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, relationship-driven Customer Success Manager (CSM) with proven experience in the healthcare industry to drive revenue growth through strategic account management, customer retention, and the expansion of existing client relationships. This role is responsible for identifying opportunities to increase customer value by promoting the adoption of Healthix's products, services, and strategic initiatives, while supporting new customer acquisition efforts.

The Customer Success Manager will develop a deep understanding of each customer's business objectives, operational challenges, and strategic priorities. By building strong executive and operational relationships, the CSM will identify cross-sell and upsell opportunities, deliver consultative recommendations, and align Healthix's solutions to meet evolving customer needs.

Success in this role will be measured by customer retention, revenue growth within existing accounts, expansion of product and service utilization, customer satisfaction, and contribution to new business development.

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.