Customer Success Manager – RCM

Infinx

Customer Success Manager guiding healthcare providers using Infinx prior authorization and revenue cycle technology. Driving adoption, retention, workflow optimization, and account growth through strategic customer partnerships.

Posted 8/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer success management, focusing on relationship-building, customer advocacy, and proactive engagement to drive retention and satisfaction. Proficient in utilizing healthcare technology and data analysis to enhance service delivery and identify growth opportunities.

Highest-signal resume keywords

Customer Success ManagementPrior Authorization OperationsExecutive Business ReviewsHealthcare Technology ExperienceData Analysis for Workflow Improvements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EngagementRelationship BuildingConsultative CommunicationPresentation SkillsBusiness Intelligence ToolsData AnalysisHealthcare Reimbursement WorkflowsPrior Authorization ProcessesAccount ManagementOnboarding and Implementation Support

Soft Skills

Active ListeningProfessionalismExecutive PresenceCollaborationProblem Solving

Tools & Technologies

Electronic Health RecordsSalesforceHubSpotSaaS SolutionsReporting Tools

Industry Keywords

Healthcare AdministrationHealth Information ManagementPayer Prior AuthorizationCustomer SatisfactionRetention Strategies

About the role

Key responsibilities & impact

Serve as the primary point of contact and trusted advisor for a portfolio of Prior Authorization customers
Proactively manage customer health, identify risks, and drive resolution before issues escalate
Lead customer onboarding, implementation support, adoption planning, and ongoing success initiatives
Conduct regular business reviews communicating value, performance metrics, accomplishments, and improvement opportunities
Monitor customer satisfaction, adoption, and engagement and develop action plans to improve outcomes
Collaborate with Operations, Product, Implementation, Engineering, Clinical teams, and Support to advocate for customer needs and resolve issues
Identify opportunities for service expansion, additional solutions, and strategic growth within existing accounts
Maintain accountability for 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, such as Epic, Cerner, or athenahealth, 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

Flexible work hours when possible
401(k) Retirement Savings Plan
Comprehensive Medical, Dental, and Vision Coverage
Paid Time Off
Paid Holidays
Pet Care Coverage
Employee Assistance Program (EAP)
Discounted services