Customer Success Manager – RCM

Infinx

Customer Success Manager driving customer satisfaction and adoption of healthcare technology solutions. Building relationships with Prior Authorization clients and advocating for their needs with cross-functional teams.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success management, focusing on relationship-building, customer advocacy, and proactive engagement to drive retention and satisfaction. Proficient in conducting Executive Business Reviews and utilizing healthcare technology to enhance customer outcomes.

Highest-signal resume keywords

Customer Success ManagementPrior Authorization OperationsHealthcare Technology ExperienceExecutive Business ReviewsCRM Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EngagementData AnalysisWorkflow ImprovementPresentation SkillsConsultative Communication

Soft Skills

Relationship-BuildingActive ListeningProfessionalismCommunication Skills

Tools & Technologies

Electronic Health RecordsSalesforceHubSpotBusiness Intelligence Tools

Industry Keywords

Healthcare AdministrationHealth Information ManagementPayer Prior Authorization ProcessesHealthcare Reimbursement Workflows

About the role

Key responsibilities & impact

Serve as the primary point of contact and trusted advisor for a portfolio of Prior Authorization customers.
Take ownership of customer success by proactively managing customer health, identifying risks, and driving resolution before issues escalate.
Lead customer onboarding, implementation support, adoption planning, and ongoing success initiatives.
Conduct regular business reviews with customers to communicate value, performance metrics, key accomplishments, and improvement opportunities.
Monitor customer satisfaction, adoption, and engagement while developing action plans to improve outcomes.
Collaborate cross-functionally with Operations, Product, Implementation, Engineering, Clinical teams, and Support to advocate for customer needs and resolve issues.
Identify opportunities for service expansion, additional solutions, or strategic growth within existing accounts.
Identify growth opportunities within accounts.
Maintain accountability for assigned customer outcomes, retention, and long-term partnership success.
Assist in other duties as assigned.

Requirements

What you’ll need

Bachelor's degree in Business Administration, Healthcare Administration, Health Information Management, Communications, Information Systems, or related field
3+ years of experience in customer success or account management
Exceptional relationship-building and customer engagement skills
Strong customer advocacy mindset
Executive presence and professionalism
Excellent written and verbal communication
Presentation and facilitation skills
Active listening and consultative communication
Prior Authorization operations or workflow experience (preferred)
Experience working with healthcare technology or SaaS solutions (preferred)
Knowledge of payer prior authorization processes and healthcare reimbursement workflows (preferred)
Experience conducting Executive Business Reviews (EBRs/QBRs) (preferred)
Experience with Electronic Health Records (Epic, Cerner, athenahealth, etc.) (preferred)
Experience with CRM platforms such as Salesforce or HubSpot (preferred)
Experience using business intelligence and reporting tools (preferred)
Experience identifying workflow improvements through data analysis (preferred).

Benefits

Comp & perks

Access to a 401(k) Retirement Savings Plan.
Comprehensive Medical, Dental, and Vision Coverage.
Paid Time Off.
Paid Holidays.
Additional benefits, including Pet Care Coverage, Employee Assistance Program (EAP), and discounted services.