Customer Success Manager, Mid-Market

HHAeXchange; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health plans

Paid time off

401K with company match

Job summary

HHAeXchange is seeking a proactive Customer Success Manager to manage a portfolio of up to 80 mid-market customers from contract to renewal and expansion. The role emphasizes scalable engagement, playbook-driven success motions, and strong adoption to support renewal and satisfaction.

The position is hybrid, reporting to the Midtown Manhattan, NYC office three days per week, with travel as needed. You will work with Product, Sales, Implementation, and Support teams to deliver superior customer

Qualifications

• 3+ years in Customer Success, Account Management, or similar enterprise SaaS role.
• Manage a portfolio of customers and drive net retention.
• Engage senior stakeholders with executive presence and communication.
• Data-driven approach with strong analytical skills.
• Proficiency with Gainsight, Salesforce, and related business tools.
• Hands-on experience with generative AI tools and prompt engineering.
• Healthcare technology experience with Medicaid is a plus.

Responsibilities

• Own end-to-end relationship for a portfolio of customers (onboarding, adoption, renewal).
• Develop relationships with key stakeholders to align objectives with HHAeXchange solutions.
• Monitor customer health, mitigate risks, and demonstrate ROI of our products.
• Drive renewals and collaborate on expansion opportunities with the sales team.
• Lead business reviews with senior client leadership and influence decisions.
• Engage in technical discussions and translate concepts for non-technical audiences.
• Leverage AI tools to enhance engagement and optimize processes.
• Collaborate with Product, Sales, Implementation, and Support to ensure a seamless experience.

Skills

Customer Success

Account Management

Executive Presence

Communication

Analytical Thinking

Data-Driven

Gainsight

Salesforce

Generative AI Tools

Prompt Engineering

Education

Bachelor's degree

Tools

Gainsight

Salesforce

Generative AI Tools

Prompt Engineering

Job description

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.

HHAeXchange is seeking a proactive and experienced Customer Success Manager (CSM) to join our dynamic team. In this pivotal role, you will manage a portfolio of up to 80 mid-market customers, guiding them through the entire lifecycle from contract signature to renewal and expansion. This segment requires scalable engagement strategies, operational excellence, and efficient success planning to support a higher volume of accounts with varied needs. The ideal candidate will be skilled in proactive communication, playbook-driven success motions, and driving strong adoption to support renewal and satisfaction. While this role is not quota-carrying, your success will be measured by your ability to drive exceptional net retention and collaborate with our quota-carrying Account Management team to identify areas of expansion.

This is a hybrid position, with an expectation to report to the Midtown Manhattan, NYC office 3 days/week (typically Tues/Wed/Thurs).

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Own and manage the end-to-end relationship for a portfolio of assigned HHAeXchange customers, including onboarding, adoption, value realization, renewal, and expansion.
• Develop and maintain strong relationships with key customer stakeholders, including executive decision-makers, to understand their business objectives and ensure alignment with HHAeXchange solutions.
• Proactively monitor customer health, identify and mitigate risks, and lead strategic conversations to demonstrate the ongoing value and ROI of HHAeXchange products.
• Drive high renewal rates within your portfolio and collaborate with the sales team to identify and nurture expansion opportunities based on deep understanding of customer needs and successes. Net retention, customer health, adoption, and advocacy will be key performance metrics for this role.
• Confidently lead business reviews and strategic discussions with senior client leadership, articulating value and influencing decision-making.
• While not a technical support role, this role requires being able to comfortably engage in technical discussions, understand customer workflows, and effectively communicate technical concepts to non-technical audiences.
• Leverage extensive experience with generative AI tools and prompt engineering to enhance customer engagement, develop strategic insights, and optimize internal processes.
• Serve as a customer advocate internally, working closely with Product Management to relay customer feedback and contribute to the continuous improvement of our offerings. Collaborate with Sales, Implementation, and Support teams to ensure a seamless customer experience.
• Utilize customer data and analytics to track progress, identify trends, and proactively address customer needs. Use Gainsight and Salesforce to manage customer relationships, retention, and health.

Other Job Duties

• Other duties as assigned by supervisor or HHAeXchange leader.

Travel Requirements

• Travel 25-50%, including overnight travel

Required Education, Experience, Certifications And Skills

• Bachelor's degree in a related field or equivalent practical experience.
• Proven experience (3+ years) in Customer Success, Account Management, or a similar client-facing role within the enterprise SaaS industry.
• Demonstrated ability to manage a similar sized portfolio of customers and drive strong net retention.
• Excellent executive presence and communication skills, with the ability to engage and influence senior-level stakeholders.
• Strong analytical and problem-solving skills, with a data-driven approach to customer management.
• Proficiency in using Customer Success platforms (e.g., Gainsight), CRM systems (e.g., Salesforce), and other relevant business tools.
• Extensive hands-on experience with generative AI tools and prompt engineering techniques.
• Previous experience in the healthcare technology sector, particularly with Medicaid programs, is a significant plus but not required.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

The base salary range for this US-based, full-time, and exempt position is $90,000 - $105,000, not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.

This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.

HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.