About the role
About Aesthetix CRM
Aesthetix CRM is the CRM and marketing automation platform built specifically for medical aesthetics. More than 400 med spas, plastic surgery practices, and multi-location aesthetics groups use Aesthetix to capture leads, convert them into booked patients, and bring existing patients back. We connect to the EMRs practices already run on (Zenoti, Boulevard, PatientNow, ModMed, Nextech, Meevo, and others) so every message, automation, and report is tied to real patient and revenue data. We're a lean, fast-moving team, and every person here has a direct impact on how our clients grow.
Position Description
As a Client Success Manager, you own a book of Aesthetix CRM accounts after onboarding and are responsible for making sure each one gets measurable value from the platform. You are the practice's go-to product expert: when a client gets on a call with you, they leave with something fixed, built, or improved, not just a list of next steps.
What you'll do:
Own the post-onboarding relationship for a portfolio of med spa and plastic surgery accounts, from go-live through renewal
Run structured success reviews at key milestones, showing clients the results the CRM is producing (lead response, bookings, reactivations, revenue) and where they can get more
Work hands-on inside client accounts: auditing and adjusting workflows, pipelines, forms, calendars, and automations so they match how the practice actually operates
Diagnose issues across integrations, messaging, phone setup, and attribution, and resolve them yourself or escalate with a clear, documented case
Monitor account health and usage, spot at-risk accounts early, and act before a client disengages
Identify expansion opportunities (additional locations, Aesthetix Activate, custom builds, add-ons) and partner with leadership to close them
Turn 1:1 calls into real progress by coming prepared with account context, data, and a specific plan
Collaborate closely with Onboarding, Support, and Training to ensure smooth handoffs and consistent client experience
Keep clean, current records of client interactions, goals, and success plans
Requirements
2+ years in a client success, account management, or implementation role at a SaaS company, ideally with CRM or marketing automation software
Strong hands-on experience building in a CRM: workflows, automations, pipelines, forms, and custom fields. GoHighLevel experience is a major plus
Ability to learn a complex platform deeply and quickly, and to explain it clearly to non-technical practice owners and front-desk staff
Comfortable troubleshooting independently: reading workflow logs, tracing a contact's history, and narrowing down what broke and why
Working knowledge of SMS/email marketing, lead nurture, and basic marketing attribution (UTMs, ad platform conversions)
Confidence leading client calls, including tough conversations about expectations, adoption, or results
Highly organized, able to manage many accounts at once without letting follow-ups slip
Experienced in project management and digital PM tools like Clickup
Strong written communication
Experience in medical aesthetics, healthcare, or with EMR/practice management systems is strongly preferred
Familiarity with HIPAA and handling patient data responsibly is a plus
Benefits
Fully remote position
Competitive base salary ($70,000 - $95,000 band)
Paid time off and paid company holidays
Payroll and HR administered through Justworks
Ongoing product training and direct access to leadership
The chance to shape a young CSM function and grow with a company scaling quickly in a niche it leads
Originally posted on Himalayas