About NexHealth
Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides instant meal delivery and unlimited streaming why do you still have to call to schedule a doctors appointment and fill out a clipboard in the waiting room
NexHealths mission is to accelerate innovation in healthcare by connecting patients providers and building the infrastructure layer for modern healthcare connecting thousands of fragmented on-premise and closed EHR systems into a single modern platform that powers software APIs payments and patient experiences across the ecosystem.
- Founded: 2017
- Headquarters: San Francisco CA
- Funding: $177M Series C
- Employees: 200
- Trusted by tens of thousands of providers and hundreds of health-tech developers forging the infrastructure layer that modern healthcare needs
About the Role
The Account Manager Risk Mitigation is responsible for proactively identifying engaging and stabilizing customers who show early signs of adoption risk. This role focuses on preventing churn through structured outreach consultative discovery re-onboarding and adoption recovery ensuring customers realize sustained value from the products theyve already purchased.
This is a highly process-driven role that blends customer-facing consultative work with disciplined case management and data-informed decision-making. Success is measured by adoption recovery customer health improvement and workflow execution.
What Youll Do
Proactive Risk Identification & Qualification
- Manage a queue of Risk Mitigation tickets generated through automated workflows and internal referrals
- Validate eligibility based on adoption thresholds customer needs and willingness to engage
- Assess underutilized SKUs usage vs. entitlements and customer readiness for remediation
- Prioritize risk cases based on severity impact and urgency
Customer Engagement & Discovery
- Execute structured multi-touch outreach campaigns using HubSpot (email calls sequences)
- Conduct discovery calls to uncover root causes of product underutilization
- Build trust and credibility through empathetic consultative conversations
- Clearly set expectations agendas and next steps with customers
Re-Onboarding Training & Solutioning
- Deliver training reimplementation or optimization sessions tailored to customer workflows
- Configure tools and demonstrate best-practice usage across relevant features
- Develop and document success plans aligned to customer goals and daily operations
- Gain customer buy-in and commitment to adoption milestones
Adoption Monitoring & Follow-Up
- Monitor post-consultation usage through dashboards and reporting tools
- Proactively intervene if adoption stalls or regresses
- Adjust success plans based on usage trends and customer feedback
- Graduate customers once adoption milestones are achieved
Case Management & Documentation
- Maintain accurate and timely documentation in HubSpot across all required fields
- Log outreach meetings discovery findings success plans and closure summaries
- Ensure clean case closures with clearly defined outcomes and learnings
- Contribute to accurate reporting and visibility for leadership
What Youll Bring
- 2 years of experience in Customer Success Account Management Implementation or Onboarding
- Strong discovery communication and consultative problem-solving skills
- Comfort engaging customers via phone video and written communication
- Experience working in structured workflows and CRMs (HubSpot preferred)
- Ability to analyze usage data and translate insights into action
- Strong time management and follow-through in a high-volume environment
Bonus Points For
- Experience in customer success churn prevention or adoption-focused roles
- SaaS or healthcare technology experience
- Familiarity with training onboarding or reimplementation motions
- Experience managing multiple concurrent customer cases
Compensation
Actual salaries will vary depending on factors including but not limited to location experience and performance. The range listed below is the total target cash compensation (TTCC) and includes base compensation and variable compensation in the form of commissions. Variable compensation type is determined by your role and level. Other benefits may include stock options an unlimited paid time off policy and up to 100% coverage on medical vision and dental insurance.
NexHealth Compensation Range
$125000$150000 USD
Benefits
- Full Medical Dental and Vision (up to 100% covered)
- 401K and commuter benefits
- Flexible PTO
- High-impact work that directly improves the healthcare experience for millions
Our Values
- Solve the customers problems not yours
When making decisions think from the perspective of the customer. Its easy to make decisions that make our lives simpler but not the customers. - Do the things others are not willing to do
As a Nexer always go after the hardest problems. Pursue things at the highest quality. Move at the fastest pace. - Take ownership
Act like a founder. Own your roles destinies mistakes behavior and our mission. The buck stops with each of us - no blaming or excuses. - Say whats on your mind with positive intent
Be direct proactive transparent and frequent in your communication. - Default trust
As a Nexer you do not have to earn trust trust is given to you by default. If we by default trust each other our speed of communication feedback information sharing and overall improvements will be a lot faster. - Think in first principles
We first identify the problem and then break it down to its fundamentals before diving into solutions. We constantly ask why to validate our assumptions.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin sex gender expression sexual orientation age marital status veteran status or disability status. We provide reasonable accommodation for individuals with disabilities to participate in the application or interview process. Contact to request assistance.
Required Experience:
Manager
About NexHealthOur healthcare system remains frustratingly analog. When you live in a world of one-tap car rides instant meal delivery and unlimited streaming why do you still have to call to schedule a doctors appointment and fill out a clipboard in the waiting roomNexHealths mission is to accelera...
About NexHealth
Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides instant meal delivery and unlimited streaming why do you still have to call to schedule a doctors appointment and fill out a clipboard in the waiting room
NexHealths mission is to accelerate innovation in healthcare by connecting patients providers and building the infrastructure layer for modern healthcare connecting thousands of fragmented on-premise and closed EHR systems into a single modern platform that powers software APIs payments and patient experiences across the ecosystem.
- Founded: 2017
- Headquarters: San Francisco CA
- Funding: $177M Series C
- Employees: 200
- Trusted by tens of thousands of providers and hundreds of health-tech developers forging the infrastructure layer that modern healthcare needs
About the Role
The Account Manager Risk Mitigation is responsible for proactively identifying engaging and stabilizing customers who show early signs of adoption risk. This role focuses on preventing churn through structured outreach consultative discovery re-onboarding and adoption recovery ensuring customers realize sustained value from the products theyve already purchased.
This is a highly process-driven role that blends customer-facing consultative work with disciplined case management and data-informed decision-making. Success is measured by adoption recovery customer health improvement and workflow execution.
What Youll Do
Proactive Risk Identification & Qualification
- Manage a queue of Risk Mitigation tickets generated through automated workflows and internal referrals
- Validate eligibility based on adoption thresholds customer needs and willingness to engage
- Assess underutilized SKUs usage vs. entitlements and customer readiness for remediation
- Prioritize risk cases based on severity impact and urgency
Customer Engagement & Discovery
- Execute structured multi-touch outreach campaigns using HubSpot (email calls sequences)
- Conduct discovery calls to uncover root causes of product underutilization
- Build trust and credibility through empathetic consultative conversations
- Clearly set expectations agendas and next steps with customers
Re-Onboarding Training & Solutioning
- Deliver training reimplementation or optimization sessions tailored to customer workflows
- Configure tools and demonstrate best-practice usage across relevant features
- Develop and document success plans aligned to customer goals and daily operations
- Gain customer buy-in and commitment to adoption milestones
Adoption Monitoring & Follow-Up
- Monitor post-consultation usage through dashboards and reporting tools
- Proactively intervene if adoption stalls or regresses
- Adjust success plans based on usage trends and customer feedback
- Graduate customers once adoption milestones are achieved
Case Management & Documentation
- Maintain accurate and timely documentation in HubSpot across all required fields
- Log outreach meetings discovery findings success plans and closure summaries
- Ensure clean case closures with clearly defined outcomes and learnings
- Contribute to accurate reporting and visibility for leadership
What Youll Bring
- 2 years of experience in Customer Success Account Management Implementation or Onboarding
- Strong discovery communication and consultative problem-solving skills
- Comfort engaging customers via phone video and written communication
- Experience working in structured workflows and CRMs (HubSpot preferred)
- Ability to analyze usage data and translate insights into action
- Strong time management and follow-through in a high-volume environment
Bonus Points For
- Experience in customer success churn prevention or adoption-focused roles
- SaaS or healthcare technology experience
- Familiarity with training onboarding or reimplementation motions
- Experience managing multiple concurrent customer cases
Compensation
Actual salaries will vary depending on factors including but not limited to location experience and performance. The range listed below is the total target cash compensation (TTCC) and includes base compensation and variable compensation in the form of commissions. Variable compensation type is determined by your role and level. Other benefits may include stock options an unlimited paid time off policy and up to 100% coverage on medical vision and dental insurance.
NexHealth Compensation Range
$125000$150000 USD
Benefits
- Full Medical Dental and Vision (up to 100% covered)
- 401K and commuter benefits
- Flexible PTO
- High-impact work that directly improves the healthcare experience for millions
Our Values
- Solve the customers problems not yours
When making decisions think from the perspective of the customer. Its easy to make decisions that make our lives simpler but not the customers. - Do the things others are not willing to do
As a Nexer always go after the hardest problems. Pursue things at the highest quality. Move at the fastest pace. - Take ownership
Act like a founder. Own your roles destinies mistakes behavior and our mission. The buck stops with each of us - no blaming or excuses. - Say whats on your mind with positive intent
Be direct proactive transparent and frequent in your communication. - Default trust
As a Nexer you do not have to earn trust trust is given to you by default. If we by default trust each other our speed of communication feedback information sharing and overall improvements will be a lot faster. - Think in first principles
We first identify the problem and then break it down to its fundamentals before diving into solutions. We constantly ask why to validate our assumptions.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin sex gender expression sexual orientation age marital status veteran status or disability status. We provide reasonable accommodation for individuals with disabilities to participate in the application or interview process. Contact to request assistance.
Required Experience:
Manager
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