Customer Success Associate (CSA), Provider

The Role This is a fully remote role within the United States. The Customer Success Associate (CSA) role is a critical position within the Turquoise Health Customer Success team, designed as a launchpad for advancement to the Customer Success Manager (CSM) role. CSAs play an integral part in ensuring customers receive measurable value from the Turquoise Health platform and product suite. This role serves as the foundation for developing the competencies required for success in the CSM role at Turquoise Health, including strategic account management, revenue forecasting, customer engagement, effective communication, and retention strategy. You’ll support and eventually lead key customer relationships, bridging tactical support with strategic account management, renewal preparation, and insights delivery. Success in this role means you’re trusted as a thought partner by both customers and internal teams, and are visibly on the path to CSM. This position is ideal for a customer success professional who already operates with a strategic mindset, possesses healthcare fluency, and is eager to grow into full account ownership at Turquoise Health while executing at a high level today. It is required that you have prior customer success, account management, or consulting experience with customers in healthcare, revenue cycle, hospital billing/coding, managed care, or payer contracting, as well as exposure supporting customers in the SaaS space. We strongly encourage BIPOC, people with disabilities, and LGBTQIA+ folks to apply for any open roles of interest. Building a truly diverse team is a challenge that we do not shy away from. Healthcare affects all people differently, but it significantly affects those in underserved communities. With a robust, diverse team, we are stronger and better equipped to change the future of healthcare for all.

Responsibilities:

Account Planning: Partner with the Customer Success team to develop and execute strategic account plans that drive engagement, retention, and expansion opportunities. Synthesize customer insights, data trends, and renewal timelines into actionable next steps. Support renewal preparation, including forecasting and surfacing potential risks or growth opportunities. Customer Engagement & Relationship Building: Gradually assume ownership of customer relationships, leading meetings, delivering product training on new features, and managing follow-ups. Build credibility and trust with provider clients through confident, consultative communication and healthcare expertise. Operational Excellence: Support all phases of the post-sales customer lifecycle, including onboarding, renewals, and ongoing account management. Take ownership of operational tasks to develop a robust understanding of day-to-day customer success operations. Strategic Value: Participate in key projects critical to the team’s success, and present findings and recommendations to leadership, demonstrating both strategic thinking and effective communication skills Cross-Functional Collaboration: Act as a customer advocate and internal liaison - partnering with Product, Engineering, and Sales to communicate feedback, identify workflow gaps, and shape future solutions. Participate in key strategic projects and present findings to leadership with clarity and confidence. Professional Development: Engage in learning and development opportunities to track toward the CSM role, including shadowing current CSMs, actively participating in customer meetings, and undergoing formal training programs. Requirements 3+ years of experience in a customer-facing role, preferably within healthcare, SaaS, or consulting Strong foundation in customer success principles - retention strategy, success planning, and value realization Exceptional communicator with executive presence and the ability to translate complex data or workflows into actionable insights Proven collaborator who builds trust across various teams and communicates effectively with diverse stakeholders Demonstrated proactive problem-solving skills with a strong commitment to customer satisfaction Calm under pressure, upbeat, and solution-oriented Effective ability to convey ideas and information concisely to a variety of audiences Highly motivated individual with a desire to grow professionally Bachelor’s Degree in Business, Healthcare Management, or related field Preferred Experience Healthcare Expertise (Provider Focus) Background in Revenue Cycle Management (RCM), managed care and payer contracting, claims workflows, reimbursement processes, or experience with EHR systems (Epic, Cerner, athenahealth) or provider data management Familiarity with CMS price transparency, No Surprises Act (NSA), or GFE/AEOB regulations SaaS & Technical Acumen Experience supporting or implementing data-driven SaaS platforms or API Comfortable with tools like Salesforce, and familiar with healthcare interoperability or analytics SaaS start-up or consulting background preferred - comfortable with ambiguity and energized by building Salary The salary range for this full-time position is $95,000 - $115,000. Our salary ranges are determined by role and level and reflect the minimum and maximum salary across all US locations (please note: salaries are location agnostic). Within the range, individual pay is determined by factors including job-related skills, experience, and relevant education or training. We will talk about compensation in our first conversation and be transparent throughout the process about which level we think is the best match for you in our organization. Please note that the salary range does not reflect total compensation, which includes base salary, benefits, and company stock options. Benefits Competitive pay with equity options Stellar health care plan options (Medical, Dental & Vision), with FSA, DCFSA, & HSA options Company-sponsored disability & life insurance Unlimited PTO 401(k) + 4% Matching Fully remote work + flexible working hours $750 work-from-home setup budget Paid quarterly in-person co-working weeks Quarterly $150 co-hanging stipend to meet up with coworkers Monthly $100 health and wellness benefit Generous paid family leave About Turquoise Health At Turquoise, we're making healthcare pricing simpler, more transparent, and lower cost for everyone. Have you or a family member ever gotten an MRI, a lab, or even a straightforward surgery without knowing the cost in advance? That's bonkers, right? We're working to fix that.

We're a Series B startup backed by top VCs a16z, Box Group, Bessemer Venture Partners, Tiger Global, Adams Street, and Yosemite. Most importantly, we're an accomplished group of folks (moonlighting as authors, bass players, improv instructors, chefs, linguists, and trivia buffs) with a passion for improving healthcare. We're eager to find ambitious and well-rounded teammates to join us on this mission. Job Location Turquoise Health is a fully remote company based in the US. We work with team members and contractors in the US and around the world, but we operate on US business hours and work with clients entirely based in the US. For this role, we are seeking US-based candidates. Disability Accommodation Email Turquoise Health is committed to providing reasonable accommodations to applicants and employees with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you require assistance or an accommodation with the hiring process, please contact recruiting@turquoise.health