Customer Success Manager

Health Note

4d

About The Position

We are hiring a Customer Success Manager to own a portfolio of accounts and
ensure customers continue to get meaningful value from Health Note over time.

This person will be the primary point of contact for their accounts. They will
build trusted relationships, drive adoption, manage risk, and keep customer
priorities moving. They will also own renewals across their book of business and
help drive expansion within existing accounts.

his is a high-agency role for someone who is comfortable working autonomously,
navigating ambiguity, and building structure in a fast-moving environment. It is
best suited for someone who builds trust quickly, communicates clearly, stays
highly organized, and moves cross-functional work forward without unnecessary
friction.

Requirements

• 3+ years in customer success, account management, or a similar post-sale role in healthtech SaaS
• Experience managing customer relationships end to end
• Strong track record of renewals, retention, and churn reduction
• Ability to manage risk and lead renewal conversations directly
• Comfortable identifying and advancing expansion opportunities within existing accounts
• High agency and sound judgment in ambiguous environments
• Experience building or improving processes as a company scales
• Comfortable using data to spot issues, measure outcomes, and prioritize action
• Strong organization, follow-through, and cross-functional coordination
• Able to handle customer issues calmly and professionally
• Familiarity with HubSpot and Intercom

Responsibilities

• Own a portfolio of customer accounts from post-implementation through renewal
• Serve as the primary point of contact for your accounts
• Drive adoption, retention, and long-term customer value
• Lead check-ins, follow-up, and account planning
• Identify and manage risks, blockers, and next steps
• Own renewals and drive expansion within existing accounts
• Share customer feedback and product themes internally

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees