Client Success Manager

About Certify:

At CertifyOS, we're building the infrastructure that powers the next generation of provider data products, making healthcare more efficient, accessible, and innovative. Our platform is the ultimate source of truth for provider data, offering unparalleled ease and trust while making data easily accessible and actionable for the entire healthcare ecosystem.

What sets us apart? Our cutting-edge, API-first, UI-agnostic, end-to-end provider network management platform automates licensing, enrollment, credentialing, and network monitoring like never before. With direct integrations into hundreds of primary sources, we have an unbeatable advantage in enhancing visibility into the entire provider network management process. Plus, our team brings over 25+ years of combined experience building provider data systems at Oscar Health, and we're backed by top-tier VC firms who share our bold vision of creating a one-of-a-kind healthcare cloud that eliminates friction surrounding provider data.

But it's not just about the technology; it's about the people behind it. At Certify, we foster a meritocratic environment where every voice is heard, valued, and celebrated. We're founded on the principles of trust, transparency, and accountability, and we're not afraid to challenge the status quo at every turn. We're looking for purpose-driven individuals like you to join us on this exhilarating ride as we redefine healthcare data infrastructure.

About the role:

Join Certify as a Client Success Manager (CSM) to drive client satisfaction, retention, and growth in a fast-paced, dynamic environment. In this critical role, you’ll orchestrate complex client projects, navigate ambiguity with confidence, and build strong relationships with enterprise clients to transform challenges into successes. You’ll excel at managing multiple high-stakes accounts, leveraging data-driven insights, driving client expansion opportunities, and collaborating across teams to deliver exceptional client experiences. If you’re passionate about leading through complexity, driving impactful outcomes, and thriving under pressure, this is your opportunity to make a difference.

• 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

• 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

Why Join Certify?

At Certify, you’ll join a passionate team dedicated to empowering clients through innovative solutions in a fast-paced, high-growth environment. We value collaboration, creativity, and a relentless focus on client success. As a CSM, you’ll drive meaningful impact by leading client initiatives and fostering growth in a dynamic organization.

At Certify, we're committed to creating an inclusive workplace where everyone feels valued and supported. As an equal opportunity employer, we celebrate diversity and warmly invite applicants from all backgrounds to join our vibrant community.