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The Client Success Manager (CSM) is a seasoned, customer-obsessed professional responsible for ensuring organizations are actively engaged, realizing value, and experiencing a smooth deployment of Big Health’s FDA-cleared treatments at scale. The CSM is accountable for renewal, expansion, and measurable clinical and financial outcomes across a strategic portfolio of customers, while contributing to the organization and refinement of internal processes and customer success playbooks that enable repeatable scale.
Job Responsibility:
Manage strategic, complex, and enterprise healthcare customers and develop account plans with clear goals, risks, and growth strategies (renewal, expansion, multi-site/service line scale)
Build relationships with clinical, operational, IT, revenue cycle, contracting, finance, and executive sponsors
run executive business reviews (JOCs/QBRs) that align on outcomes and next-best actions
Drive onboarding across complex environments, ensuring adoption targets and value realization are met against success criteria
Standardize and improve CS playbooks
Synthesize learnings across accounts to inform repeatable approaches, internal processes, and continuous improvement
Lead cross-functional workstreams across Marketing, Sales, Implementation, Clinical, Product, Market Access, and Legal to support the delivery of positive program outcomes, on time and in scope. Proactively identify and mitigate risks and issues
Partner with teams on renewal and expansion strategy
contribute to SOWs, amendments, and forecasting
Provide timely updates and executive-ready summaries to senior leadership and customer sponsors
Partner with executive stakeholders, provider leaders, and clinical champions to drive utilization, adherence, and outcomes
Coordinate with internal teams and customer stakeholders to reach eligible populations and maximize activation
Monitor and optimize provider and program performance using data to define, measure, and improve success
Maintain Salesforce as the single source of truth, rigorously updating account, opportunity, contact, activity, and forecast data to ensure clear visibility, accurate tracking, and cross-functional coordination
Build and leverage existing Salesforce dashboards/reports to surface adoption, risk, and growth signals for QBR and executive readouts
Develop and maintain executive-ready documentation, including account plans, steering committee materials, JOC/QBR decks, and value/outcomes reports
Analyze program performance and prepare concise reports and recommendations for customer executives and internal leadership
Support the Finance team in appropriate financial reporting, invoicing, forecasting, etc.
Requirements:
8+ years in Client Success, Account Management, or Consulting with significant ownership of large, complex healthcare accounts and a strong record of retention and expansion
Bachelor’s degree required
MBA/MPH or relevant graduate degree preferred
Deep familiarity with healthcare operations and change management within regulated environments required
Excellent organizational and time-management skills
disciplined risk/issue management and deadline accountability
Exceptional communication and interpersonal skills with demonstrated executive presence
able to build and sustain strong relationships across clinical, operational, and executive stakeholders
Analytical fluency and the ability to translate utilization and outcomes data into credible ROI narratives
Experience collaborating cross-functionally and coordinating complex programs
Comfort with analytics tools (e.g. - Looker) and CRM/CS tools (e.g., Salesforce, Gainsight)
Nice to have:
Experience in digital health and/or behavioral health is a plus
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