Full-Time

Director – Client Success

Posted on 10/4/2025

Certify

Certify

201-500 employees

Automated credentialing, licensing, enrollment platform

No salary listed

Remote in USA

Remote

Category
Sales & Account Management (1)
Requirements
  • Proven experience in client success, with a track record of managing client relationships and driving retention/growth
  • Strong leadership and people management skills, with experience coaching and developing a team.
  • Strategic thinker with the ability to prioritize and execute initiatives in a fast-paced, scaling environment.
  • Exceptional communication and relationship-building skills, adept at navigating escalations and cross-functional collaboration.
  • Data-driven mindset, comfortable analyzing KPIs and using insights to inform decisions.
  • Familiarity with health tech SaaS and Certify’s product, clients, and goals
Responsibilities
  • Assume full accountability for the health, retention, and growth of a designated client portfolio, ensuring exceptional service delivery and alignment with client goals.
  • Monitor key performance indicators (KPIs) such as Customer Satisfaction (CSAT), gross retention, expansion revenue, and overall client health; develop action plans to address risks and capitalize on opportunities
  • Partner with CSMs to craft and execute client success plans that drive adoption, value realization, and long-term champions
  • Act as the senior point of contact for strategic accounts, stepping in to manage high-stakes relationships or escalations as needed
  • Directly manage a team of 3-5 Client Success Managers, providing mentorship, coaching, and performance management to elevate individual and team performance.
  • Set clear goals and expectations for the CSM team, fostering a culture of accountability, growth, and client-centricity.
  • Conduct regular 1:1s, team meetings, and performance reviews; identify development opportunities and create tailored growth plans for team members.
  • Recruit, onboard, and train new CSMs as the team expands, ensuring alignment with Certify’s standards and values.
  • Own and drive internal strategic initiatives to improve the efficiency, scalability, and effectiveness of the Client Success team (e.g., process optimization, tool adoption, playbooks).
  • Collaborate with the VP of Client Success to define and prioritize initiatives that align with company objectives and address evolving client needs.
  • Track and report on initiative progress, outcomes, and impact, ensuring measurable improvements in team performance and client outcomes.
  • Champion a data-driven approach to identify gaps and implement solutions that enhance the client experience.
  • Serve as a critical escalation point for complex client issues, partnering with Product, Engineering, Sales, and other teams to resolve blockers and deliver solutions.
  • Drive cross-functional alignment by representing the voice of the client in strategic discussions, product feedback loops, and process improvements.
  • Build strong relationships with key stakeholders to enhance collaboration and ensure seamless execution as Certify scales.
  • Contribute to company-wide goals by advocating for client success priorities in leadership forums.

CertifyOS provides an automated, API-first platform for credentialing, licensing, and enrollment of healthcare providers. It aggregages insights from hundreds of data sources to streamline provider network management for payors, health systems, and fast-growing digital health companies, helping them stay compliant with NCQA rules. The platform works by connecting through APIs to pull and validate provider data, perform real-time credentialing and ongoing monitoring, and support cross-state licensure, all while reducing administrative paperwork. Its differentiator is offering a comprehensive, end-to-end solution with real-time data integration and broad data sourcing, allowing clients to scale provider networks and get reimbursed faster. The company aims to decrease administrative coordination and paperwork, enabling healthcare providers and organizations to focus more on patient care and scale efficiently.

Company Size

201-500

Company Stage

Series B

Total Funding

$59M

Headquarters

New York City, New York

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Tripled year-over-year growth from 40% administrative cost cuts and 30% data accuracy gains.
  • Secured $40M Series B in June 2025, totaling $69M to expand AI infrastructure and sales.
  • Achieves 10x faster onboarding and 75% re-credentialing cost reduction for clients.

What critics are saying

  • CambayAI undercuts with 50% lower AI credentialing prices, eroding growth in 6-12 months.
  • CAQH CORE Phase IV mandates from Q1 2026 make proprietary API redundant via free networks.
  • Verifend's February 2026 API with 20% higher accuracy poaches health plan clients.

What makes Certify unique

  • CertifyOS provides API-first end-to-end platform automating credentialing, licensing, enrollment, and monitoring.
  • Integrates hundreds of primary sources for 99.8% accurate provider data with AI-driven duplicate resolution.
  • Launched Provider Hub in October 2025 as unified real-time 360-degree provider view.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

5%
CertifyOS
Oct 16th, 2025
CertifyOS and Candor Health Partnership Announced

CertifyOS and Candor Health partnership announced. Its strategic partnership streamlines provider data accuracy with integrated change management and credentialing support. CertifyOS has announced a strategic partnership to create the most accurate, intelligent, and scalable Provider Data Management (PDM) solution in the healthcare industry. This collaboration brings together CertifyOS's next-generation Master Data Management (MDM) and provider data infrastructure with Candor Health's unmatched data accuracy engine to transform how health plans manage, verify, and operationalize up-to-date provider data. By combining CertifyOS's scalable and modernized PDM platform with Candor Health's deep expertise in provider data accuracy, the two companies are addressing the fragmentation that has burdened health plans for decades. Together, they unlock the operational efficiency, compliance readiness, and real-time provider intelligence that health plans need to meet evolving regulatory requirements and improve the member experience - all in service of better healthcare outcomes. "Candor leverages AI and machine learning to deliver accurate, near real-time provider data that enhances health plans' operational efficiency, compliance, and member experience," said Sury Agarwal, CEO of Candor Health. "Integrating our up-to-date provider data with CertifyOS's MDM infrastructure creates a unified solution that not only validates and manages provider information but also enables instant actions across a provider network. This collaboration addresses critical gaps in provider data management, offering a scalable and compliant infrastructure that empowers health plans to optimize network operations and deliver seamless care experiences." Trusted by dozens of health plans and digital health organizations, CertifyOS is the leading provider data intelligence company unifying workflows across intake, credentialing, monitoring, provider data management, and roster management. Its end-to-end provider data infrastructure platform ingests provider information from multiple sources, applies AI-driven entity resolution and survivorship rules to reconcile conflicting inputs, and normalizes everything into a single source of truth. By storing data at the atomic level, CertifyOS enables flexible configuration of business rules, seamless integration with downstream systems, and a 360-degree view of each provider. Candor Health further strengthens CertifyOS's platform by using AI to continuously cross-check tens of thousands of sources to confirm critical details - from practice locations and affiliations to specialties, licensure, and availability - and refreshes them on a near real-time basis. By integrating Candor Health's high-fidelity data onto CertifyOS's intelligent infrastructure, health plans can be even more confident that they are working with the most complete and current view of their networks. CertifyOS's platform scales with provider networks and can integrate directly into downstream workflows, such as claims, contracting, and directories. "Accuracy without lasting survivorship and action is meaningless," said Anshul Rathi, CEO of CertifyOS. "Candor is the best in the world at producing precise, up-to-date provider data using AI. CertifyOS is the only platform built to maintain and operationalize it. Together, we're not just offering a better PDM system; we're delivering the accurate infrastructure healthcare has been waiting for." This partnership also accelerates both companies' shared vision of helping health plans move from reactive compliance to proactive provider intelligence. With the combined solution, payers can now streamline provider onboarding, avoid claim denials, prevent fraud, and deliver a better provider and member experience - all while reducing administrative burden. Health plans interested in learning more can contact either organization directly to schedule a tailored demo. About Candor Health Candor Health is an AI-native provider data accuracy platform built to solve one of healthcare's most persistent challenges: unreliable provider information. Powered by a continuously verified, near-real-time national directory, Candor transforms fragmented records into trusted intelligence that flows seamlessly across the healthcare ecosystem. Health plans, health systems, and digital health companies rely on Candor to improve reliable provider search, streamline credentialing, and strengthen member trust. By making provider data a strategic asset, Candor enables organizations to drive measurable business performance, operational efficiency, and better care outcomes. To learn more, visit www.candorhealth.com.

PR Newswire
Oct 2nd, 2025
CertifyOS Launches the Only End-to-End Provider Data Management Platform Designed to Eliminate Fragmentation and Reduce Costs

CertifyOS launches the only end-to-end Provider Data Management platform designed to eliminate fragmentation and reduce costs.

FinSMEs
Jun 26th, 2025
Certify Raises $40M in Series B Funding

Certify raises $40M in Series B funding.

TradingView
Jun 26th, 2025
Certify Secures $40M Series B Funding

Certify has secured $40 million in Series B funding to advance its healthcare provider data infrastructure.

PR Newswire
Jun 26th, 2025
Certify Secures $40M Series B Funding to Continue Building the Healthcare Provider Data Infrastructure of the Future

/PRNewswire/ -- Certify, the provider data intelligence company, today announced a $40 million Series B funding round led by Transformation Capital, with...

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