This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role offers the chance to serve as a strategic partner for enterprise customers, driving meaningful business outcomes through proactive customer engagement. As a Senior Customer Success Manager, you will own the full lifecycle of the customer relationship, from implementation handoff through renewal and expansion, while acting as a trusted advisor to leaders in HR, Finance, and People operations. You will work closely with cross-functional teams to ensure adoption, retention, and measurable impact, translating complex workflows into actionable insights and fostering customer success. This position emphasizes executive relationship management, risk mitigation, and strategic guidance, all within a dynamic, high-growth environment. The role is ideal for a detail-oriented, proactive professional who thrives on collaboration and delivering measurable results for customers. - Build and maintain strong relationships with executive buyers, senior decision-makers, and multiple stakeholders across each account. - Facilitate strategic discussions, proactively identifying and mitigating risks to ensure customer retention and satisfaction. - Own renewal strategies and execution, including negotiation, forecasting, and account expansion opportunities. - Drive adoption of critical product features and modules, ensuring customers achieve desired outcomes and measurable business impact. - Act as a product and workflow consultant, onboarding, training, and coaching customers to operate independently. - Serve as the structured voice of the customer internally, providing insights, feedback, and trends to Product, Engineering, and Sales teams. - Manage escalations, coordinate cross-functional resolutions, and maintain clear communication until issues are fully resolved. Qualifications - 5+ years of experience in Customer Success, SaaS consulting, or a related field. - Proven success managing enterprise customer relationships, including renewals and commercial negotiations. - Strong executive presence with the ability to engage C-suite and VP-level stakeholders effectively. - Experience in SaaS implementations, project management, and cross-functional collaboration. - Ability to understand, consult, and optimize complex workflows across People, Finance, and Recruiting functions. - Proficiency in translating customer needs into actionable product feedback and strategic recommendations. - Experience in high-growth startup environments is a plus. Requirements - Competitive base salary ($90,000–$120,000) plus performance bonus and equity. - Paid time off and flexible vacation policy. - Health, dental, and vision insurance. - Retirement plan options (e.g., 401(k)). - Professional development and growth opportunities. - Remote-first work environment with flexibility to work from anywhere in the United States. - Access to collaborative, cross-functional teams and supportive company culture.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role is a key driver of client satisfaction and project success in the healthcare payer space. You will lead complex client initiatives, coordinating cross-functional teams and ensuring that projects are delivered on time, on budget, and with measurable impact. Acting as a hybrid consultant and project manager, you will provide expertise on healthcare data, risk adjustment, and payer workflows while maintaining strong client relationships. This position requires exceptional organizational, communication, and problem-solving skills to manage multiple priorities and guide teams toward successful outcomes. Success in this role directly contributes to client retention, operational efficiency, and the overall strategic goals of the organization. You will operate in a fast-paced, collaborative, and innovative environment that values both technical knowledge and interpersonal excellence. - Serve as the primary point of contact for payer clients, ensuring projects are executed with high quality and client satisfaction. - Lead and coordinate cross-functional teams including data integrations, coding management, engineering, sales, and executive stakeholders. - Track, report, and communicate project status across internal teams and clients through regular updates, dashboards, and presentations. - Manage client operations, processes, and reference materials to ensure smooth execution of all initiatives. - Identify, analyze, and resolve client issues proactively, escalating when needed and collaborating with internal teams for resolution. - Drive process improvements in project management, reporting, and client communications to increase efficiency and impact. - Support final reporting, results delivery, and performance summaries for clients and internal stakeholders. Qualifications - 3–5 years of account management experience in healthcare or related industries; project management experience preferred. - Bachelor’s degree in business, technology, or a related field. - Strong knowledge of healthcare data systems, risk adjustment, payment models, medical coding, physician workflows, and EHR systems. - Familiarity with technical data processes, including advanced Excel skills; SQL knowledge preferred. - Excellent written and verbal communication skills; ability to lead client meetings and deliver professional presentations. - Strong organizational skills, attention to detail, and ability to manage multiple projects simultaneously. - Self-starter with a bias for action, curiosity, and the ability to build relationships with multiple stakeholders. - Comfortable working in a fast-paced, innovative, and collaborative environment. Requirements - 3–5 years of account management experience in healthcare or related industries; project management experience preferred. - Bachelor’s degree in business, technology, or a related field. - Strong knowledge of healthcare data systems, risk adjustment, payment models, medical coding, physician workflows, and EHR systems. - Familiarity with technical data processes, including advanced Excel skills; SQL knowledge preferred. - Excellent written and verbal communication skills; ability to lead client meetings and deliver professional presentations. - Strong organizational skills, attention to detail, and ability to manage multiple projects simultaneously. - Self-starter with a bias for action, curiosity, and the ability to build relationships with multiple stakeholders. - Comfortable working in a fast-paced, innovative, and collaborative environment. Benefits - Competitive salary: $108,000—$125,000 USD total cash compensation. - Comprehensive health benefits, including medical, dental, and vision coverage. - Paid time off and flexible work arrangements. - Professional development opportunities and support for career growth. - Collaborative and innovative team environment. - Exposure to cutting-edge healthcare data projects and industry-leading practices.

• Strategic CRM & Growth Funnels: You build scalable CRM strategies that directly impact our revenue and customer lifetime value (CLTV). • You design, develop and optimize email, WhatsApp and SMS flows, ensuring clear, high-performing communication across the entire customer journey. • Lead Nurturing & Performance Support: In close collaboration with our performance team, you develop funnel logics that systematically convert paid leads into buyers. • You design nurturing sequences and provide input on copy & creatives so our ads can scale more profitably. • Retention & CLTV Improvement: You identify customer needs and build targeted flows that drive repeat purchases, prevent churn and foster loyal customer relationships. • Copywriting & Customer Psychology: You write high-converting copy that is emotional, clear and relevant. • Testing, Analytics & Iteration: You analyze customer behavior, run A/B tests, interpret data from Klaviyo, Shopify & Co., and continuously optimize.

• Own and strategically manage a portfolio of customers, prioritizing high-value accounts • Guide customers through the full lifecycle with a focus on outcomes • Develop and execute customer growth plans by identifying expansion opportunities • Lead recurring business reviews and executive conversations • Collaborate with Sales, Onboarding, Solutions, Product, Engineering, and Support to accelerate customer success and revenue impact • Build deep expertise in the Cerby platform