NexHealth · 1 day ago
Account Manager - Risk Mitigation
United States
Full-time
Remote
Entry, Mid Level
$125K/yr - $150K/yr
2+ years expNexHealth is a company focused on transforming healthcare through innovative technology solutions. The Account Manager, Risk Mitigation, is responsible for preventing customer churn by engaging with clients at risk of underutilization and ensuring they derive value from the products they've purchased.
Electronic Health Record (EHR)Health CareScheduling
Responsibilities
Manage a queue of Risk Mitigation tickets generated through automated workflows and internal referrals
Validate eligibility based on adoption thresholds, customer needs, and willingness to engage
Assess underutilized SKUs, usage vs. entitlements, and customer readiness for remediation
Prioritize risk cases based on severity, impact, and urgency
Execute structured multi-touch outreach campaigns using HubSpot (email, calls, sequences)
Conduct discovery calls to uncover root causes of product underutilization
Build trust and credibility through empathetic, consultative conversations
Clearly set expectations, agendas, and next steps with customers
Deliver training, reimplementation, or optimization sessions tailored to customer workflows
Configure tools and demonstrate best-practice usage across relevant features
Develop and document success plans aligned to customer goals and daily operations
Gain customer buy-in and commitment to adoption milestones
Monitor post-consultation usage through dashboards and reporting tools
Proactively intervene if adoption stalls or regresses
Adjust success plans based on usage trends and customer feedback
Graduate customers once adoption milestones are achieved
Maintain accurate and timely documentation in HubSpot across all required fields
Log outreach, meetings, discovery findings, success plans, and closure summaries
Ensure clean case closures with clearly defined outcomes and learnings
Contribute to accurate reporting and visibility for leadership
Qualification
Required
2+ years of experience in Customer Success, Account Management, Implementation, or Onboarding
Strong discovery, communication, and consultative problem-solving skills
Comfort engaging customers via phone, video, and written communication
Experience working in structured workflows and CRMs (HubSpot preferred)
Ability to analyze usage data and translate insights into action
Strong time management and follow-through in a high-volume environment
Preferred
Experience in customer success, churn prevention, or adoption-focused roles
SaaS or healthcare technology experience
Familiarity with training, onboarding, or reimplementation motions
Experience managing multiple concurrent customer cases
Benefits
Full Medical, Dental, and Vision (up to 100% covered)
401K and commuter benefits
Flexible PTO
Company
NexHealth
NexHealth is a real-time patient booking platform for people, their doctors, and healthcare developers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$176.76MKey Investors
Buckley VenturesPoint Nine
2022-04-21Series C· $125M
2021-06-22Series B· $31M
2020-06-30Series A· $15M
Leadership Team
Alamin Uddin
Co-founder & CEO
Waleed Asif
CTO, Co-founder
Recent News
2025-05-07
Morningstar.com
2025-05-04
Morningstar.com
2025-04-17
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