Customer Success Manager

 

ABOUT KODIAK SOLUTIONS

At Kodiak Solutions, we’re dedicated to transforming the healthcare industry through cutting-edge, technology-driven solutions. We specialize in healthcare finance, unclaimed property, risk management, and revenue cycle management, helping healthcare organizations streamline complex financial operations. Our mission is to simplify and optimize processes, so healthcare providers can focus on delivering excellent patient care.

Powered by our innovative platform, we offer cloud-based systems, automated workflows, and advanced data management tools designed to address the unique challenges in healthcare. Whether it's improving revenue cycle efficiency, navigating unclaimed property issues, or mitigating risk, our platform delivers real-time, actionable insights to drive better outcomes

 

About the Role 

We’re looking for a proactive and organized Customer Success & Project Manager (CSPM) to join our team. This hybrid role combines relationship management with strong project management execution. You’ll be the trusted advisor to our customers - guiding them to success, ensuring they realize the full value of our solutions, and leading projects that drive measurable results. 

What You’ll Do 

• Build and maintain strong, long-lasting customer relationships. 
• Serve as the primary point of contact for key accounts, ensuring a smooth customer journey from onboarding through renewal. 
• Manage multiple customer projects simultaneously—scoping, planning, and executing deliverables on time and within expectations. 
• Develop and track customer success and project plans, including timelines, milestones, resources, and risks. 
• Facilitate cross-functional collaboration between Sales, Product, Support, Marketing and Customer Success to align on project outcomes and customer goals. 
• Conduct regular project updates and business reviews with customers and internal stakeholders. 
• Drive adoption, engagement, and measurable results by aligning project deliverables with customer success outcomes. 
• Identify opportunities for expansion, upsell potential, and process improvement while mitigating risks. 
• Track and report on project and customer health metrics to ensure long-term retention and growth. 

What We’re Looking For 

• 3–5 years of experience in Customer Success, Account Management, or Project Management (preferably in SaaS or technology). 
• A consultative, problem-solving mindset with a focus on delivering value. 
• Strong project management skills with a proven ability to manage multiple projects/accounts at once. 
• Proficiency with project management tools (Microsoft Project). 
• Excellent communication and stakeholder management skills—comfortable engaging with both executives and end users. 
• Ability to translate customer goals into actionable project plans. 
• Highly organized, detail-oriented, and comfortable working with deadlines. 
• Analytical mindset with the ability to leverage data for insights and decisions. 

Bonus Points For 

• PMP or CAPM certification. 
• Experience leading customer onboarding or change management initiatives. 
• Familiarity with customer lifecycle frameworks and success metrics. 
• Background in SaaS, tech, or professional services. 

Why Join Us 

• Play a dual role where customer advocacy meets project leadership.
• Collaborate with a passionate, cross-functional team.
• Directly influence customer satisfaction, retention, and company growth.
• Access to ongoing professional development and career growth opportunities.