Zocdoc: Customer Success Manager, SMB — New York, NY

About Zocdoc

Zocdoc develops technology that helps patients find and book healthcare appointments. Its employer introduction describes both a healthcare marketplace and infrastructure supporting access to care through other search and provider channels. The stated focus is the path from seeking care to obtaining an appointment. Its work includes making booking accessible beyond its own marketplace, connecting patient-facing discovery with the systems used by healthcare providers and other organisations to make available appointments easier to reach.

The position and its setting

Zocdoc lists Customer Success Manager, SMB in New York, NY, under reference 8289250. The details below separate the work described by the employer from essential conditions, preferred experience and practical preparation advice.

• Department: Local Sales
• Employer listing date: 19 October 2026

Responsibilities and work described

• Customer Success Managers help existing Zocdoc providers get more value from the platform and grow their practices
• Through strategic outreach, they communicate the value of meeting with a CSM, and when running those meetings, they learn each practice’s goals, address operational challenges, and recommend ways to expand the partnership
• This can include adding new providers to the platform, improving setup, or increasing the practice’s visibility
• As product experts and trusted partners, CSMs help practices drive patient bookings, improve performance, and adopt features that support their growth
• Drive practice performance by communicating feature value, addressing objections, helping practices maintain effective setup, and building provider buy-in
• Use strategic, outbound outreach in a high-volume, phone-first environment to communicate the value of meeting with a CSM and consistently set client meetings
• Leadership: provider meetings to understand practice goals, then present the value of expanding the Zocdoc partnership, such as adding providers or improving setup, to support patient bookings and feature adoption
• Management: approximately 50 practice accounts at a time, partnering with each over a 30-day engagement through account research, meetings, and follow-up
• Apply expertise in Zocdoc products to make tailored recommendations and improve practice setup
• Prioritize accounts and manage time to sustain consistent client outreach
• Partner with teams across the business to optimize Zocdoc accounts and support feature installations when needed

Essential requirements and candidate background

• Passionate about provider success and enjoy understanding practices’ goals and challenges to help drive feature adoption, utilization, and retention
• Energized by proactive outreach and comfortable communicating the value of a meeting, then leading conversations about ways to grow a practice’s Zocdoc partnership
• Motivated to build trusted relationships quickly with key stakeholders and decision-makers
• Confident having consultative conversations, influencing others, and handling objections
• Comfortable balancing sales conversations, account management, and collaboration with internal teams
• Curious and quick to learn new products, ideas, and approaches
• Open to feedback and ready to adapt your sales strategies and processes
• Data-driven and consultative in your decision-making
• Motivated by a fast-paced, structured environment where you own your activity and results
• Communication and interpersonal skills
• Attention to detail, organization, and a quick, curious approach to learning
• Problem-solving and issue-resolution skills
• The ability to adapt and thrive in a dynamic, quickly evolving environment
• A consultative, data-driven approach to decision-making and the ability to handle objections
• The ability to integrate generative AI tools into daily workflows to automate tasks, foster innovation, and maximize productivity

Location, schedule and contract conditions

For this overseas or regional listing, confirm work authorisation and any location restrictions with the employer. The location does not establish visa sponsorship or permission to work remotely from India.

• Advertised location: New York, NY

Benefits mentioned by the employer

• Flexible, hybrid work environment at our convenient Soho location
• Competitive PTO
• 100% paid employee health benefit options (including medical, dental, and vision)
• Commuter Benefits
• 401(k) with employer funded match
• Corporate wellness program with Wellhub
• Sabbatical leave (for employees with 5+ years of service)
• Competitive paid parental leave and fertility/family planning reimbursement
• Cell phone reimbursement
• Catered lunch everyday along with beverages and snacks
• Employee Resource Groups and ZocClubs to promote shared community and belonging
• Great Place to Work Certified

Pay and application dates

A verified salary figure is not established in this article. An online estimate for another Customer Success Manager, SMB vacancy is not an offer for reference 8289250; use the employer’s own pay disclosure and recruitment communication.

A closing date is not confirmed in this article. Check the current employer page before submitting: an undated posting can change or be withdrawn.

How to apply to Zocdoc

Applications follow the official employer page linked below.

Open the official Zocdoc posting below and match the title and reference 8289250.

Compare your qualifications and experience with the essential conditions for the New York, NY position, then read the preferred criteria separately.

Prepare an accurate CV and the supporting items requested in that employer’s application. Provide only information and documents you are authorised to share.

Use the employer’s application option, complete the required fields and review the submission. Retain the acknowledgement when one is provided. Job Alerts World does not receive the application.

Practical preparation: AI

An AI-related example should make the task and evaluation explicit. Explain the inputs, the system’s intended output and how you checked errors, usefulness or reliability, rather than relying on the model name alone.

Relevant skills

• AI/ML
• AI
• insurance
• sales
• account management
• stakeholder management
• communication
• partnership development