Customer Success Intern at Bizmatics Mumbai | SaaS Role

About Bizmatics

Bizmatics is a healthcare technology company that develops clinical and business productivity solutions for medical practices and multi‑specialty organizations. Its cloud platform, PrognoCIS, offers an integrated suite including EHR, telemedicine, practice management, medical billing, revenue cycle management, and patient engagement tools. Built on a multi‑tier internet architecture, the platform supports multiple specialties with customizable templates and shared databases that enable real‑time data flow between EHR and billing systems.

PrognoCIS can be deployed as an ASP service or as an in‑house client‑server solution, helping healthcare providers manage clinical and operational workflows more efficiently.

Role Overview

The Customer Success Intern position is designed for final‑year students or recent graduates who want to begin a career in customer success within a SaaS environment. In this role, you will support the Customer Success team in ensuring that PrognoCIS clients have a positive experience and receive timely assistance while using the platform.

The intern works closely with the Customer Success Manager to monitor customer engagement, track service requests, and coordinate with internal teams including Support, Implementation, Product, and Finance to help resolve client queries effectively.

Key Responsibilities

• Assist in reviewing and tracking customer cases and service requests using CRM tools such as HubSpot.
• Maintain and update customer account records, notes, and case information within the CRM system.
• Support the Customer Success Manager in monitoring customer engagement and platform usage.
• Follow up with clients regarding service requests, callable lists, and billing-related queries.
• Document customer feedback and frequently reported issues for internal reference.
• Coordinate with Support, Product, Implementation, and Finance teams to address customer requests.
• Assist in reviewing accounts with outstanding balances and track payment follow‑ups.
• Prepare basic internal reports and account summaries when required.
• Participate in training sessions to understand product features, workflows, and customer success processes.
• Work closely with the Customer Success Manager to complete assigned tasks and maintain progress updates.

Learning Opportunities

• Exposure to customer success operations within a SaaS healthcare technology company.
• Hands‑on experience working with CRM platforms such as HubSpot.
• Understanding of customer lifecycle management, product adoption, and client engagement strategies.
• Collaboration with cross‑functional teams including Support, Product, and Finance.
• Exposure to Electronic Health Record (EHR) systems and healthcare workflows.

This internship provides foundational experience that may lead to career paths such as Customer Success Executive, Account Manager, Implementation Specialist, or SaaS Support Specialist.