About this role
Customer Success Manager (CSM)
About Our Company At Infinx, we're a fast-growing company focused on delivering innovative technology solutions to meet our clients' needs. We partner with healthcare providers to leverage automation and intelligence, overcoming revenue cycle challenges and improving reimbursements for patient care. Our clients include physician groups, hospitals, pharmacies, and dental groups. We're looking for experienced associates and partners with expertise in areas that align with our clients' needs. We value individuals who are passionate about helping others, solving challenges, and improving patient care while maximizing revenue. Diversity and inclusivity are central to our values, fostering a workplace where everyone feels valued and heard.
A 2025 Great Place to Work In 2025, Infinx was certified as a Great Place to Work in both the U.S. and India, underscoring our commitment to fostering a high-trust, high-performance workplace culture. This marks the fourth consecutive year that Infinx India has achieved certification and the first time the company has earned recognition in the U.S.
Location: Remote
Summary Description The Customer Success Manager (CSM) serves as the primary strategic partner for assigned Prior Authorization clients, driving customer satisfaction, solution adoption, and long-term success. This role is responsible for developing trusted relationships with healthcare providers and health systems, ensuring customers maximize the value of Glidian's Prior Authorization solutions. The CSM acts as the voice of the customer, proactively identifying opportunities to improve operational performance, optimize workflows, and increase adoption through data-driven recommendations and strategic guidance. Success in this role requires strong analytical skills, exceptional communication, ownership of customer outcomes, and the ability to work independently.
Responsibilities
- Serve as the primary point of contact and trusted advisor for a portfolio of Prior Authorization customers
- Take ownership of customer success by proactively managing customer health, identifying risks, and driving resolution before issues escalate
- Lead customer onboarding, implementation support, adoption planning, and ongoing success initiatives
- Conduct regular business reviews with customers to communicate value, performance metrics, key accomplishments, and improvement opportunities
- Monitor customer satisfaction, adoption, and engagement while developing action plans to improve outcomes
- Collaborate cross-functionally with Operations, Product, Implementation, Engineering, Clinical teams, and Support to advocate for customer needs and resolve issues
- Identify opportunities for service expansion, additional solutions, or strategic growth within existing accounts
- Identify growth opportunities within accounts
- Maintain accountability for assigned customer outcomes, retention, and long-term partnership success
- Assist in other duties as assigned