Client Success Manager

About CertifyOS

CertifyOS is building the data infrastructure that powers modern healthcare. Today, healthcare organizations rely on fragmented and outdated provider data, creating unnecessary administrative work, regulatory risk, and higher costs across the system.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.

What You'll Do

• Support Client Relationships: Help build trust and loyalty by learning clients' business objectives and supporting Client Success Managers in aligning Certify's solutions to their goals.

• Respond to Client Inquiries: Serve as a first point of contact for day-to-day client questions, providing timely, helpful responses and escalating complex issues as needed.

• Coordinate Client Projects: Assist in the execution of client initiatives by tracking tasks, timelines, and deliverables to keep projects on schedule.

• Support Retention Efforts: Monitor client health indicators, flag at-risk accounts to senior team members, and help implement strategies to keep clients engaged and satisfied.

• Build Product Knowledge: Develop a strong working knowledge of Certify's platform to help clients navigate features and answer common questions.

• Gather Client Feedback: Collect and organize client feedback and share insights with the Client Success, product, and development teams.

• Assist with Training and Resources: Help prepare and deliver training sessions, webinars, and support materials that empower clients to use Certify's solutions.

• Track KPIs: Help gather, maintain, and report key operational and performance metrics, and support the preparation of client-facing updates.

• Collaborate Cross-Functionally: Work with sales, implementation, operations, and product teams to support a seamless client journey and timely issue resolution.

What You'll Need

• 1+ years of experience in client success, customer support, account coordination, or a related role; internship experience or a strong interest in health tech and SaaS will be considered.

• Strong organizational and time-management skills, with the ability to track multiple tasks and priorities in a fast-paced environment.

• A proactive, problem-solving mindset and willingness to learn in a dynamic, evolving setting.

• Ability to support multiple accounts while helping deliver a positive client experience.

• Comfort working with data and basic analytics tools (e.g., Excel, Google Sheets) to help track metrics and trends.

• Strong written and verbal communication skills, with an interest in developing client-facing and presentation abilities.

• A collaborative, team-first attitude and eagerness to work across cross-functional teams.

• A Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience.