Senior Client Success Manager
Steer Health Open · verified Sep 30, 2026 At a glance
Senior Customer Success role at Steer Health. Dallas · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Guide key accounts from launch through renewal, aligning executives, clinicians, operations, and technical teams around client goals
- Create measurable success plans and lead reviews that make client results clear
- Monitor adoption, usage, support patterns, satisfaction, and outcomes; address account risks with owners and timelines
- Develop renewal plans with Sales, identify value-based expansion opportunities, and pass qualified opportunities to the team
- Build Client Success playbooks, report on adoption and time to value, and bring recurring customer issues to internal teams
What you bring
- At least five years in Client Success, Account Management, or a related role at a SaaS or healthcare technology company
- A history of managing strategic or enterprise accounts and holding conversations with senior executives
- Experience creating or improving customer-success processes, playbooks, or operating models
- Working knowledge of SaaS adoption, retention, renewals, and expansion, plus the ability to turn account data into action
Who this fits
This senior role suits someone who can manage strategic customer relationships while building the processes that guide a Client Success team. You’ll work with executive, operational, clinical, and technical stakeholders, and the position is onsite in Dallas.
From the employer
Steer Health is the AI-native growth platform for health systems. Our platform helps hospitals and specialty practices fill schedules, close referral gaps, and recover revenue that would otherwise leak out of the patient journey. We integrate with 36 EHRs, including Epic, Oracle Health, MEDITECH, and athenahealth, and we support 45+ hospitals covering 19 million patient lives.
We are a lean team with outsized impact. Steer was named to the KLAS Emerging Solutions Top 20 and won the 2026 Hearst Health Prize. We are growing fast, and the people who join now will shape how the company serves its customers for years.
The opportunity
Our customers are hospitals, health systems, and specialty groups that depend on Steer to move real revenue and patient access numbers. As Senior Client Success Manager, you will own the post go-live relationship for our most strategic accounts and help design how Client Success works at Steer as we scale.
This is not a maintenance role. You will shape the operating model, the health scoring, the business review cadence, and the expansion motion, while working directly with executive, operational, clinical, and technical leaders at your accounts. You will have a real voice with Product, Sales, and company leadership.
What you will do
Drive outcomes for strategic accounts
- Own the relationship from go-live through renewal, building trusted partnerships with executive, operational, clinical, and technical stakeholders.
- Build success plans tied to each client's goals and measurable value, and lead business reviews that show the results Steer is delivering.
- Be the voice of the customer inside Steer and the advocate for Steer inside the account.
Protect and grow the base
- Track account health across engagement, adoption, utilization, support trends, satisfaction, and business outcomes, and act early on risk with documented plans, clear owners, and timelines.
- Lead renewals by tracking readiness and shaping strategy with Sales and leadership.
- Surface expansion opportunities based on client goals and demonstrated value, and hand them off cleanly to Sales.
Build the function
- Create the playbooks for onboarding handoff, escalation, intervention, executive engagement, and adoption that will become how Steer does Client Success.
- Report on adoption and time to value so leadership can see what is working and where to invest.
- Spot patterns across clients and take them to Product, Support, Implementation, and Training to fix root causes.
Requirements
What you bring
- 5+ years in Client Success, Account Management, or a related role at a SaaS or healthcare technology company.
- A track record managing strategic or enterprise relationships, including executive-level conversations.
- Experience building or improving client success processes, playbooks, or operating models.
- A working command of SaaS adoption, retention, renewals, and expansion.
- Strong analytical skills and the ability to turn account data into a clear plan of action.
- Excellent communication and presentation skills, and the judgment to know when to escalate.
- Comfort in a fast-moving startup where you will build as much as you run.
Strongly preferred
- Experience with healthcare technology, EMR/EHR platforms, or healthcare operations.
- Experience with hospital or health system customers.
What success looks like
- First 90 days: You know every account in your portfolio, have met the key stakeholders, and have a health assessment and action plan for each.
- First 6 months: Success plans and a business review cadence are live, and at-risk accounts have owners and timelines.
- First 12 months: Retention and expansion in your portfolio are measurably stronger, and the playbooks you built are being used across the team.
Why Steer
- Impact you can point to. Our platform drives measurable revenue and access outcomes for customers, and you will be close to those results.
- Build, do not just run. You will design the Client Success function with room to grow your scope as the company scales.
- Executive access. You will work directly with company leadership on strategic accounts.
- A category moving fast. Healthcare is adopting AI quickly, and Steer is already live in hospitals today
Benefits
Health/Vision/Dental/Life Insurance
PTO
Equity
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