Open to opportunities

Trina Savage

@trinasavage

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Customer Success leader driving clinical outcomes and adoption for healthcare SaaS and telehealth.

United States

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What I'm looking for

I seek a remote or hybrid Customer Success role in healthcare SaaS where I can drive adoption, improve outcomes, lead onboarding, and collaborate cross-functionally toward measurable retention and expansion.

I am a Customer Success professional specializing in healthcare SaaS and digital health, with experience in virtual clinical support, onboarding, adoption, and retention. I leverage data, metrics, and CRM/CS tools like Salesforce and Zendesk to translate clinical and operational needs into measurable success plans that improve satisfaction and outcomes for providers, care teams, and patients.

Throughout my career I have led remote onboarding and training, supported platform adoption, conducted QBRs and performance reviews, and partnered with Product and Engineering to resolve issues and implement feature improvements. I am HIPAA-compliant, skilled in advanced Excel reporting and dashboarding, and committed to coaching teams and driving telehealth utilization, renewal growth, and operational efficiency.

Experience

Work history, roles, and key accomplishments

Customer Success Manager

Service Minds

May 2024 - Sep 2025 (1 year 4 months)

Led remote onboarding, training, and workflow optimization for administrative users, improving platform adoption and patient engagement through regular QBRs and cross-functional issue resolution.

Customer Onboarding Workflow Optimization Salesforce Zendesk QBRs CRM Patient Engagement Cross Functional Collaboration

Virtual Clinical Support Specialist

Westminster Shoers

Jan 2023 - Oct 2023 (9 months)

Led virtual clinical support for healthcare providers and patients, improving telehealth utilization and clinical efficiency while ensuring HIPAA compliance and mentoring junior staff.

Telehealth Remote Patient Monitoring HIPAA Mentoring & Customer Success

Customer Success Specialist

TriNet

Jul 2017 - Jan 2023 (5 years 6 months)

Monitored engagement and usage to identify at-risk accounts and implemented retention strategies, managed onboarding/offboarding processes, and coordinated renewals and upsell opportunities.