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About the Role

Join Healthie's Customer Success team and make a meaningful impact on healthcare accessibility and innovation through our AI-powered, HIPAA-compliant platform. This role focuses on building strategic relationships with healthcare executives and driving customer success.

Responsibilities

• Build strategic relationships with healthcare executives, practice managers, and clinical champions transforming patient care.
• Master customer workflows, understanding patient care goals and operational objectives while positioning Healthie for maximum impact.
• Create and execute success plans and QBRs tracking clinical KPIs and operational metrics.
• Identify expansion opportunities and optimization strategies that foster sustainable practice growth.
• Diagnose operational inefficiencies and clinical workflow bottlenecks, implementing solutions that deliver lasting value.
• Provide expert guidance throughout the customer journey—from onboarding and training to renewal and expansion.
• Serve as primary escalation point to resolve issues quickly and maintain exceptional customer satisfaction.
• Collaborate with Product, Engineering, Sales, and Marketing teams to shape platform enhancements reflecting real provider and patient needs.
• Drive measurable revenue and customer health improvements while building meaningful healthcare partnerships and serving as the voice of healthcare within our organization.

Requirements

• 3+ years in customer-facing roles with proven customer success expertise, ideally in healthcare, healthtech, or high growth SaaS technology companies.
• Experience supporting a book of business and building strong client relationships, contributing to customer health, retention, and growth with guidance from senior team members.
• Proactive, customer-first approach to helping clients get value from the platform, learning how to position features and best practices effectively.
• Ability to confidently lead recurring customer calls and support business reviews, with coaching and partnership from senior teammates when navigating more complex conversations.
• Strong communicator who can clearly explain product workflows and concepts to healthcare teams, from individual providers to operations leads.
• Ability to manage accounts independently day-to-day, while knowing when to escalate risk, ask for support, and collaborate cross-functionally.
• Developing strong domain knowledge of our platform and client workflows, and comfortable supporting configurations, basic integrations, and troubleshooting alongside Implementation and Support.
• Building understanding of healthcare operations and business models, with a strong interest in deepening industry expertise.
• Willingness to travel as needed to support customer relationships, strategic initiatives, and team collaboration.
• Contribute positively to team goals, support expansion opportunities, renewals and collaborate with Sales and Product to advocate for customer needs.
• U.S. work authorization is required.

Skills

• Customer Success
• Healthcare
• Healthtech
• SaaS
• Client Relationship Building
• Communication
• Account Management
• Platform Configuration
• Integration Support
• Troubleshooting

Location

• NYC

Work Type

• Full-time
• Hybrid

Experience Level

• 3+ years

About the Company

• Healthie is building infrastructure for modern healthcare delivery with an API-first, ONC-Certified EHR for healthcare delivery outside of the hospital.
• Their platform provides EHR, scheduling, patient engagement, billing, and more, accessible via modern APIs and a white-labeled UI.
• Over 2.5 billion API calls are made to Healthie monthly by thousands of organizations serving over 17 million patients.
• They believe in the power of technology to improve access to healthcare and are building the rails to make this a reality.
• The company operates with speed and quality, is customer-obsessed, has a public product roadmap, and focuses on how care is delivered.
• Healthie is backed by leading investors, has raised $42M to date, and has been profitable for over half of its operational time.
• Learn more at https://www.gethealthie.com/

Equal Opportunity

• Healthie participates in e-verify.
• Healthie is committed to equal employment opportunity. All qualified applicants will receive consideration for employment without regard to and will not be discriminated against based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other protected category.
• They are proud to be building a diverse and inclusive environment that encourages collaboration, creativity, and growth.