Customer Success Manager

Customer Success Manager
Remote

At Kodiak Solutions, we’re dedicated to transforming the healthcare industry through cutting-edge, technology-driven solutions. We specialize in healthcare finance, unclaimed property, risk management, and revenue cycle management, helping healthcare organizations streamline complex financial operations. Our mission is to simplify and optimize processes, so healthcare providers can focus on delivering excellent patient care.

Powered by our innovative platform, we offer cloud-based systems, automated workflows, and advanced data management tools designed to address the unique challenges in healthcare. Whether it's improving revenue cycle efficiency, navigating unclaimed property issues, or mitigating risk, our platform delivers real-time, actionable insights to drive better outcomes. 

The Customer Success Manager has the responsibility for helping build and scale Kodiak Solutions’ newly established Customer Success function by developing strong customer partnerships, driving adoption, and creating scalable frameworks and best practices. This role combines strategic influence with hands‑on execution, serving as a trusted advisor to clients while collaborating cross‑functionally to bring structure, consistency, and long‑term value in a dynamic, growth‑oriented environment.

Essential Duties and Responsibilities may include the following.  Other duties may also be assigned.

    • Serve as the primary point of contact for an assigned portfolio of customers, building trusted, multi‑level relationships.
    • Lead customer onboarding to ensure successful implementation, clear expectations, and early value realization.
    • Drive product adoption and ongoing engagement aligned to customer goals and business outcomes.
    • Monitor account health, identify risks and opportunities, and execute action plans to improve retention and results.
    • Act as a customer advocate by partnering cross‑functionally with Product, Implementation, Support, and Leadership.
    • Analyze and review performance metrics with customers, delivering insights, recommendations, and strategic roadmaps.
    • Facilitate QBRs and other strategic touchpoints to demonstrate value and strengthen long‑term partnerships.
    • Manage escalations and renewals for assigned accounts, ensuring timely issue resolution, accurate forecasting, and successful renewals.

Qualifications:
    • 2+ years of experience in Customer Success, Account Management, or related client facing‑roles in SaaS, technology, or professional services.  
    • Experience in the Healthcare Revenue Cycle industry and Planhat, preferred.
    • Strong communication, presentation, and relationship building‑ skills.  
    • Ability to simplify complex information, manage competing priorities, and work both proactively and reactively in a fast-moving‑ environment.