Medstra

Client Success Manager, Implementation and Accounts

United States full-time Mid $75,000 - $100,000
full-time Mid level Technology & IT Salary listed Curated
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About the role

Cuvo Health is an enterprise telehealth infrastructure company. The Company provides healthcare organizations, clinics and consumer health brands with a complete platform for delivering virtual care under their own brand. This includes patient technology, a licensed clinician network, pharmacy fulfillment, payment infrastructure and regulatory compliance.
The Client Success Manager is responsible for the full client lifecycle, from contract execution through launch and ongoing account management. The role is the primary point of contact for an assigned client portfolio. It is accountable for timely launches, service quality, client retention and account growth.
The role reports to the Director of Operations
Tasks
Client Implementation

Lead the onboarding of new clients from contract execution through launch, including kickoff, documentation and timeline management.

Manage implementation workstreams across payment processing, pharmacy integration, platform configuration and clinical onboarding.

Prepare, submit and manage regulatory and certification applications, including LegitScript, and coordinate responses to reviewer inquiries.

Coordinate cross-functional teams in Engineering, Operations, Compliance and Clinical to meet launch milestones.

Account Management

Act as the primary point of contact for an assigned client portfolio and keep service levels consistent.

Maintain the accuracy of client pricing, product catalogs and commercial documentation.

Manage the resolution of client requests related to platform, payment and fulfillment matters.

Conduct monthly business reviews covering performance, patient volume, retention and growth opportunities.

Drive renewals, service expansion and portfolio retention.

Operations and Reporting

Maintain current status reporting for all assigned accounts.

Develop and maintain implementation standards, client communication protocols and onboarding documentation.

Oversee AI-assisted client support tools to ensure quality and appropriate escalation.

Requirements

Bachelor's degree or equivalent professional experience.

Two or more years of experience in customer success, implementation or account management within B2B software, healthcare or healthcare services.

Demonstrated ability to manage multiple concurrent client implementations against defined timelines.

Experience with regulatory, compliance or financial documentation, such as certifications, merchant underwriting, KYC, licensing or provider credentialing.

Strong written and verbal communication skills with senior client stakeholders.

Demonstrated accountability for client retention or renewal outcomes.

Proficiency with Slack, Asana or comparable project management platforms, CRM systems such as HubSpot, and Microsoft 365.

Availability to support clients across U.S. time zones.

Preferred Qualifications

Experience in telehealth, pharmacy, healthcare platforms or multi-site clinical organizations.

Familiarity with LegitScript certification, HIPAA, Business Associate Agreements or high-risk payment processing.

Benefits

Competitive base salary of $75,000–$100,000, commensurate with experience

Performance incentive tied to implementation and retention objectives

Fully remote work environment

Paid time off and company holidays

Technology and home-office allowance

Professional development and a defined path to client success leadership

Qualified candidates should submit a resume and a brief statement describing a client implementation or account they managed and the outcome achieved. Finalists will complete a structured assessment as part of the interview process.
Cuvo Health is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other characteristic protected by law.
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT API integration CRM Customer Service Data Analysis Operations Mid level

Likely questions

  1. Tell us about work you have done that is close to the Client Success Manager, Implementation and Accounts role.
  2. How would you approach your first 30 days at Medstra?
  3. Which of API integration, CRM and Customer Service have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with API integration, CRM and Customer Service.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Client Success Manager, Implementation and Accounts role because I can bring practical experience in API integration, CRM and Customer Service, learn the team quickly, and contribute to the outcomes Medstra needs from this hire.

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