Be the technical lead in onboarding major health system or payer customers: translate customer workflows into implementation plans and get new customers live quickly without sacrificing reliability and compliance.
Own post-sale lifecycle for strategic accounts: fast onboarding, deep adoption, minimizing risk, and driving expansion and retention.
Drive Expansion & Retention: own QBRs, executive-level reviews, renewal/upsell conversations, proactively monitor account health, identify churn risk, and find expansion opportunities using adoption metrics and feedback.
Build scalable customer success systems: create/refine playbooks for onboarding, adoption, renewal, and escalation; define and track KPIs (NRR, adoption velocity, health score, time-to-value, churn risk); set up or improve tooling (CRM, analytics dashboards, documentation hubs).
Technical advocacy & implementation: lead technical discovery, scope integrations or custom config work, navigate technical blockers (compliance, data security, integrations), and represent customer feedback in product roadmap decisions.
Lead & mentor: manage and contribute individually to strategic accounts, coach others, help hire, train, and build a high-performing technical account management / customer solutions team.
Requirements
7+ years in customer-facing technical roles, especially in B2B / enterprise SaaS (ideally with large‐contract value, health systems or payers).
Strong technical aptitude: comfortable with integrations, APIs, working with engineering, customizing workflows, dealing with data and compliance constraints.
Deeply customer‐oriented: you surface issues before they become crises, you listen, learn, and translate customer needs into action.
Ownership mindset & speed: you thrive in ambiguity, move fast, make decisions, and hold yourself accountable.
Nice to Have: Experience in healthcare / health tech (understanding compliance, data privacy, buyer cycles, procurement).
Nice to Have: Exposure to AI/LLMs, automation workflows, or AI deployment in regulated environments.
Nice to Have: Comfortable with tools for measurement / analytics.
Comfortable with CRM: HubSpot; analytics & dashboards; Slack, Zoom, Notion, Google Workspace; APIs and issue tracking systems (e.g. Jira); internal AI/automation tools.