CRM Practice Growth Strategist

About Symplast Symplast is the #1 mobile EHR and practice management platform built for aesthetic medicine. We help plastic surgery clinics and medical spas streamline every step of the patient journey from first contact to long-term retention. Our cloud-based CRM/EHR platform integrates marketing automation, telehealth, and analytics to drive measurable growth for thousands of providers nationwide. The Growth Team is Symplast’s professional services group, operating like a boutique agency inside the company. This team delivers implementation follow-through, strategic enhancements, and long-term client success, ensuring every practice gains maximum value and measurable business results from the Symplast platform. The Opportunity We are seeking a CRM Strategist to join our Growth Team. This role combines CRM strategy, marketing automation expertise, and strong client-facing skills. You will manage and expand existing client relationships with a focus on implementing actionable solutions that accelerate revenue growth, increase patient retention, and improve marketing ROI. Success requires discipline around deadlines and deliverables and a passion for building practical, results-driven strategies in collaboration with cross-functional teams.

Key Responsibilities

Client Growth and Value Creation

• Serve as the primary CRM Services relationship owner for an assigned portfolio of plastic surgery and medical spa clients.
• Collaborate with Growth Team colleagues such as Solutions Architects and QA/technical/onboarding resources to implement and continuously refine CRM workflows that directly support client revenue goals.
• Analyze performance data to uncover opportunities for growth and present clear, actionable plans that boost patient acquisition, increase conversion rates, and strengthen long-term loyalty.
• Identify upsell and cross-sell opportunities and partner with leadership to design and execute expansion strategies.

Solution Design and Campaign Optimization

• Design and improve CRM workflows, nurture campaigns, and automated patient-journey touchpoints to maximize lead conversion and patient lifetime value.
• Integrate and optimize marketing channels, telephony/VoIP, and analytics to deliver measurable ROI and transparent attribution of every marketing dollar.

Cross-Functional Collaboration

• Work closely with other teams across Symplast—including product, engineering, and the broader Growth Team—to implement new features and translate client needs into system-wide enhancements.
• Document best practices and contribute to reusable playbooks so future projects move faster and deliver consistent growth results.

Issue Resolution and Client Advocacy

• Proactively surface challenges and implement solutions that protect and expand client revenue streams.
• Maintain clear documentation of deliverables and outcomes to ensure accountability and transparency.

Qualifications

Experience and Technical Skills

• 3–5+ years in CRM strategy, customer success, or account management for a SaaS or marketing-automation provider (Go High Level strongly preferred).
• Proven expertise in workflow design, marketing automation, analytics, and telephony/VoIP integrations.
• Familiarity with marketing attribution models and HIPAA compliance.

Client-Facing and Project Leadership

• Demonstrated success driving measurable business results while managing multiple client projects and meeting tight deadlines.
• Outstanding communication skills to present data-driven recommendations and guide clients through change.
• Strong analytical and problem-solving abilities with a proactive, growth-focused mindset.

Industry Knowledge

• Understanding of plastic surgery and medical spa operations is highly valued.

Why Join Symplast

• Professional Services Leadership: Be part of the team that delivers Symplast’s professional services and measurable growth outcomes.
• High-Impact Role: Shape how leading aesthetic practices grow their patient base, revenue, and lifetime value.
• Innovative Structure: Work inside an agile Growth Team model designed for continuous optimization and long-term success.
• Collaborative Culture: Partner seamlessly with other teams company-wide to deliver actionable solutions that drive business impact.
• Growth and Learning: Explore AI-powered automations, advanced marketing integrations, and cutting-edge CRM technology to keep clients ahead of the curve.

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