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August HealthAugust HealthUnited States

Customer Success Manager, Billing

Customer Success Manager owning post-go-live relationships for August Health's billing platform in senior living. Drive adoption, monitor health metrics, resolve issues, identify upsell opportunities, and ensure customers achieve ROI through financial expertise and proactive engagement.

Salary not listed
RemoteCustomer Success

About the role

Responsibilities

  • Serve as the main point of contact for assigned customers, building and maintaining strong, long-lasting client relationships.
  • Assess and understand existing customer configurations, workflows, and data structures—identifying the best system configuration approaches to meet evolving customer needs.
  • Develop a deep understanding of each customer’s goals, business challenges, and success metrics.
  • Rapidly understand how a customer’s current system is configured.
  • Conduct regular check-ins and strategic calls to foster engagement and trust.
  • Drive platform adoption and ensure customers are utilizing key features to achieve ROI.
  • Monitor customer health metrics and proactively address risks.
  • Identify early signs of dissatisfaction and work cross-functionally to resolve issues.
  • Identify and nurture opportunities for expansion, including upsells.
  • Lead regular success reviews with key stakeholders to evaluate performance, outcomes, and future goals.
  • Analyze customer data to surface insights, trends, and opportunities for optimization.
  • Partner with customers to define measurable success metrics and report on progress.
  • Advocate for customer needs internally and contribute to product feedback loops.
  • Represent the company at customer sites, conferences, and strategic meetings (travel up to 25%).

Requirements

  • Strong financial literacy, with experience in billing, accounting, business office management, revenue cycle management, or another finance-related discipline.
  • Comfortable working in spreadsheets (Excel/Google Sheets) and learning new systems quickly.
  • Strong problem-solving skills with a willingness to dig into ambiguous or unfamiliar challenges.
  • Clear and professional communication skills, with comfort in customer-facing settings.
  • Proactive and resourceful—willing to take ownership and figure things out.
  • Excited to work in a fast-paced, evolving environment.

Nice-to-Haves

  • Experience in healthcare or senior living operations.
  • Experience with data entry, data analysis, or system configuration.
  • Exposure to SaaS, healthcare, or senior living environments.

Skills

billingaccountingrevenue cycle managementExcelGoogle SheetsData AnalysisSaaShealthcaresenior living

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