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Healthix

Senior Manager, Customer Success

Healthix

. Own a portfolio of complex, high-priority customer accounts, with accountability for account strategy, retention, growth, and long-term value realization.

Posted 11/6/2026full-timeNew York City • New York • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic account management and customer success within the healthcare sector, focusing on relationship building, measurable outcomes, and effective communication with executive stakeholders. Proficient in analyzing customer health and driving adoption and retention strategies to enhance long-term value realization.

Highest-signal resume keywords
Strategic Account ManagementCustomer Success PlanningHealthcare Operations KnowledgeEHR and Health Data Systems ExperienceExecutive-Level Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer OnboardingAccount Growth StrategiesAnalytical JudgmentProblem-SolvingPortfolio Management
Soft Skills
Relationship BuildingInfluencing Without AuthorityMentoring PeersConsultative CommunicationPresentation Skills
Tools & Technologies
Microsoft OfficeSalesforceHealth Information Exchange PlatformsClinical PortalsEHR Systems
Industry Keywords
Healthcare AdministrationClient ServicesPublic HealthHealth ITCustomer Engagement

About the role

Key responsibilities & impact
  • Own a portfolio of complex, high-priority customer accounts, with accountability for account strategy, retention, growth, and long-term value realization.
  • Develop and deliver executive-level presentations, strategic account plans, and value narratives connecting Healthix capabilities to customer priorities.
  • Lead customer-facing onboarding and adoption strategy for complex implementations.
  • Build and sustain trusted-advisor relationships with executive sponsors, clinical leaders, operational users, and IT partners.
  • Develop and execute strategic account and customer success plans tied to measurable adoption, utilization, and business outcomes.
  • Analyze customer health, satisfaction, engagement, and usage trends; anticipate retention risks and lead mitigation plans.
  • Lead executive business reviews and success planning sessions.
  • Identify, qualify, and advance cross-sell, upsell, and account-growth opportunities with sales.
  • Coordinate with sales, product, project management, and operations to resolve barriers and translate feedback into improvements.
  • Maintain CRM records and portfolio reporting, including stakeholder maps, success plans, account health, risks, and growth opportunities.
  • Support customer engagement initiatives, industry events, conferences, and in-person meetings.
  • Lead strategic customer initiatives, mentor customer success peers, and develop repeatable playbooks, tools, and practices.
  • Participate in person customer engagement events such as Health Fairs and conferences.

Requirements

What you’ll need
  • Bachelor’s degree in healthcare administration, Business, Public Health, or a related field.
  • Minimum of six (6) years of progressive experience in customer success, strategic account management, client services, relationship management, or a comparable customer-facing role, including ownership of complex accounts in healthcare or health IT.
  • Experience managing complex relationships with healthcare customers such as health systems, payers, provider organizations, public health entities, or community-based partners.
  • Demonstrated success independently leading strategic accounts and delivering measurable improvements in customer onboarding, adoption, retention, value realization, and account growth.
  • Proven ability to build executive-level credibility, influence decisions without direct authority, and align executive sponsors, clinicians, operational leaders, and technical stakeholders around shared goals.
  • Excellent verbal, written, presentation, and consultative communication skills, including experience leading executive business reviews and communicating customer value to senior stakeholders.
  • Strong understanding of healthcare operations, terminology, customer workflows, and technology-enabled solutions.
  • Experience working with EHRs, clinical portals, health information exchange platforms, or other health data systems is strongly preferred.
  • Strong analytical judgment and problem-solving skills.
  • Ability to independently prioritize a complex customer portfolio, lead cross-functional initiatives, and mentor peers while maintaining disciplined execution and follow-through in a fast-paced environment.
  • Proficient in Microsoft Office applications and CRM platforms such as Salesforce.
  • Ability to travel for customer meetings, conferences, and on-site engagement events as needed.