Customer Success Manager

Curantis SolutionsAddison, TX
7d

About The Position

Curantis Solutions is a healthcare SaaS platform purpose-built for hospice and palliative care organizations. We help providers deliver compliant, compassionate care while simplifying clinical, operational, and financial workflows. As Curantis continues to grow, Customer Success plays a critical role in ensuring customers achieve measurable value, confidence, and long-term partnership with our platform. The Customer Success Manager (CSM) will be Curantis’ first dedicated Customer Success hire and will play a foundational role in establishing how Curantis partners with customers post-implementation. This role is both strategic and hands-on, responsible not only for managing customer relationships but also for helping define the Customer Success function, processes, and operating model as the company scales. The CSM owns the post-go-live customer relationship and ensures customers successfully adopt, operate, and realize value from Curantis. This role serves as a trusted advisor to hospice and palliative care leaders while working cross-functionally with Support, Implementation, Product, and Engineering.

Requirements

  • 3+ years of experience in Customer Success, Account Management, or Client Services within a B2B SaaS environment
  • Building and maintaining trusted customer relationships
  • Executive-level communication and presentation
  • Managing complex issues and escalations
  • Organization and prioritization across multiple customers
  • Influencing without authority in cross-functional environments
  • Using data and metrics to assess customer health and outcomes
  • Thinking and acting both strategically and tactically
  • Maintaining a strong customer-centric mindset
  • Bachelor’s degree required

Nice To Haves

  • Experience supporting healthcare technology customers strongly preferred
  • Familiarity with hospice and palliative care workflows, billing, or compliance is a strong plus
  • Experience working cross-functionally with product, engineering, and support teams
  • Healthcare, business, or technology-related field preferred

Responsibilities

  • Own the ongoing relationship for a portfolio of hospice and palliative care customers post-go-live
  • Build trusted relationships with executive, clinical, operational, and billing leaders
  • Understand customer goals, regulatory environment, and success criteria
  • Develop and maintain customer success plans aligned to measurable outcomes
  • Drive adoption of Curantis clinical, operational, and billing workflows
  • Monitor usage, engagement, and performance indicators to identify risks and opportunities
  • Lead regular check-ins, health reviews, and QBRs focused on value realization
  • Coordinate training refreshers and best-practice guidance in partnership with training and support teams
  • Act as the primary owner of customer escalations and complex issues
  • Coordinate internally with Support, Product, Engineering, and Operations to ensure timely resolution
  • Communicate clearly with customers regarding status, expectations, and outcomes
  • Gather structured customer feedback and identify recurring themes and pain points
  • Partner with internal teams to ensure customer insights inform priorities and improvements
  • Help customers understand product updates, releases, and workflow changes
  • Ensure customers are prepared for regulatory changes and product enhancements
  • Support customer retention through demonstrated value and strong relationships
  • Partner with Sales on renewals and expansion opportunities when appropriate
  • Identify opportunities for customers to expand use of Curantis capabilities
  • Contribute to Customer Success playbooks, processes, and engagement models
  • Use data and feedback to improve the customer experience and internal workflows
  • Track and present customer health, adoption, and satisfaction metrics
  • Help define and establish Curantis’ Customer Success operating model as the company’s first CSM
  • Develop core Customer Success processes, playbooks, and engagement cadences (onboarding transition, check-ins, QBRs, renewals)
  • Partner with leadership to define customer health indicators, success metrics, and retention strategies
  • Identify gaps across implementation, support, product, and training handoffs and help design scalable solutions
  • Contribute to the long-term Customer Success strategy as Curantis grows
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