Healthie · 18 hours ago
Customer Success Manager
New York, New York, United States
Full-time
Hybrid
Mid Level
$125K/yr - $155K/yr
3+ years expHealthie is the world’s leading API-first, ONC-Certified EHR for healthcare delivery outside of the hospital. The Customer Success Manager will play a key role in enhancing healthcare accessibility and innovation by building strategic relationships and guiding clients throughout their journey with the Healthie platform.
Electronic Health Record (EHR)Enterprise SoftwareHealth CareNutritionSoftwareWellness
No H1B
Responsibilities
Build strategic relationships with healthcare executives, practice managers, and clinical champions transforming patient care
Master customer workflows, understanding patient care goals and operational objectives while positioning Healthie for maximum impact
Create and execute success plans and QBRs tracking clinical KPIs and operational metrics
Identify expansion opportunities and optimization strategies that foster sustainable practice growth
Diagnose operational inefficiencies and clinical workflow bottlenecks, implementing solutions that deliver lasting value
Provide expert guidance throughout the customer journey—from onboarding and training to renewal and expansion
Serve as primary escalation point to resolve issues quickly and maintain exceptional customer satisfaction
Collaborate with Product, Engineering, Sales, and Marketing teams to shape platform enhancements reflecting real provider and patient needs
Drive measurable revenue and customer health improvements while building meaningful healthcare partnerships and serving as the voice of healthcare within our organization
Qualification
Required
3+ years in customer-facing roles with proven customer success expertise, ideally in healthcare, healthtech, or high growth SaaS technology companies
Experience supporting a book of business and building strong client relationships, contributing to customer health, retention, and growth with guidance from senior team members
Proactive, customer-first approach to helping clients get value from the platform, learning how to position features and best practices effectively
Ability to confidently lead recurring customer calls and support business reviews, with coaching and partnership from senior teammates when navigating more complex conversations
Strong communicator who can clearly explain product workflows and concepts to healthcare teams, from individual providers to operations leads
Ability to manage accounts independently day-to-day, while knowing when to escalate risk, ask for support, and collaborate cross-functionally
Developing strong domain knowledge of our platform and client workflows, and are comfortable supporting configurations, basic integrations, and troubleshooting alongside Implementation and Support
Building understanding of healthcare operations and business models, with a strong interest in deepening industry expertise
Contribute positively to team goals, support expansion opportunities, renewals and collaborate with Sales and Product to advocate for customer needs
Preferred
Bonus points if you've worked with private practices, multi-provider groups, or health systems
Company
Healthie
Healthie offers infrastructure for next gen digital health companies that offer virtual-first care. API-First EHR & Client Engagement.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$40.92MKey Investors
TCVVelvet Sea VenturesTechstars
2024-10-15Series B· $23M
2022-07-19Series A· $16M
2017-01-23Seed· $1.8M
Leadership Team
Erica Jain
CEO
Cavan Klinsky
Co Founder/CTO
Recent News
2026-01-20
2026-01-06
Company data provided by crunchbase