Customer Success Manager

Humata Health; United States; Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Remote flexibility

Equity opportunities (Stock Options)

Bonus-eligible roles

401(k) with employer match

Unlimited PTO

Winter Park office access

Job summary

Humata Health Inc. is seeking a dynamic Customer Success Manager to ensure provider customers realize value from Humata’s solutions through onboarding, implementation, and ongoing support.

You will partner with Growth, Product Development, and SMEs to tailor success plans, monitor KPIs, and drive adoption, retention, and renewals while delivering clear reports on outcomes and ROI.

Qualifications

• Bachelor's degree in Business, Economics, Healthcare Administration, or related field.
• 5+ years in a customer success or consulting role, preferably in healthcare or tech.
• Experience in small teams requiring both strategic thinking and hands-on execution.
• Proven ability to build relationships with stakeholders at all levels.
• Exceptional communication and presentation skills, with tailored messaging.

Responsibilities

• Own and nurture relationships with customers to ensure seamless onboarding and ongoing support.
• Act as primary contact and advocate for customers, addressing needs and concerns.
• Develop success plans aligned to customers' goals and workflows.
• Provide insights on industry best practices and demonstrate value with analytics.
• Track metrics and drive adoption, renewals, and scope expansion.
• Collaborate with Growth, Product Development, and SMEs to align solutions with needs.
• Deliver tailored reports and presentations showing outcomes, cost savings, and ROI.
• Lead account health reviews and future-plans discussions.

Skills

Communication

Presentation

PowerBI

Data analytics

KPIs

Education

Bachelor's degree

Tools

PowerBI

Job description

Humata Health Inc.’s seeking a dynamic and results‐driven Customer Success Manager (CSM) to join our team. As a CSM, you will play a pivotal role in ensuring the success and satisfaction of our provider customers by serving as their trusted advisor and advocate.

Location

Hybrid – Orlando, Florida, US or Remote, US

Responsibilities

• Own and nurture relationships with assigned customers to ensure seamless onboarding, implementation, and ongoing support.
• Act as the primary point of contact and advocate for customers, proactively addressing their needs and concerns.
• Establish a trusted advisor relationship with customers to drive the adoption of Humata Health’s solutions.
• Develop and execute success plans tailored to customers’ strategic goals and operational workflows.
• Provide insights on industry best practices and leverage analytics to demonstrate value and ROI.
• Balance high-level strategic planning and manage day-to-day tactical execution and problem solving.
• Oversee the customer lifecycle, ensuring smooth transitions from implementation to day-to-day operations.
• Collaborate with internal teams—including Growth, Product Development, and SMEs—to align solutions with customer needs.
• Track and analyze key metrics related to Humata’s performance to inform proactive strategies.
• Serve as the voice of the customer, driving cross-functional initiatives to improve user experience and product performance.
• Facilitate customer feedback sessions and ensure actionable insights are integrated into product and service improvements.
• Drive customer retention and renewals by consistently demonstrating value.
• Identify opportunities for scope expansion or additional solutions based on customer needs.
• Deliver tailored reports and presentations that highlight customer outcomes, including cost savings, performance metrics, and progress toward goals.
• Prepare for and lead formal presentations to discuss account health and future plans.

Role Requirements

• Bachelor’s degree in Business, Economics, Healthcare Administration, or a related field.
• 5+ years of experience in a customer success or consulting role, preferably in healthcare or technology.
• Experience working in small teams where both strategic thinking and tactical execution are required daily.
• Proven ability to build and maintain relationships with stakeholders at all levels, including executives and operational teams.
• Exceptional communication and presentation skills, with a talent for tailoring messaging to diverse audiences.
• Proficient in PowerBI and data analytics.
• Strong analytical mindset with experience in tracking and interpreting key performance indicators (KPIs).

Preferred Experience & Skills

• Demonstrate ability to work effectively in small team environments and early‐stage companies.
• Familiarity with healthcare operations, prior authorization, or revenue cycle workflow optimization.
• Willingness to travel as required (up to 30%).

Benefits

• Impactful work: contribute to innovative solutions that improve healthcare efficiency and patient outcomes.
• Remote flexibility: enjoy working remotely while being part of a collaborative team, with access to our new office in Winter Park, FL.
• Competitive compensation: base salary, equity through an Employee Stock Option Plan, and bonus‐eligible roles.
• Comprehensive benefits: full benefits package including unlimited PTO and a 401(k) program with employer match.
• Growth opportunities: advance your career in a fast‐paced, high‐impact environment with ample professional development.
• Inclusive culture: join a diverse workplace where your ideas and contributions are valued.

Compensation

Humata Health will provide pay transparency information upon application to those in qualifying jurisdictions. Our salary ranges are based on competitive pay for our company’s size and industry. They are one part of the total compensation package that may also include equity, variable compensation, and benefits. Individual pay decisions are ultimately based on several factors, including qualifications, experience level, skillset, geography, and balancing internal equity.

Equal‐Opportunity Employer

Humata Health is proud to be an equal‐opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, marital status, ancestry, neurotype, physical or mental disability, veteran status, gender identity, sexual orientation or any other category protected by law.