Customer Success Manager

• We’re hiring a Customer Success Manager! You’ll join Healthie’s Customer Success team in making a meaningful impact on healthcare accessibility and innovation through our AI-native, HIPAA-compliant platform. In this position, you will be responsible for:
• Building strategic relationships with healthcare executives, practice managers, and clinical champions transforming patient care
• Mastering customer workflows, understanding patient care goals and operational objectives while positioning Healthie for maximum impact
• Creating and executing success plans and QBRs tracking clinical KPIs and operational metrics
• Identifying expansion opportunities and optimization strategies that foster sustainable practice growth
• Diagnosing operational inefficiencies and clinical workflow bottlenecks, implementing solutions that deliver lasting value
• Providing expert guidance throughout the customer journey—from onboarding and training to renewal and expansion
• Serving as primary escalation point to resolve issues quickly and maintain exceptional customer satisfaction
• Collaborating with Product, Engineering, Sales, and Marketing teams to shape platform enhancements reflecting real provider and patient needs
• Driving measurable revenue and customer health improvements while building meaningful healthcare partnerships and serving as the voice of healthcare within our organization

Benefits

• Stock options
• Medical, dental, vision, life and disability coverages
• FSA and HSA
• Flexible vacation
• 401(k) plan with company matching
• Parental leave program
• Learning & development stipends
• Nutritional coaching
• Fitness membership budget
• Co-working subscriptions
• A laptop plus equipment stipend
• Summer Fridays

• At Healthie, we are AI-enabled and AI-accelerated in how we build. We are looking for team members who actively leverage AI-powered development tools, embrace automation, and help teams adopt modern, AI-assisted engineering practices to increase velocity and quality
• You’re a high contributor to team and company goals, leading cross-functional initiatives and supporting sales functions in upsell negotiations
• You possess strong understanding of business delivery models and operational nuances, with healthcare/healthtech experience strongly preferred
• You’re an advanced practitioner who takes a consultative approach to maximize client value, mastering product positioning and best practices to influence stakeholders toward optimal outcomes
• Bonus points if you’ve worked with private practices, multi-provider groups, or health systems
• You have 3+ years in customer-facing roles with proven customer success expertise, ideally in healthcare, healthtech, or high growth SaaS technology companies
• You have advanced domain knowledge of company operations and user workflows, with experience in technical implementations including APIs, integrations, and platform configurations
• You have a demonstrated track record managing complex books of business, including key accounts and at-risk clients, with measurable success in client health, retention, growth, and referenceability
• You work autonomously on large, complex accounts while serving as a mentor to junior teammates, efficiently managing and delegating work to account teams
• You’re an excellent communicator with expert presentation skills, able to break down complex subjects for healthcare leaders from practice managers to C-suite executives
• You can drive successful executive meetings and quarterly business reviews independently, excelling at leading difficult conversations with clients when needed

• Quick chat with someone from our Talent team (15 minutes)
• Interview with Caseley (20 minutes)
• Interview with Emma (30 minutes)
• Case Study with Emma, Caseley and 2 other members (that we rotate) of the Customer Success team (45 minutes)
• Final session with Tariq, COO (30 minutes)
• Reference Checks