Customer Success Manager

Aware Health

. Own a portfolio of accounts end-to-end, driving implementation, engagement, ROI, retention, and expansion .

Posted 9/17/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and customer success, with a strong focus on driving member engagement, retention, and revenue growth. Proficient in analyzing claims data and collaborating with cross-functional teams to enhance customer satisfaction and product development.

Highest-signal resume keywords

Customer Success ManagementClaims Data AnalysisAccount ManagementMember Engagement CampaignsHubSpot Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims Data AnalysisUtilization MetricsCost Containment StrategiesRetention StrategiesAccount PlanningROI ModelingDigital CampaignsProject ManagementB2B2E ModelsHealth Plan Design

Soft Skills

Excellent Communication SkillsRelationship BuildingSelf-StarterAdaptabilityCollaboration

Tools & Technologies

HubSpotAnalytics ToolsDigital Health PlatformsOnboarding SoftwareBilling Systems

Industry Keywords

Health TechEmployee BenefitsSelf-Funded Health PlansMSK HealthPhysical TherapyDigital HealthTPABenefits Consulting

About the role

Key responsibilities & impact

Own a portfolio of accounts end-to-end, driving implementation, engagement, ROI, retention, and expansion
Serve as the primary relationship holder for employers, brokers, and members
Drive member engagement through digital campaigns, HR coordination, onsite visits, and outreach strategies
Own ROI models and deliver customer ROI
Retain existing revenue and identify expansion opportunities
Build trusted relationships with employers and brokers
Maintain account plans documenting customer health, risks, commitments, and renewal timelines
Lead renewals independently
Analyze claims data, utilization, engagement, and cost-containment metrics with the analytics team
Create QBR narratives
Identify upsell and cross-sell opportunities with sales
Design and execute member activation and engagement campaigns
Coordinate awareness and incentive programs with HR contacts
Collaborate with clinical teams on scheduling waves and provider bandwidth
Project-manage new account launches across data, billing, marketing, and onboarding
Capture satisfaction feedback before the first QBR
Surface member and employer feedback for product and clinical roadmaps
Contribute to customer success process improvements

Requirements

What you’ll need

4+ years in a Customer Success or Account Management role
Background in one or more of: health tech, employee benefits, self-funded health plans, MSK/physical therapy, digital health, TPA, or benefits consulting
Familiarity with self-funded employer health plans, including broker relationships, plan design, and cost containment strategies
Ability to read and communicate using claims data, utilization metrics, or healthcare cost analysis
Proven track record of retention and growth across a book of business
Excellent verbal and written communication skills
Comfort operating in a fast-moving startup environment
Self-starter who drives their own learning
Experience working directly with employee benefits brokers or consultants strongly preferred
Familiarity with B2B2E models strongly preferred
HubSpot experience strongly preferred
Background in MSK health, physical therapy, or virtual care platforms strongly preferred

Benefits

Comp & perks

Uncapped variable compensation; 1% ARR for retained revenue and 15% commission for expansion
Early equity stake
Medical (PPO, HMO, HDHP), dental and vision
FSA administration
Life Insurance
Short/long term disability
Employee Assistance Program (EAP)
Commuter benefits
401K