Customer Success Manager

At zakipoint Health, we are dedicated to transforming healthcare through innovative solutions and a passionate team. Explore exciting career opportunities with us and contribute to making a meaningful impact in the health industry. Whether you are an experienced professional or just starting your career, we offer a collaborative environment where your skills and ideas can thrive. Apply today and be a part of our mission to revolutionize healthcare.

We are seeking a driven and strategic Customer Success Manager (CSM) to strengthen partnerships, maximize client outcomes, and support revenue growth. You’ll own a portfolio of clients, primarily TPAs, health plans, and benefits consultants, helping them unlock measurable ROI and scale their impact through our platform. This is a highly cross‑functional role that blends relationship management, engagement strategy, and solution delivery.

You will collaborate with internal product, engineering, data, and marketing teams to ensure client goals are met and exceeded.

• Own client relationships from implementation through renewal, acting as a strategic advisor to TPA, employer, and broker stakeholders
• Build and maintain executive‑level relationships with operations, clinical, and financial stakeholders
• Develop customized success plans with KPIs tied to engagement, savings, and platform adoption
• Act as the primary point for issue resolution, proactive risk management, and strategic account planning.
• Deliver quarterly business reviews (QBRs), usage analytics, and ROI narratives

• Drive member activation and campaign engagement within the first 90 days of launch
• Guide TPAs and employers in targeting member cohorts (e.g., high-cost claimants, chronic conditions)
• Customize campaigns and engagement journeys using our native mobile app and web portal.
• Provide ongoing product training, knowledge‑sharing, and support to ensure client autonomy
• Identify Expansion Opportunities and lead upsell conversations based on client needs
• Partner with Marketing to create case studies and showcase measurable outcomes.

• Capture product feedback, advocate for enhancements aligned with client priorities.
• Achieve quarterly targets for renewals, upsells, and cross‑sell revenue
• Represent the client voice in collaboration with Product, Engineering, and Data teams
• Continue to the ongoing development of zakipoints Client Success playbooks.
• Utilize CRM and project management tools to streamline delivery and execution.

• Bachelor’s degree preferred in healthcare, technology, business, or related field
• Minimum 3+ years in client success, account management, consulting, or sales, ideally in healthcare SaaS or employer benefits
• Strong relationship management experience, including VP and C-level stakeholders
• Proven success in driving contract renewals, upsells, and account expansion
• Deep understanding or strong interest in the self‑funded insurance space, including TPAs, stop‑loss, PBMs, and employer‑led benefit strategies
• Exceptional communication, presentation, and consultative skills
• Highly collaborative and proactive in cross‑functional environments
• Ability to distill complex technical solutions into client business value
• Strong organizational skills and comfort with CRM, analytics tools, and reporting dashboards

• Client-Centric Mindset:
  Obsessed with delivering value, measurable outcomes with curiosity to enquire about the north star for customers
• Analytical Thinker:
  Data-driven with ability to interpret KPIs and engagement trends
• Ownership driven bias for Action:
  Proactive problem‑solver who thrives on accountability
• Committed to continuous learning:
  Committed to learning in an evolving high growth company, technology and healthcare environment
• Team-Player:
  Highly collaborative with empathy in working with internal teams and external partners
• Cultivate a positive environment: bringing positive energy to workplace, team members and stakeholders to bring out the best
• Passion for Healthcare:
  Committed to improving care, access, and outcomes through better technology

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