Digital Scale Client Success Manager

Overview

Azalea Health is seeking a highly analytical and operationally-focused Digital Scale Client Success Manager to drive adoption, engagement, and value realization across a high-volume portfolio of clients. This role is critical to scaling our Client Success programs, processes, and insights to efficiently support a large and diverse client base through data-driven strategies and repeatable processes.

The ideal candidate is passionate about using data, automation, and scalable methodologies to deliver consistent, measurable client outcomes while serving as a trusted advisor to clients. You will play a pivotal role in building the infrastructure and playbooks that enable our Client Success organization to grow efficiently.

If you want the challenge of contributing to a critical function that fuels the success of Azalea Health, then this may be the role for you.

• Manage a high-volume book of business within a designated client segment using scalable, digital-first engagement strategies
• Leverage client analytics, usage data, and health scoring metrics to identify trends, risks, and expansion opportunities across your client segment
• Design, implement, and continuously improve scalable CSM programs, playbooks, and workflows tailored to high-volume client segments
• Monitor key performance indicators including product adoption rates, feature utilization, engagement metrics, retention risk signals, and expansion indicators
• Use data-driven insights to prioritize outreach efforts, automate engagement touchpoints, and tailor success strategies at scale
• Develop client segmentation strategies based on usage patterns, maturity levels, and business outcomes to optimize resource allocation
• Build and refine predictive models to identify at-risk customers before churn indicators become critical, enabling proactive intervention strategies
• Conduct cohort analyses to understand customer behavior patterns, lifecycle trends, and the impact of various engagement strategies on retention and expansion
• Perform root cause analysis on churn events, feature adoption challenges, and engagement drop-offs to inform strategic improvements
• Create and maintain dashboards and reporting mechanisms to track portfolio health, client satisfaction trends, and program effectiveness
• Deliver training sessions, webinars, and scalable enablement content to support ongoing client education and drive product value realization
• Develop and execute proactive campaigns to drive adoption of new features, products, and services across your client segment
• Build and maintain relationships with key stakeholders across your portfolio, including executive-level contacts where appropriate
• Serve as a trusted advisor while leveraging repeatable processes and automation to ensure consistent client experiences
• Identify upsell, cross-sell, and expansion opportunities based on client goals, usage patterns, product adoption levels, and organizational maturity
• Partner closely with Sales and Account Management teams to support renewal conversations, expansion initiatives, and growth strategies
• Connect clients with relevant third-party integrations, partner solutions, and additional resources that support their business objectives
• Maintain updated knowledge of Azalea Health's software products and services – with the ability to perform demonstrations of all Azalea products and services to clients as needed
• Perform other duties as assigned

• Bachelor's degree in Business Administration, Business Management or related field or relevant equivalent experience required
• 3-5 years of experience in SaaS Client Success; 2+ years of experience in Healthcare IT, Client Support required
• Prior demonstrated experience with building and managing scalable client engagement programs and playbooks
• Strong analytical skills with proven ability to leverage data, metrics, and client health scoring to drive decisions and prioritize activities
• Demonstrated results in driving client adoption and advocacy
• Ability to influence through persuasion, negotiation, and consensus building
• Ability to juggle multiple projects and initiatives simultaneously and…