Customer Success Manager (Bay Area & Central Valley)

TadHealth is hiring a Customer Success Manager to own a book of accounts across the Bay Area and Central Valley. The role drives platform adoption, renewals, and expansion while partnering with customers, Product, and internal teams to improve customer success practices.

Responsibilities:

• Own renewals and expansion for your book, including forecasting and pursuing revenue opportunities
• Drive accounts to defined usage milestones through onboarding, training, and tailored success plans
• Build relationships at every level of a district or county organization, including leaders with real authority, not just day-to-day champions
• Facilitate privacy and compliance conversations (FERPA, HIPAA, and similar) with confidence, working with our privacy and policy teams so reviews don’t stall adoption
• Share customer insight with Product and help shape the roadmap
• Create repeatable playbooks and improve how the team works

Requirements:

• At least 3 years in customer success, account management, or a similar customer-facing role in B2B SaaS, with ownership of a book of business
• Experience at an early or growth-stage startup
• A record of driving technical/platform adoption among non-technical users
• Self-direction when priorities shift and the process doesn't exist yet
• A general comfort in privacy and compliance conversations
• Strong cross-functional collaboration and the ability to translate between technical and non-technical audiences
• AI fluency (preferably Claude) and Google ecosystem proficiency
• A genuine interest in our mission
• Based in or near the Bay Area or Central Valley region
• FERPA and/or HIPAA experience
• Familiarity with district, county office, or community-based organization structures
• Background in EdTech and/or HealthTech
• Experience using ChurnZero (or a similar tool), Slack, and Confluence