Customer Success Manager

About Kodiak Solutions

Kodiak Solutions is focused on modernizing healthcare operations with technology-enabled services. Its work centers on healthcare finance, unclaimed property, risk management, and revenue cycle management, helping providers reduce complexity in financial processes so they can stay focused on patient care.

The company’s cloud-based platform combines automated workflows, data management capabilities, and real-time analytics to address the specialized needs of healthcare organizations. These tools are designed to improve revenue cycle performance, handle unclaimed property challenges, and reduce operational risk while supporting better business outcomes.

Role overview

The Customer Success Manager will play a key role in building and expanding Kodiak Solutions’ newly created Customer Success function. The position calls for someone who can deepen customer relationships, encourage product usage, and help establish repeatable processes and best practices. This is a blend of strategic advisory work and day-to-day execution in a fast-growing environment.

Responsibilities

• Act as the main contact for an assigned group of customers and maintain strong relationships across multiple levels within each account.
• Guide new customers through onboarding so implementation goes smoothly, expectations are set clearly, and value is realized early.
• Increase product usage and sustained engagement in ways that support each customer’s goals and business results.
• Track account health, spot risks and growth opportunities, and carry out plans that improve retention and outcomes.
• Represent the customer internally and work closely with Product, Implementation, Support, and Leadership teams.
• Review performance data with customers and turn insights into recommendations and forward-looking plans.
• Lead QBRs and other strategic meetings to reinforce value and strengthen long-term partnerships.
• Handle escalations and renewals for assigned accounts, ensuring issues are resolved promptly, forecasts are accurate, and renewals are successful.

Requirements

• At least 2 years of experience in Customer Success, Account Management, or a similar client-facing role within SaaS, technology, or professional services.
• Background in Healthcare Revenue Cycle is preferred, along with experience using Planhat.
• Excellent communication, presentation, and relationship-building abilities.
• Comfort with making complex topics easy to understand, managing multiple priorities, and working in both proactive and reactive ways in a fast-moving setting.

Additional information

This is a remote role based in the United States. Other duties may also be assigned beyond the responsibilities listed above.