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Strategic Customer Success Associate

PearlLehi, UTCustomer Success
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Salary
Not listed
Job type
Full-time
Experience
Mid · 2+ yrs
Posted
9 Oct 2026
Status
Open · checked 7d ago

About this role

The Strategic Customer Success Associate position at Pearl is located in Lehi, Utah, and is tailored for a data-driven professional with a background in customer support or clinical environments who wants to manage enterprise health operations. This full-time, on-site role suits individuals with strong organizational skills who can collaborate closely with account managers to drive product adoption.

Role Overview

The Strategic Customer Success Associate acts as the operational pulse and clinical counterpart for enterprise dental service organization accounts. This position monitors client utilization, coordinates training initiatives, and tracks account health metrics. Working on-site in Lehi, Utah, the role combines customer-facing engagement with internal data management and AI-assisted process optimization.

Key Responsibilities

Track utilization and adoption trends across assigned accounts by building weekly reports and directing targeted outreach.
Identify low-usage locations early, participate in risk reviews, and provide data-driven recommendations to account managers.
Conduct phone and email outreach to re-engage dental practices and guide follow-ups after training sessions.
Lead customer training sessions, office hours, and workflow optimization workshops.
Serve as the clinical voice on accounts by translating product workflows and organizing customer surveys.
Monitor support channels and tickets, manage billing questions, and route product feedback to internal teams.
Maintain accurate CRM records in HubSpot and prepare materials for business reviews.

Requirements

Minimum of two years of experience in customer success, account support, clinical support, or a related customer-facing role.
Ability to interpret utilization data, track trends, and utilize spreadsheets, dashboards, and CRM systems.
Professional communication skills via phone and writing when interacting with clinicians and regional leaders.
High level of organization and self-direction to manage multiple accounts independently.
Availability to work full-time on-site in Lehi, Utah.

Nice to Have

Experience in SaaS or healthcare technology.
Background working in a dental office or DSO, such as a hygienist, assistant, treatment coordinator, or office manager.
Familiarity with HubSpot.
Personal interest in dental technology and clinical workflows.
Track record of utilizing AI and automation tools to streamline manual tasks.

Skills and Tools

HubSpot
CRMs
Spreadsheets and dashboards
AI and LLM automation tools

Salary and Benefits

Competitive compensation and benefits package
Flexible and uncapped paid time off
Stock options
Professional development and training programs

About the Company

Pearl develops AI solutions designed to establish higher standards of quality and patient care globally. The company produces FDA-cleared computer vision capabilities for interpreting 2D and 3D dental imagery, serving clinicians, practice owners, labs, and insurers. Pearl operates an AI-powered clinical operations platform supporting hundreds of dental service organization locations.

How to Apply

Apply on the official company careers page.

Skills and tech stack

HubSpotAI/LLMsLLMsComputer Vision

Questions candidates ask

Where is the Strategic Customer Success Associate position located?

The role is full-time and on-site at the Pearl office in Lehi, Utah.

What level of experience is required for this job?

Candidates must have two or more years of experience in customer success, account support, clinical support, or a related customer-facing role.

What background is preferred for applicants?

SaaS or healthcare technology experience is preferred, along with a strong preference for candidates with a dental office or DSO background such as a hygienist, assistant, treatment coordinator, or office manager.

What CRM tool does Pearl use?

HubSpot is the preferred CRM used for logging calls, notes, and contact updates.

What benefits are offered with this position?

Benefits include competitive compensation, professional development and training opportunities, stock options, and flexible, uncapped PTO.

Ready to apply?

The application is on the official Pearl careers page.

Apply on company site