a dental practice sign on, the Customer Success Manager is responsible for guiding new dentist offices through onboarding, setting them up on the platform, integrating the product into their day-to-day workflows, and making sure every new merchant feels confident and supported from day one. This role is equal parts project manager, trainer, and relationship builder, and is a critical driver of customer activation and long-term retention. 

This is a high-visibility role with significant growth potential as the client scales its operations.

What will you do as a Customer Success Manager:

Onboarding & Activation 

• Own the end-to-end onboarding experience for new dental practices, from welcome call through full platform adoption. 
• Schedule and conduct onboarding sessions (video calls, screen shares, and walkthroughs) with dentists, office managers, and front-desk staff. 
• Configure merchant accounts in the client's platform, including practice details, product setup, user permissions, and integrations. 
• Guide practices through the installation, setup, and testing of the product so it is fully operational within target timelines. 
• Track onboarding progress against defined milestones and time-to-activation SLAs. 
• Deliver clear, engaging system training tailored to non-technical users in busy dental offices. 
• Create and maintain onboarding resources such as quick-start guides, FAQs, and short training videos in partnership with the client. 
• Coach merchants on best practices for positioning the product to their patients. 

Customer Relationship Management 

• Serve as the dedicated point of contact for newly onboarded practices during their first 30–90 days. 
• Build strong, trust-based relationships with dentists and office staff through proactive communication. 
• Identify and escalate at-risk accounts early and collaborate with the client's CS and Sales teams to keep merchants engaged. 
• Gather feedback from merchants and surface insights to help the client improve the product and onboarding experience. 

Operations & Reporting 

• Maintain accurate records of all merchant interactions in the CRM (e.g., HubSpot, Salesforce, or equivalent). 
• Track key onboarding KPIs — activation rate, time-to-first-value, onboarding NPS, and early churn indicators. 
• Contribute to process improvements, playbooks, and documentation as the program scales. 
• Coordinate with ClearSource leadership and the client team on daily handoffs, weekly reviews, and performance reporting. 

Required Qualifications 

• Minimum 2 years of experience in customer success, account management, merchant onboarding, implementation, or a similar client-facing role, ideally supporting US-based clients or customers. 
• Bachelor's degree in business, Communications, Marketing, or a related field (or equivalent work experience). 
• Excellent English communication skills, both written and verbal, with a clear, neutral accent suitable for US customer interactions. 
• Strong phone and video-call presence; comfortable running live onboarding sessions and small-group trainings. 
• Proven ability to manage multiple accounts and onboarding projects simultaneously without letting details slip. 
• Tech-savvy and quick to learn new SaaS platforms; comfortable with CRMs, ticketing tools, video conferencing, and basic reporting. 
• High level of empathy, patience, and professionalism, especially when working with non-technical users. 
• Willingness and ability to work full-time US business hours (night shift in the Philippines). 
• Willingness to transition from work-from-home to an onsite work arrangement 
• Reliable home internet a quiet work environment, and a backup power source during the WFH phase. 

• Competitive salary – Get paid for doing what you love!
• Medical and dental insurance (with free dependent coverage!).
• Group life insurance for peace of mind.
• Paid time off (PTO) – Because work-life balance matters.
• Outstanding career growth opportunities – Learn, advance, and develop your career.
• A fun, innovative, and energetic team culture – Be part of a company that values its employees
• Skills and leadership development to help you reach your full potential.
• Free meal for onsite employees

• Customer First – We are obsessed with delivering an exceptional customer experience.
• Personal Accountability – We do the right thing and own our actions.
• Humble Courage – We embrace feedback, seek growth, and push ourselves to improve.
• Hungry – We bring passion, energy, and drive to everything we do.
• Happy & Healthy – We believe in balance, well-being, and a positive workplace.