Customer Success Specialist

Industry & Sector: Healthcare analytics and revenue-cycle management SaaS — we deliver data-driven insights and cloud software that help payers, providers, and health systems optimise financial performance, reduce denials, and improve operational outcomes. This is a fully remote, U.S.-based role supporting healthcare customers across clinical and financial teams.

Standardized Title (top-performing): Customer Success Specialist

About The Opportunity

Join a mission-driven healthtech team focused on driving measurable customer value through analytics, reporting, and workflow automation. As a remote Customer Success Specialist, you will be the primary advocate for customers during onboarding, adoption, and renewal motions—ensuring our platform delivers measurable ROI and high satisfaction across complex healthcare environments.

Role & Responsibilities

• Manage onboarding and implementation tasks for assigned accounts—coordinate cross-functional teams, configure platform settings, and ensure timely go-live.
• Drive product adoption through training sessions, targeted enablement, and tailored success plans that align with customers’ revenue-cycle and operational KPIs.
• Monitor account health and usage metrics; proactively identify churn risk and execute retention playbooks to improve renewal rates and expand usage.
• Act as primary point of contact for technical and product-related escalations; collaborate with Product and Support to resolve issues and deliver timely workarounds.
• Conduct regular business reviews and ROI analyses; translate analytics into executive-facing recommendations that demonstrate value.
• Contribute customer feedback to product roadmap prioritization and help define best practices for onboarding, documentation, and success metrics.
  
  

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Skills & Qualifications

Must-Have

• Proven experience in customer success, customer support, or implementation for B2B SaaS customers (healthcare domain preferred).
• Experience using CRM and customer success platforms to manage lifecycle and health scoring.
• Strong analytical proficiency with SQL and spreadsheet modelling to analyse usage and ROI metrics.
• Ability to present technical content and business insights to both technical and executive stakeholders.
  
  

Preferred

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• Familiarity with healthcare revenue-cycle workflows, denials management, or clinical-financial interfaces.
• Experience with visualization and analytics tools such as Tableau or Looker.
  
  

Benefits & Culture Highlights

• Fully remote U.S. roles with flexible hours and a strong emphasis on work-life balance.
• Collaborative, mission-focused culture where customer impact and continuous learning are prioritised.
• Opportunities to influence product direction and grow into senior customer-facing or cross-functional roles.
  
  

We’re looking for high-energy, customer-obsessed specialists who can translate analytics into outcomes for healthcare organisations. If you thrive in cross-functional teams, enjoy solving complex problems, and want to help customers realise measurable ROI from analytics investments, we’d love to hear from you.

Skills: tableau,sql,customer,zendesk,gainsight,microsoft excel