Customer Success Manager

JOB TITLE: Customer Success Manager

REPORTS TO: Director, Customer Success

DEPARTMENT: Customer Success

HOURS: 40 Hours

FLSA STATUS: Exempt

Applicants must be legally authorized to work in the United States at the time of hire. Healthix is unable to sponsor employment visas or provide immigration-related employment benefits now or in the future.

POSITION SUMMARY:

We are seeking a proactive and relationship-driven Customer Success Manager (CSM) with proven experience in the healthcare industry. This is a dual capacity role, driving engagement, satisfaction, product adoption and customer retention while supporting new customer acquisition efforts. The primary focus will be on enhancing engagement with community and health industry partners, both existing and prospective, across various initiatives and services. On site support extends to Customer, Community, City and State initiatives serving as a trusted advisor, deeply understanding the unique needs of healthcare organizations, research, and public health collaborations. The key priority is creating opportunities to generate revenue and deliver greater value through helping them align our solutions with their business goals.

Requirements

QUALIFICATIONS:

Bachelor’s Degree in Healthcare Administration, Business or related field.

Minimum of four (4+) years experience in a customer success, account management, relationship

management or business development role, preferably in a healthcare or health IT environment.

Experience supporting large health systems, payers or provider networks.

Five to ten in-person customer visits required per quarter with a minimum of 20 visits per calendar

year (customer visits meet criteria)

Ability to travel to local/nationwide conferences as required.

Excellent verbal and written communication skills to effectively convey information to customers.

Comfortable presenting to senior leadership, including C-suite executives.

Strong understanding of healthcare organizations, operations, terminology and technical concepts.

Skilled in managing multiple customer accounts and competing priorities in a dynamic environment.

Strong analytical and problem-solving abilities to address challenges and provide effective solutions.

Experience working with EHRs, clinical portals or health data systems.

Self-motivated with the ability to work independently in a hybrid work environment.

Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook) and Salesforce.