Customer Success Manager

About CertifyOS

CertifyOS is building the data infrastructure that powers modern healthcare.

Today, healthcare organizations rely on fragmented and outdated provider data. This creates unnecessary administrative work, regulatory risk, and higher costs across the system. We’re solving that problem.

Our API-first platform automates provider licensing, enrollment, credentialing, and network monitoring by connecting directly to hundreds of primary data sources. We help healthcare organizations maintain accurate, compliant, and reliable provider networks at scale.

Our vision is simple: One API. One provider ID. Frictionless provider data.

We’re backed by leading investors and built by a team with deep experience in provider data systems. At CertifyOS, we value authenticity, accountability, collaboration, results, and openness to feedback. We’re building a high-ownership team focused on solving real infrastructure problems that impact millions of patients.

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.

What You’ll Do

• 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

What You’ll Need

• 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

Benefits of Working at Certify

At Certify, we’re building with intention and taking care of the people doing the work.

Your well-being matters to us. We provide 100% coverage of health, dental, and vision insurance premiums for employees. Our US-based team benefits from unlimited PTO, with at least two weeks off each year to recharge. In India, employees are supported with health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women.

We are an equal opportunity employer committed to building an inclusive environment where everyone feels valued and empowered to do their best work, and we welcome applicants from all backgrounds and experiences.

If you require reasonable accommodations during the application process, please contact recruiting@certifyos.com.

We are also committed to pay transparency and foster an open culture where compensation conversations are encouraged and respected.