CertifyOS · 5 months ago
Client Success Manager
United States
Full-time
Remote
Mid Level
4+ years expCertify is building innovative infrastructure for provider data products in healthcare. As a Client Success Manager, you will drive client satisfaction and retention by managing complex client projects and fostering strong relationships with enterprise clients to ensure successful outcomes.
Developer APIsHealth CareSoftware
Responsibilities
Build Client Relationships: Foster trust and loyalty by understanding clients’ business objectives and aligning Certify’s solutions to their goals
Serve as Primary Contact: Act as the go-to resource for client inquiries, delivering timely, effective solutions to ensure satisfaction
Lead Complex Client Projects: Spearhead client initiatives with strong project management, ensuring timely delivery, risk mitigation, and alignment with strategic goals
Drive Retention and Expansion: Proactively identify at-risk clients, implement strategies to reduce churn, and uncover opportunities for account expansion to fuel Certify’s growth
Master Product Expertise: Develop deep knowledge of Certify’s platform to guide clients in maximizing value and achieving success
Leverage Client Feedback: Collect and analyze client feedback to inform product enhancements, collaborating with product and development teams to prioritize client needs
Deliver Training and Resources: Design and lead engaging training sessions, webinars, and resources to empower clients in using Certify’s solutions
Monitor and Report KPIs: Track and analyze key operational and performance metrics and present actionable insights to client and Certify leadership
Collaborate Cross-Functionally: Partner with sales, implementation, operations, and product teams to ensure a seamless client journey, swift issue resolution, and successful expansion initiatives
Qualification
Required
4+ years of experience in consulting, client success, account management, or a related role, preferably with enterprise clients
Exceptional project management skills, with a proven ability to lead complex initiatives, manage resources, and deliver results in high-pressure settings
Strong ability to navigate ambiguity and complexity, with a track record of solving problems in fast-paced, dynamic environments
Proven ability to manage multiple high-value accounts while delivering exceptional client experiences and driving expansion opportunities
Strong analytical skills to interpret data, identify trends, and drive strategic decisions, including growth initiatives
Excellent communication and presentation skills, with experience leading client-facing training or webinars
Collaborative mindset with a track record of working effectively across cross-functional teams
Company
CertifyOS
CertifyOS is architecting the modern provider data infrastructure — combining best-in-class technology, best-in-class data, and deep domain expertise to transform how healthcare operates.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$59.05MKey Investors
Transformation CapitalGeneral CatalystUpfront Ventures
2025-06-26Series B· $40M
2022-09-07Series A· $14.5M
2022-02-01Seed· $4.55M
Leadership Team
Anshul Rathi
Founder and CEO
Mitchell Gorodokin
Senior Vice President of Business Development
Recent News
2025-11-05
Company data provided by crunchbase