HealthEx  |  Full-time  |  Remote (US)

About HealthEx

HealthEx is building the infrastructure layer for consumer-permissioned health data - the "Plaid for health records." As a TEFCA Individual Access Services (IAS) provider, we enable individuals to share their health records with the apps, platforms, and AI tools they choose, unlocking a new category of patient-centric digital health products. Backed by General Catalyst and headquartered in San Francisco, we are growing fast and looking for commercial talent who can execute at pace.

Role Overview

As Account Manager, you will own the post-sale relationship for HealthEx's midmarket accounts - from initial implementation through renewal and expansion. You will be the primary point of contact for your customers, responsible for delivering smooth onboarding experiences, driving product adoption, and ensuring customers realize measurable value from the HealthEx platform. You are also a commercial contributor, carrying a combined renewal and expansion quota and partnering with Business Development on new opportunities within your segment.

This role sits at the intersection of implementation, customer success, and commercial operations. You will work hands-on with customer teams during configuration and launch, then own the relationship through the full customer lifecycle. You will report directly to the CCO.

What You'll Do

Implementation Ownership

• Lead end-to-end onboarding and configuration for new midmarket accounts, serving as the primary project owner from contract signature through go-live.

• Coordinate with HealthEx product, engineering, and support teams to deliver deployments on time and to spec.

• Get hands-on with platform configuration, working directly with customer technical and operational teams to resolve integration questions and ensure a smooth launch.

• Apply and contribute to implementation playbooks as HealthEx standardizes and scales its onboarding motion.

Account Leadership

• Own customer relationships from go-live through renewal, serving as the primary point of accountability for account health and outcomes.

• Drive product adoption and measurable value realization, helping customers articulate ROI internally and build the case for expansion.

• Proactively identify risks to retention and address them before they become renewal conversations.

• Conduct regular check-ins and business reviews with customer stakeholders, presenting performance data and roadmap alignment.

Commercial Contribution

• Carry a combined quota covering renewals and net expansion ARR within your book of business.

• Identify and develop upsell and cross-sell opportunities, working with the BD team to scope and close expansion deals.

• Support Business Development on new midmarket opportunities - providing implementation scoping, operational context, and customer reference support through deal close.

Customer Advocacy and Operational Excellence

• Serve as the voice of the customer internally, translating account feedback into actionable input for Product and Operations.

• Surface patterns across accounts to help prioritize roadmap investments and identify process gaps.

• Contribute to GTM process improvements that increase efficiency across the implementation and customer success motion.

• Support cross-functional initiatives as HealthEx scales its commercial operations.

Who You Are

• Proven Relationship Owner: You have 2-4+ years of experience in account management, customer success, or implementation roles at a B2B SaaS or health technology company, with a track record of retaining and growing a book of business.

• Implementation-Ready: You are comfortable getting hands-on during customer onboarding and configuration. You do not need to write code, but you are not intimidated by technical conversations and can hold your own with customer product and operations teams.

• Commercially Oriented: You think beyond retention. You spot expansion opportunities, build relationships with the right stakeholders, and know how to move an upsell forward.

• Healthcare Curious: You have an interest in or exposure to healthcare technology, and you are comfortable navigating organizations with clinical, technical, and compliance stakeholders.

• Operationally Sharp: You bring structure to ambiguity. You stay organized across multiple accounts, document what you learn, and approach implementation and success work with the discipline of a project manager.

• Tool-Forward: You actively adopt new tools and workflows - AI, automation, or otherwise - to work more effectively. You look for ways to scale your impact, not just manage your workload.

• Clear Communicator: You can translate technical concepts for business stakeholders and business context for technical teams, and you do both with confidence.

Qualifications

• Bachelor's degree in a relevant field.

• 2-4+ years in account management, customer success, or implementation at a B2B SaaS or healthcare technology company.

• Demonstrated track record of meeting or exceeding renewal and expansion targets.

• Experience managing multiple accounts simultaneously with strong organizational discipline.

• Familiarity with healthcare data, interoperability standards, or health IT a plus.

• Comfort working across product, engineering, and support teams in a fast-moving environment.

• Proficiency with CRM tools (HubSpot preferred) and account health tracking.

Compensation & Benefits

• Competitive base salary with variable compensation tied to renewal and expansion performance.

• Equity stake at an early-stage company backed by General Catalyst.

• Comprehensive medical, dental, and vision coverage.

• 401(k) and wellness benefits.

• Flexible remote-first work environment with monthly Bay Area team gatherings.

• Mission-driven culture: your work directly enables patients to access and control their own health data.

Ready to Join Us?

If you have a track record of owning customer relationships end-to-end and want to help build the account management foundation for a category-defining health data platform, we want to talk. Apply now and help HealthEx deliver on the promise of patient-controlled health data at scale.

HealthEx is proud to be an equal opportunity employer. We encourage applicants from all backgrounds to apply.