Full-Time

Customer Success Manager

Dental Saas

Posted on 9/25/2025

Fullsteam

Fullsteam

501-1,000 employees

Vertical SaaS holding company embedding payments

No salary listed

Remote in USA

Remote

Category
Sales & Account Management
Requirements
  • Proven experience in a Customer Success role with a SaaS (Software as a Service) company, with a track record of driving client engagement and satisfaction.
  • Strong content creation skills, including experience in developing digital materials like guides, videos, and presentations.
  • Excellent interpersonal and communication skills, both written and verbal, with a customer-first mindset.
  • Exceptional organizational and time management skills to handle multiple client interactions and projects simultaneously.
  • Technical proficiency and the ability to learn and communicate the features and benefits of complex software solutions.
  • Understanding of client lifecycle management and success metrics in SaaS.
Responsibilities
  • Regularly reach out to clients as part of our Customer Success Program to build strong, long-term relationships.
  • Conduct regular check-ins to help clients envision and achieve their desired outcomes using our dental software solutions.
  • Work closely with sales, support, and development teams to ensure seamless onboarding, training, and ongoing support for clients.
  • Serve as the client’s advocate by communicating their needs and feedback to the internal team.
  • Identify and resolve dental client issues, including those related to price actions and payment processing service (DentiPay), ensuring their concerns are addressed swiftly and effectively.
  • Develop and deliver engaging educational materials, such as guides, tutorials, videos, webinars, and FAQs, to help clients maximize the value of the software and payment processing service (DentiPay).
  • Create and distribute product release announcements that inform clients of the latest features and functionalities, emphasizing their benefits and use cases.
  • Revise and enhance email templates for effective client engagement.
  • Make high alert or hot fix announcements to clients regarding the products.
  • Collaborate with the marketing team to ensure consistent messaging across all client communications.
  • Track and analyze client success metrics to identify trends, measure satisfaction, and refine strategies.
  • Report on client feedback, success stories, and challenges to inform continuous improvement efforts.
  • Determine any reasons for customer churn and coordinate prevention plan for the same.
  • Continuously expand your knowledge of Practice-Web, ThriveCloud, and payment processing (DentiPay) software to become a trusted subject matter expert for our clients and internal teams.
  • Serve as a key resource for the sales, support, and development teams by providing insights, feedback, and solutions based on your deep understanding of the software and client needs.
  • Stay updated on industry trends to identify and communicate new opportunities for client success.
Desired Qualifications
  • Familiarity with the healthcare or dental industry is a plus, but not required.
  • Bachelor’s degree in business, marketing, communications, or a related field is preferred.

Fullsteam buys founder-led vertical SaaS businesses and embeds its cloud-first payments platform into their software. After acquisition, payments processing like recurring payments, EMV, ACH, mobile payments, and automated reconciliation is built into the product, creating a single branded system for both business management and payments. The firm scales by growing its portfolio (over 75 software companies) through acquisitions and using its payments infrastructure across verticals, supported by investors such as Aquiline Capital Partners, Sixth Street, and the Abu Dhabi Investment Authority. Its goal is to improve profitability and speed growth for SMBs by delivering a unified payments ecosystem within each portfolio company across sectors like healthcare, field services, automotive, specialty retail, and association management.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Auburn, Alabama

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • ADIA joins Aquiline as minority investor to accelerate software acquisitions.
  • Hired Dirk Izzo as President to bolster payments and operations leadership.
  • Acquired Limo Anywhere, expanding into ground transportation synergies.

What critics are saying

  • Post-acquisition integrations fail, causing Limo Anywhere churn in 6-12 months.
  • Stripe captures SMB payments in healthcare via superior APIs in 12-24 months.
  • CFPB rules fine automotive gateways, forcing compliance retrofits in 6-12 months.

What makes Fullsteam unique

  • Fullsteam acquires vertical SaaS firms and embeds proprietary cloud-first payments platform.
  • Portfolio exceeds 75 companies across healthcare, automotive, and field services sectors.
  • Founded in 2018 by Michael Lawler, integrates payments with AI, marketing, and insurance.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

5%

2 year growth

3%
PYMNTS
May 2nd, 2024
Worldpay Launches Tap-To-Pay Offering For Merchants

Payment facilitators (PayFacs) using Worldpay’s services can now offer their merchants tap-to-pay on iPhone.The payments technology firm said in a Thursday (May 2) press release that two of its PayFac partners — Fullsteam and Autobooks — have already launched the service, which allows merchants to use an iPhone to securely accept contactless payments.“Many businesses are mobile, and if we can utilize existing business tools like iPhone as an untethered POS acceptance device, we are making their lives easier,” Fullsteam CEO Michael Lawler said in a news release. “With tap-to-pay on iPhone, those businesses can capitalize on the powerful technology already in a device that’s likely in their pocket. Fullsteam’s integration with Worldpay has made it easier to offer this advanced experience to our clients and their customers.”PayFac partners that want to offer tap-to-pay on iPhone can work with Worldpay to integrate its triPOS mobile toolkit into their point-of-sale app, according to the release. After integration, merchants using the app can accept all forms of contactless payments by using an iPhone to conduct the transaction.Tap-to-pay uses the built-in features of the iPhone to keep the merchant and customer data private and secure, per the release.“When a payment is processed, Apple doesn’t store card numbers or transaction information on the device or on Apple servers,” the release said.The launch comes amid increased digital wallet use among consumers.“Digital wallets can [provide] features intended to make the lives of users easier, such as the ability to store important documents like driver’s licenses, passports and event tickets.”However, PYMNTS Intelligence’s “Tracking the Digital Payments Takeover: Can New Use Cases Drive Consumer Use of Digital Wallets?” found that the enthusiasm for using digital wallets as a place for sensitive documents changes depending on who is asked.Although 51% of U.S. consumers, in general, expressed at least some interest in using digital wallet storage features, 78% of baby boomers and seniors said they had only a slight interest or no interest in storing documents on their devices.The excitement about using digital wallets to safeguard documents grows when younger consumers weigh in, as 49% of Generation Z consumers and 51% of millennials said they are extremely interested, while 46% of bridge millennials and 26% of Generation X consumers also showed the same level of interest in using special digital wallet features

EPASS Software
Jul 28th, 2023
NewsUser Meeting 2023 EPASS User Meeting 2023: July update

As announced earlier this year, EPASS has teamed up with Fullsteam—a leading software, technology, and payment services provider.

PEI Group
May 25th, 2023
Aquiline Capital and ADIA back software firm Fullsteam | PE Hub

Aquiline will remain as the lead investor in Fullsteam and ADIA will become a significant minority investor.

Limo Anywhere
Oct 13th, 2022
Exciting Announcement: Limo Anywhere, and all accompanying assets, acquired by Fullsteam. - Limo Anywhere

With great pleasure and excitement, we announce that Limo Anywhere has been acquired by Fullsteam, a portfolio company of a private equity fund with significant assets under management. With 60+ companies within the Fullsteam portfolio, Limo Anywhere will take advantage of new strategic synergies and shared resources never before seen in our company’s history. Fullsteam’s main […]

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