Customer Success Manager

Posted 10 Days Ago
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Lehi, UT, USA
In-Office
Mid level
Healthtech • Software
The Role
Own a portfolio of 50–75 higher-value healthcare customer accounts, driving retention, adoption, engagement, renewals, and account growth. Lead customer check-ins, business reviews, training, issue resolution, and account planning. Analyze usage and feedback to identify risks and expansion opportunities, coordinate action plans, and partner with sales, support, implementation, product, and leadership teams.
Summary Generated by Built In
RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we’re connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all.

RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we're connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all. 

 

Job Description 

 

RLDatix (RLD) is on a mission to help raise the standard of care…everywhere. Trusted by over 10,000 healthcare organizations around the world, our solutions help improve health and care. Our applications ensure that patients receive the best and safest care while supporting the providers who deliver it. 

Joining TeamRLD means being part of a global effort of over 2,000 team members in making a difference in healthcare…every day. 

We're searching for a US-based Customer Success Manager to join our Patient Experience & Growth team in Lehi, Utah, so that we can help healthcare customers realize value from our solutions while driving retention, adoption, engagement, and account growth. The Customer Success Manager will own a portfolio of named, higher-value accounts (approximately 50 to 75, depending on complexity), serving as the primary relationship owner, advocate, and internal quarterback to build trusted relationships, identify risks early, and uncover expansion opportunities within existing accounts. 

 

How You'll Spend Your Time 

  • Own a portfolio of assigned customer accounts and drive retention by proactively managing adoption, engagement, account health, and renewal risk 

  • Identify opportunities for account growth, including upsell and cross-sell signals, and partner with sales teams in order to progress qualified opportunities 

  • Lead regular customer touchpoints, including check-ins, business reviews, training conversations, and issue resolution, to help customers understand performance, outcomes, and value from RLDatix Patient Experience & Growth solutions 

  • Analyze customer data, usage, feedback, and business goals in order to guide account planning, stay close to customer risks, and coordinate proactive action plans that improve retention 

  • Partner cross-functionally with implementation, support, sales, product, and leadership teams to coordinate customer needs, resolve issues, and manage competing priorities across a multi-account portfolio 

 

What Kind of Things We're Most Interested in You Having 

  • 3+ years of direct Customer Success experience, ideally within SaaS, healthcare technology, marketing technology, or a related environment 

  • Proven success owning a customer book of business and independently driving retention, engagement, adoption, and account growth across multiple stakeholders 

  • In-depth knowledge on how to translate product capabilities and customer data into clear business value, and how to manage a high-volume portfolio without losing sight of risks, follow-ups, or opportunities 

  • Ability to work on-site in Lehi, Utah on a daily basis (candidates must be local to Utah; this role is not currently planned as remote or relocation-based) 

  • Sincere interest in helping healthcare organizations attract, engage, and retain patients; experience with healthcare SaaS, marketing technology, reputation management, marketing attribution, or call tracking is a plus, as is comfort using AI-enabled workflows 

  • A knack for working cross-functionally with sales, support, implementation, product, and leadership teams, with a proactive, problem-solving mindset and familiarity with CRM systems such as Salesforce 

 

By enabling flexibility in how we work and prioritizing employee wellness, we empower our team to do and be their best. Our benefits package includes health, dental, vision, life, disability insurance, 401K, paid time off, and paid holidays. 

RLDatix is an equal opportunity employer, and our employment decisions are made without regard to race, color, religion, age, gender, national origin, disability, handicap, marital status or any other status or condition protected by Federal and/or State laws. 

As part of RLDatix's commitment to the inclusion of all qualified individuals, we ensure that persons with disabilities are provided reasonable accommodation in the job application and interview process. If reasonable accommodation is needed to participate in either step, please don't hesitate to send a note to [email protected]

Salary offers are based on a wide range of factors including location, relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also taken into consideration. 

 

Skills Required

  • 3+ years of direct Customer Success experience
  • Experience owning a customer book of business and driving retention, engagement, adoption, and account growth
  • Ability to translate product capabilities and customer data into clear business value
  • Ability to manage a high-volume customer portfolio and track risks, follow-ups, and opportunities
  • Ability to work on-site daily in Lehi, Utah; candidates must be local to Utah
  • Ability to work cross-functionally with sales, support, implementation, product, and leadership teams
  • Familiarity with CRM systems such as Salesforce
  • Experience with healthcare SaaS, marketing technology, reputation management, marketing attribution, or call tracking
  • Comfort using AI-enabled workflows

RLDatix Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RLDatix and has not been reviewed or approved by RLDatix.

  • Affordable Benefits Health coverage is often described as affordable, with HSA/FSA options and efforts to offset plan changes. Feedback suggests core medical, dental, and vision offerings deliver solid value.
  • Leave & Time Off Breadth Generous PTO and paid holidays are consistently highlighted, supporting work-life balance. Feedback suggests time-off policies are a clear strength alongside hybrid/remote flexibility.
  • Retirement Support A 401(k) with company matching is recognized as a meaningful component of total rewards. Feedback suggests retirement benefits are straightforward and dependable.

RLDatix Insights

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The Company
HQ: Chicago, IL
1,535 Employees
Year Founded: 2018

What We Do

At RLDatix, we believe that what flows through our software is more than bits and bytes — it’s human lives. This is our mantra, our mindset, our passion and our purpose. We deliver comprehensive healthcare software solutions designed to raise the standard of care for patients, providers and healthcare organizations around the world. What sets us apart: 🌎 Global reach, local impact — We serve over 10,000 organizations across 30+ countries. 💙 Culture of purpose — Our team is united by the conviction that healthcare work is a privilege. 🤝 Partnership mindset — We see ourselves as more than a vendor; we strive to be a trusted ally in improving patient safety and care. 💡 Innovation-driven — We continuously evolve our platform to help our customers stay ahead in compliance, safety, outcomes and efficiency. Join us as we continue to empower healthcare systems to do more — for their patients, staff and communities.

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