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. Apply tot his job