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Customer Success Manager – Healthcare Platform

Ottomatik.io · San Jose

Mid 🇬🇧 English

Job description

About the role

We are seeking a relationship‑driven Customer Success Manager to own the core of our business – the connections between physicians, nurse practitioners and physician assistants on the Single Aim platform. This role goes beyond traditional support; you will act as a matchmaker, problem‑solver and trusted peer for our clinical partners.

Key responsibilities

  • Lead end‑to‑end onboarding for physicians, NPs and PAs, from sign‑up through successful matching.
  • Vet new providers, understand practice needs and guide them through collaborative agreements.
  • Manage strategic matchmaking using high‑touch communication (calls, texts, emails).
  • Serve as primary contact for larger clients and key physician partners, ensuring trust, satisfaction and retention.
  • Proactively identify and resolve complex relationship or operational issues before escalation.
  • Operate in an evolving admin environment, manually fixing issues and using judgment to keep workflows moving.
  • Collaborate with the Founder to translate feedback into product and process improvements.
  • Build and refine scalable customer success processes and best practices.
  • Maintain accurate records of interactions, matches and account status using internal tools, CRMs and spreadsheets.

Required profile

  • 3+ years of experience in healthcare customer success, provider relations, or clinical operations.
  • Or a clinical background (NP, PA, RN) with a strong desire to move into an operational role.
  • Deep familiarity with U.S. healthcare workflows, including credentialing, malpractice, supervision and scope of practice.
  • Excellent written and verbal communication skills, able to speak credibly with clinicians.
  • Highly proactive, outgoing and comfortable picking up the phone to resolve issues.

Required skills

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    Published 1 month ago

    Expires 1 day from now

    52 views · 0 interested

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    Ottomatik.io

    San Jose