Customer Success Manager

Trek Health is a financial intelligence platform for healthcare providers, and they are seeking a Customer Success Manager for their mid-market accounts. This role involves managing the full post-sale lifecycle, driving customer success through strategic initiatives, and advancing expansion opportunities with Trek's AI-powered products.

Responsibilities:

• Own the full post-sale experience for a book of mid-market accounts — from executive kickoff through onboarding, QBRs, and renewal
• Run strategic, outcome-driven QBRs that surface risk and opportunity — not status updates
• Execute Trek's cross-sell expansion motion: identify, qualify, and advance opportunities across Trek's product lines like a mini sales cycle
• Generate CS-qualified leads through structured discovery conversations and partner with Sales to close
• Build proactive churn mitigation plans for at-risk accounts before risk becomes a problem
• Partner with Solution Engineering to scope and sequence implementation work for clients
• Collaborate with Sales on warm handoffs, and with Marketing to source case studies and referrals from healthy accounts
• Use AI tooling — Claude, Cowork, and LLMs — to accelerate account prep, reporting, and workflow efficiency across your book