About Health Note

Health Note is reimagining the front door of healthcare with AI. We automate patient intake, AI voice scheduling, and clinical documentation so clinics and health systems can operate more efficiently and patients can get where they need to go faster. Our fastest-growing product is AI voice scheduling, which answers calls instantly, books or routes appointments, and helps healthcare organizations manage demand without relying on overloaded front desk teams or call centers.

About the role

We are hiring a Customer Success Manager to own a portfolio of accounts and ensure customers continue to get meaningful value from Health Note over time.

This person will be the primary point of contact for their accounts. They will build trusted relationships, drive adoption, manage risk, and keep customer priorities moving. They will also own renewals across their book of business and help drive expansion within existing accounts.

his is a high-agency role for someone who is comfortable working autonomously, navigating ambiguity, and building structure in a fast-moving environment. It is best suited for someone who builds trust quickly, communicates clearly, stays highly organized, and moves cross-functional work forward without unnecessary friction.

What you’ll do

• Own a portfolio of customer accounts from post-implementation through renewal

• Serve as the primary point of contact for your accounts

• Drive adoption, retention, and long-term customer value

• Lead check-ins, follow-up, and account planning

• Identify and manage risks, blockers, and next steps

• Own renewals and drive expansion within existing accounts

• Share customer feedback and product themes internally

What you bring

• 3+ years in customer success, account management, or a similar post-sale role in healthtech SaaS

• Experience managing customer relationships end to end

• Strong track record of renewals, retention, and churn reduction

• Ability to manage risk and lead renewal conversations directly

• Comfortable identifying and advancing expansion opportunities within existing accounts

• High agency and sound judgment in ambiguous environments

• Experience building or improving processes as a company scales

• Comfortable using data to spot issues, measure outcomes, and prioritize action

• Strong organization, follow-through, and cross-functional coordination

• Able to handle customer issues calmly and professionally

• Familiarity with HubSpot and Intercom