Customer Success Manager, Billing

About the Role As a Billing Customer Success Manager, you'll be the trusted advisor helping senior living operators achieve measurable outcomes through August Health. You'll own the customer relationship from post go live through renewal-driving adoption, engagement, and long-term success. You'll work cross-functionally with Implementation, Product, and Support teams to ensure each customer realizes the full value of our solution.

Billing at August is a modern, intuitive solution that helps communities streamline their invoicing and payment processes, reduce errors, and improve financial transparency for operators and families alike. In this role, you'll play a key role in shaping the customer experience, building scalable processes, and helping senior living communities unlock real value from day one.

What You'll Do - Serve as the main point of contact for assigned customers, building and maintaining strong, long-lasting client relationships. - Assess and understand existing customer configurations, workflows, and data structures-identifying the best system configuration approaches to meet evolving customer needs. - Develop a deep understanding of each customer's goals, business challenges, and success metrics. - Rapidly understand how a customer's current system is configured. - Conduct regular check-ins and strategic calls to foster engagement and trust. - Drive platform adoption and ensure customers are utilizing key features to achieve ROI - Monitor customer health metrics and proactively address risks. - Identify early signs of dissatisfaction and work cross-functionally to resolve issues. - Identify and nurture opportunities for expansion, including upsells. - Lead regular success reviews with key stakeholders to evaluate performance, outcomes, and future goals. - Analyze customer data to surface insights, trends, and opportunities for optimization. - Partner with customers to define measurable success metrics and report on progress. - Advocate for customer needs internally and contribute to product feedback loops - Represent the company at customer sites, conferences, and strategic meetings (travel up to 25%) The Ideal Candidate - Strong financial literacy, with experience in billing, accounting, business office management, revenue cycle management, or another finance-related discipline - Experience in healthcare or senior living operations is a plus, but not required-we can teach the industry; you bring the financial aptitude - Comfortable working in spreadsheets (Excel/Google Sheets) and learning new systems quickly - Strong problem-solving skills with a willingness to dig into ambiguous or unfamiliar challenges - Clear and professional communication skills, with comfort in customer-facing settings - Proactive and resourceful-willing to take ownership and figure things out - Excited to work in a fast-paced, evolving environment Nice to have: - Experience with data entry, data analysis, or system configuration - Exposure to SaaS, healthcare, or senior living environments About our team Our team brings together deep expertise in technology, healthcare, and company-building.

We've led teams at Apple, Google, Landmark Health, and Adobe, co-founded and exited multiple companies, shipped products used by hundreds of millions of users, and managed clinical teams caring for thousands of patients. Backed by top-tier Silicon Valley investors, we are partnering with some of the largest senior care organizations in the U.S. to transform the future of senior living.

We offer market-competitive compensation based on experience and ability, including significant equity option grants. Our benefits prioritize your well-being with 100% company-paid premiums for health, dental, and vision coverage, along with company contributions to your HSA. We help you plan for the future with a 2% 401(k) match, and support your physical and mental health through services like Rightway Health Advocacy and Spring Health Mental Wellness.

Beyond traditional benefits, we offer a flexible time off policy, 100% paid family leave, and all-expenses-paid, in-person company offsites twice a year.