Source Job

• Own the full customer lifecycle for SME clients, including onboarding, engagement, expansion, and renewal.
• Build rapport with decision-makers and drive adoption of best practices to maximize member utilization.
• Present data-driven business reviews to senior HR executives and collaborate cross-functionally to enhance the patient experience.

Spring Health is a global mental health company providing an AI-native platform for personalized care across coaching, therapy, and medication management. Reaching over 170 million people, it leverages technology to expand access and quality of mental healthcare.

• Manage a portfolio of 20–30 enterprise employer relationships to drive retention, renewals, and measurable customer value.
• Analyze complex healthcare and customer-value data to diagnose account performance and develop proactive strategies.
• Collaborate across sales, marketing, product, clinical, analytics, and operations teams to resolve customer challenges and strengthen partnerships.

Our partner is a digital healthcare company focused on expanding access to innovative healthcare solutions and delivering measurable outcomes for enterprise customers. They are a remote-first organization that emphasizes cross-functional collaboration and data-driven problem solving.

• Manage a portfolio of 10 medium and large accounts, designing strategic implementation frameworks and advising leadership on product integration.
• Lead customer engagements including monthly and quarterly business reviews and workshops to demonstrate value and establish objectives.
• Consult with provider leadership to re-engineer clinical and administrative workflows, aligning technology adoption with value-based care goals.

Pearl Health empowers primary care providers and networks to succeed in value-based care with technology and financial tools. Founded in 2020 and backed by top investors, the company partners with thousands of providers across 44 states.

• Serve as a strong advocate for customers and end users, representing their needs within the organization.
• Build trusted day-to-day relationships with customer stakeholders and ensure they fully leverage Lightning Bolt Scheduling.
• Lead process improvement and optimization initiatives that drive measurable value for customers.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100M+ in annual revenue, fostering a collaborative culture focused on innovation.

• Own the Customer Success Plan for every assigned account, tied to business objectives, and quarterback execution across Delivery, Operations, Technology, and Product.
• Surface account risk before the customer does and own the Path to Green plan for every at-risk account with named owners and measurable outcomes.
• Identify multi-product and cross-sell opportunities, partner with Sales for clean handoffs, and maintain current commercial architecture for each account.

HealthEdge provides healthcare technology solutions that help payers achieve customer outcomes, retain referenceable customers, and expand revenue. As a company, HealthEdge values accountability and cross-functional teamwork, with a focus on data integrity and proactive issue resolution.

• Own the success, retention, and growth of a portfolio of health plan clients.
• Lead recurring client meetings, executive business reviews, and performance discussions.
• Identify client risks, performance gaps, and emerging needs, and drive plans to address them.

Papa provides vital social support by pairing older adults and families with companions to reduce loneliness and improve health. Backed by top investors, Papa is a people-first company with a culture focused on community and belonging.

• Partner with senior team members to leverage account management systems and dashboards to identify opportunities for revenue growth.
• Consult with clients on planning, executing, and analyzing tailored engagement strategies to drive member activation and retention.
• Lead client engagement initiatives, collaborating with Marketing and cross-functional teams to design events and support new account implementations.

Crossover Health is a national, team-based medical group delivering an innovative Primary Health model that integrates primary care, physical medicine, mental health, and more. The company focuses on wellbeing and prevention, and it is building a community of members that embraces healthcare as a proactive part of their lifestyle, fostering a collaborative and interdisciplinary culture.

• Manage partner accounts, drive growth, and serve as the primary bridge between sales, operations, and clinical teams.
• Own program metrics, performance analytics, and identify optimization opportunities to ensure program health.
• Lead end-to-end implementation of new partnerships and resolve escalations proactively.

Jukebox Health partners with health plans to make homes safer and more accessible for older adults and high-needs populations. It is a fast-growing healthcare services company backed by top venture capital firms like Valtruis and The Home Depot.

• Own a portfolio of strategic accounts, setting account strategy and owning revenue targets in a fully remote role.
• Manage complex client engagements by building executive-level relationships and identifying growth opportunities like cross-selling and upselling.
• Work closely with delivery, technical, legal, and finance teams to ensure sustainable commitments and account growth.

Nortal is a technology services company that delivers complex solutions for enterprises and public sectors, focusing on digital transformation and AI. The company values autonomy, open communication, and diversity, and supports a close-knit remote team in LATAM with wellness and professional development resources.

• Drive adoption and strategic alignment with global enterprise customers to ensure measurable ROI.
• Own renewal and growth strategies, mitigating churn and identifying expansion opportunities.
• Operationalize Customer Success processes for scale, building executive relationships and leading EBRs.

6sense provides a predictive analytics platform that helps B2B companies identify buying intent with 85% accuracy. The company fosters a growth-driven culture with a focus on employee well-being, collaboration, and continuous learning.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• Manage the onboarding and ongoing success of employers with fewer than 3,000 employees, ensuring a seamless experience from launch through long-term engagement.
• Serve as the primary point of contact for a portfolio of employers, partnering closely with Broker Partnerships, Marketing, Product, and Operations.
• Identify opportunities to increase awareness and utilization of the Rula benefit through customized communications and support.

Rula is a mental health company dedicated to providing quality, evidence-based care and reducing stigma around mental health. They are a remote-first organization with a culture of inclusion and diversity, and they currently hire in most U.S. states.

• Partner with the Chief Customer Officer to shape and execute customer strategy, ensuring consistent engagement across investor/customer health plans.
• Lead the operating rhythm for the bi-weekly Customer Advisory Committee, including agenda development, executive communications, and follow-through.
• Track adoption, value, and insights related to medication contracting, supporting annual business and financial planning with customers.

Evio is a pharmacy solutions company founded by Blue Cross Blue Shield health plans to reform high-cost medication access, serving over 20 million members. With a team of six health plan owners and a culture emphasizing empathy, diversity, and transparency, Evio is a small, intentional organization focused on transformative initiatives.

• Manage a portfolio of 45–55 mid-market accounts, driving adoption, retention, and growth while leading renewal and expansion conversations.
• Build multi-threaded relationships across personas from comp admins to C-suite, delivering compelling QBRs and executive briefings.
• Proactively identify risks, present accurate weekly forecasts, and serve as the voice of the customer with Product and Engineering teams.

CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation management. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, it empowers high-growth companies like Netflix, Figma, and Stripe and is on a fast-growing team committed to solving complex sales performance problems.

• Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
• Guide new customers through onboarding, configuration, and initial product adoption
• Monitor customer engagement and proactively identify adoption risks or opportunities

CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.

• Own customer relationships and create playbooks to drive success across a rapidly growing customer base.
• Develop deep product and market understanding to articulate value to technical and executive audiences.
• Manage renewals, identify expansion opportunities, and build customer advocates.

Recast Software empowers organizations to better manage and support users and devices by simplifying IT teams' work and enabling secure, compliant environments. It is a rapidly growing software company with its solution used by thousands of enterprise organizations in over 125 countries, impacting millions of devices and people.

• Develop and maintain long-term relationships with clients by understanding their priorities and ensuring they receive value from Surglogs’ software.
• Educate customers on new features, best practices, and monitor utilization to identify upsell and expansion opportunities.
• Onboard and train new customers with unique success plans, and ensure annual subscription renewals.

Surglogs is an award-winning software solution digitizing and streamlining regulatory compliance for ambulatory surgery centers and healthcare facilities across the US. They are a quickly growing team looking for ambitious and passionate individuals to lead the movement together.

• Lead customer success strategies for Acute and Payer segments, driving retention and growth.
• Build and manage a high-performing team of ~25, fostering executive relationships.
• Partner cross-functionally to optimize customer outcomes and revenue.

PointClickCare is a leading health tech company that helps providers deliver exceptional care through its platform. With over 30,000 provider organizations and a large dataset, it empowers employees to innovate and shape the future of healthcare, recognized for its culture and growth.

• Deliver exceptional service to assigned clients by building strong relationships and demonstrating ROI throughout their lifecycle.
• Develop and execute comprehensive Client Account Plans based on deep understanding of Intelerad's products and clients' healthcare IT needs.
• Monitor client health indicators, engagement levels, and product adoption to proactively identify risks and coordinate mitigation efforts.

Intelerad provides medical imaging solutions that streamline information flow and simplify complex processes to improve patient outcomes. With nearly 800 employees across four countries, the company fosters a collaborative culture focused on innovation and client success.

• Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion.
• Conduct regular meetings with key stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect platform capabilities to customer outcomes.
• Own GRR and NRR outcomes, proactively identify risk signals, and develop upsell and cross-sell opportunities.

Cleo provides an integration platform that helps businesses optimize supply chain and logistics processes. With over 4,000 clients and a 99% retention rate, the company fosters a culture of support and life-work balance.