Customer Success Manager, Billing

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary contact for designated clients, fostering and sustaining robust, long-term relationships.

• Evaluate and comprehend current customer setups, workflows, and data frameworks—pinpointing optimal system configuration strategies to adapt to changing customer requirements.

• Cultivate a thorough understanding of each client’s objectives, business obstacles, and success indicators.

• Quickly grasp the configuration of a client’s existing system.

• Perform regular check-ins and strategic discussions to enhance engagement and trust.

• Promote platform utilization and ensure that clients are leveraging essential features to realize ROI.

• Track customer health metrics and proactively tackle potential risks.

• Recognize early indicators of dissatisfaction and collaborate across teams to resolve issues.

• Discover and develop opportunities for growth, including upselling.

• Facilitate regular success evaluations with key stakeholders to assess performance, results, and future objectives.

• Examine customer data to reveal insights, trends, and optimization opportunities.

• Collaborate with clients to establish measurable success indicators and monitor progress.

• Champion customer needs within the organization and engage in product feedback processes.

• Represent the organization at client locations, conferences, and strategic gatherings (traveling up to 25%).

⛳️ Requirements

• Strong financial acumen, with experience in billing, accounting, business office management, revenue cycle management, or another finance-related field.

• Experience in healthcare or senior living operations is advantageous, though not mandatory.

• Proficient in spreadsheet applications (Excel/Google Sheets) and quick to learn new systems.

• Excellent problem-solving abilities with a readiness to tackle ambiguous or unfamiliar challenges.

• Clear and professional communication skills, comfortable in customer-facing scenarios.

• Proactive and resourceful—ready to take initiative and resolve issues independently.

• Enthusiastic about working in a dynamic, fast-paced environment.

🏝️ Benefits

• 100% company-paid premiums for health, dental, and vision insurance.

• Company contributions to HSA.

• 2% 401(k) match.

• Rightway Health Advocacy.

• Spring Health Mental Wellness.

• Flexible time-off policy.

• 100% paid family leave.

• All-expenses-paid, in-person company retreats twice a year.