Full-Time

Senior Customer Success Executive

Luma Health

Luma Health

51-200 employees

Unifies patient journey through healthcare automation

Compensation Overview

$110k - $130k/yr

+ Target bonus + Stock options

Remote in USA

Remote

Category
Customer Experience & Support (1)
Required Skills
Product Management
CRM
Electronic Health Records (EHR)
Data Analysis

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Requirements
  • At least 5 years of relevant work experience in customer success or account management.
  • Excellent project management skills and the ability to collaborate across multiple internal and external stakeholders.
  • Exceptional written and verbal communication skills.
  • Proven success building trust and driving results for senior executives, information technology stakeholders, and day-to-day software users.
  • Ability to identify underlying drivers of problems, develop hypotheses, and execute a path to resolution.
  • Proven record of unblocking relationships, turning detractors into advocates, and driving issues to resolution while maintaining client satisfaction.
  • Technology proficiency and strong analytical skills, including analyzing source material and verifying the accuracy and completeness of details.
  • Ability to thrive in a dynamic, fast-paced startup environment.
  • Proven success growing annual account spend over time.
Responsibilities
  • Develop and nurture relationships with key stakeholders at healthcare organizations, including executive teams, clinical leaders, and operational managers.
  • Serve as the primary point of contact for high-value clients, ensuring their needs are met and addressing concerns in a timely, professional manner.
  • Lead the team through onboarding new customers, working closely with internal teams to ensure seamless implementation and integration of solutions into customer workflows.
  • Drive product adoption and usage by helping clients optimize their use of the platform and achieve desired outcomes.
  • Understand clients’ business goals, challenges, and strategic priorities, and tailor solutions to meet their needs.
  • Identify upselling and cross-selling opportunities and position products and features aligned with customer objectives.
  • Develop and implement customer success plans aligned with customer goals and key performance indicators.
  • Monitor customer health metrics, including engagement, retention, and satisfaction, and proactively address issues that may lead to churn or dissatisfaction.
  • Conduct regular business reviews with customers to track progress, demonstrate value, and identify areas for improvement.
  • Analyze customer data and feedback to derive actionable insights that improve product offerings and customer success processes.
  • Use data to drive customer outcomes and present reports and updates to clients and internal stakeholders.
  • Advocate for customers within the company and communicate their needs and feedback to Product, Engineering, and other relevant teams.
  • Stay informed about healthcare industry trends, regulations, and technology developments and apply that knowledge when advising clients.
  • Collaborate with Sales, Product, and Support to meet customer needs and resolve issues promptly.
  • Provide training and education to customers and internal stakeholders on best practices for using products and services.
Desired Qualifications
  • SaaS experience.
  • Healthcare, electronic medical record, electronic health record consulting, or product management experience.
  • Process-building experience.
  • Upselling experience.

Luma Health offers a Patient Success Platform that unifies and automates a patient’s healthcare journey, connecting with over 80 EHRs to give clinicians a complete view and reduce manual outreach. It centralizes access, operations, clinical, and financial workflows, automating communications, scheduling, intake, and administrative tasks. Healthcare providers license the platform on a subscription, using it to streamline patient interactions and boost efficiency and revenue. Its goal is to improve patient outcomes and satisfaction while increasing referrals and revenue through an end-to-end, integrated workflow.

Company Size

51-200

Company Stage

Series C

Total Funding

$155.7M

Headquarters

San Francisco, California

Founded

2015

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Simplify Jobs

Simplify's Take

What believers are saying

  • Luma said April 2026 revenue approached $100 million, signaling strong commercial scale.
  • August 2026 features cut ED wait times 53% and boosted workflow adoption.
  • PCC partnership expands reach into 300-plus pediatric practices and 1,400 pediatricians.

What critics are saying

  • Phreesia's Delaware suit survived dismissal concerns in March 2026, extending legal distraction.
  • Patient Pipeline currently works only for Epic, limiting sales to one EHR ecosystem.
  • Competitors like Phreesia can copy patient-engagement features and compress Luma's pricing power.

What makes Luma Health unique

  • Deep Epic integration lets Luma orchestrate workflows across access, intake, and payments.
  • Patient Pipeline links Google Ads to booked visits, tying marketing spend to revenue.
  • Operational AI spans 1,000-plus organizations and 100 million patient journeys worldwide.

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Benefits

Health Insurance

Unlimited Paid Time Off

Wellness Program

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
GCC Business News
Sep 2nd, 2026
27th StartUp Bahrain Pitch event crowns Cogman, Luma winners.

27th StartUp Bahrain Pitch event crowns Cogman, Luma winners. Wed, 2 Sep, 2026 By Arya S Nair, Desk Reporter * Follow author on Cogman and Luma has won first and second place, respectively, at the 27th StartUp Bahrain Pitch event, organized by StartUp Bahrain, the national startup platform powered by the Labour Fund (Tamkeen), with support from the SMEs Development Board. The 27th edition of StartUp Bahrain Pitch provided entrepreneurs with a platform to present their projects and receive guidance and mentorship to support business development, growth and expansion. The StartUp Bahrain Pitch event was attended by Noor bint Ali Alkhulaif, Minister of Sustainable Development and Chief Executive of the Bahrain Economic Development Board, Abdullah bin Adel Fakhro, Minister of Industry and Commerce and Chairman of the SMEs Development Board, Maha Abdulhameed Mofeez, Chief Executive of Tamkeen, Dalal Al Ghais, Chief Executive of Bahrain Development Bank Group, Waleed Kanoo, a Tamkeen board member, and members of the SMEs Development Board. You may like. The judging panel included Nawaf Al Koheji, founder and Executive Partner of Reete.co, Khalid Saad, founder and Managing Partner of Bunat Ventures, Mahmood Al Saati, founder and CEO of Saturn Consultants, and Laith Al Khalili, Associate Partner at Mumtalakat Bahrain Holding. Startups showcase digital solutions at StartUp Bahrain Pitch event. The StartUp Bahrain Pitch competition featured startups offering digital and technology solutions across sectors, which included, * Vibo: A social media platform for short video content, voice comments and interactive features. * Meem AI: Provides tailored artificial intelligence solutions, including voice and visual assistants, movement management and sign language translation. * Luma: A digital health platform offering personalized health assessments, AI-powered insights and doctor-approved recommendations through a mobile application. * Cogman: An AI-powered business management platform helping SMEs manage operations, finances and inventory through a unified dashboard. After presentations and evaluation by the judging panel, Cogman was named the winner, while Luma secured second place. Fahad Al Suwaidi of Cogman commented that the win marked a major milestone for the project and reflected the team's efforts to develop an innovative business model addressing market needs. He said that the StartUp Bahrain Pitch competition also provided opportunities to present the idea to experts and investors and receive feedback supporting future growth plans. Bader Mattar of Luma said that the second-place finish would encourage the team to further develop the project and expand its growth. He commented that the StartUp Bahrain Pitch event helped Luma showcase its potential and build relationships with entrepreneurs, investors and startup ecosystem specialists. Tamkeen stated that its support aligns with its 2026 strategic priorities, including backing high-impact initiatives, strengthening private-sector competitiveness, matching skills with labor market needs and supporting startup growth and expansion to advance sustainable economic development in Bahrain.

PR Newswire
Aug 26th, 2026
Luma Health cuts ED wait times by half with AI-powered check-in and patient flow tools

Luma Health has launched new Operational AI features connecting pre-visit preparation to in-clinic workflows. The platform now includes AI-powered payment reminders through its Navigator agent, customisable check-in flows, and enhanced staff queue management tools. Wooster Community Hospital has processed 28,000 patient check-ins since February 2026 using the system. Sault Area Hospital in Ontario reported 57% fewer patients leaving its emergency department before being seen, with wait times reduced by half. The features allow patients to complete forms, update insurance, and make payments via kiosk or QR code before seeing staff. Queue Manager provides staff with real-time visibility of waiting patients and their outstanding requirements. Luma Health serves over 1,000 healthcare organisations across the US, Canada, the UK, and the Caribbean, supporting more than 100 million patient care journeys.

PR Newswire
Aug 19th, 2026
Luma and PCC partner to bring AI-powered communications to 300+ US pediatric practices

Physician's Computer Company (PCC) and Luma Health have partnered to bring AI-enabled communications to over 300 independent pediatric practices and 1,400 paediatricians across the United States. Luma is now natively integrated into PCC's electronic health record system. The integration enables parents and caregivers to receive two-way communication about their children's care in over 30 languages. Communications can be automated based on upcoming visits or sent manually during situations such as clinic closures. Staff can manage all communication from a single interface. PCC has served independent paediatricians for 40 years. Luma Health's operational AI platform serves more than 1,000 healthcare organisations with 100 million patients across the US, UK, and Caribbean. PCC customers will receive more information about implementing the new features this autumn.

MarTech Cube
Jul 22nd, 2026
Luma Health announces the launch of Patient Pipeline.

Luma Health announces the launch of Patient Pipeline. Search. New product addresses digital dead ends for new patients and directly connects marketing efforts to new patient visits and procedures Luma Health today announced Patient Pipeline, a new product that uses AI to connect patients shopping for care with health systems' open capacity. Too often, new patients hit a dead end while providers sit with unbooked time. Patient Pipeline reads a health system's real-time schedule and builds Google Ads around the open slots, then traces each booking back to the marketing effort that drove it. For the first time, marketers can see an ad click through to the care received and tie it to the associated revenue. "Our motto is that needing care is hard, but getting it shouldn't be," said Aditya Bansod, Luma's co-founder and president. "Health system marketers told us that they wanted to bring in new patients but didn't know where best to direct ad spend. Patient Pipeline connects patients who are searching for care with available providers, expanding our mission to the very beginning of the patient journey." Patient Pipeline's Market Insights gives marketers and service line leaders the data they need to reach patients more effectively, based on their real schedules. Performance Marketing uses the data to run dynamic, AI-generated Google Ads that connect each click back to a booked appointment in the EHR schedule and analyze the downstream care a patient receives. Insights include: * How their bookable new patient appointments compare with nearby health systems. * Where open scheduling trees lead to dead ends, so ad spend isn't directed there. * Which providers and service lines have the most availability and revenue potential. Early adopters of Patient Pipeline include University Hospitals, Charlotte Ear Eye Nose and Throat Associates (CEENTA), and University of Arkansas for Medical Sciences (UAMS). Results include: * 2.5x return on ad spend at UAMS, with a single ad campaign filling orthopedic visits worth $27,400 in 4 months * 80% shorter time to service for dermatology at University Hospitals * 8x return on ad spend and 8,000 impressions from a single campaign at CEENTA "We attract the best ENT providers with our ongoing growth throughout the Carolinas and ability to fill their schedules quickly," said Olena Scarboro, Director of Marketing and Physician Recruiting at CEENTA. "As a long-time Luma partner, we were proud to co-design a solution to a common marketing challenge: bringing in patients for our priority providers and open appointment slots." "With helping lead orthopedics at UAMS, I want to bring new patients in, make good use of our providers' time, and grow revenue for the service line," said Paul Stover, Vice Chancellor for Institutional Support Services at UAMS. "Patient Pipeline gives us the scheduling data and insights to reach the right patients and fill open slots." "With Patient Pipeline, I have the information I need to make data-driven decisions that directly lead to sooner access to care," said Matt Eaves, VP of Marketing at University Hospitals. "By marketing physicians with the earliest availability to new patients, we reduced the time new patients wait for their first appointment by 80%." Luma maintains the gold standard in data security, including HITRUST and ISO/IEC 27001:2022 certifications and SOC 2 Type II attestation. Patient Pipeline is HIPAA-compliant and subject to all of Luma's security control frameworks. PHI is never provided to Google and stays securely within Luma and the EHR. Patient Pipeline is currently available for health systems using the Epic EHR. To learn more and get a demo, contact [email protected] or register for the webinar, August 20th at 1:00PM ET. For strategic B2B insights and industry intelligence, follow Marketing News Add us as a preferred source on Google Google's "preferred sources" feature allows users to customize search results by selecting news outlets they want to see more often in the "Top Stories" section.

PR Newswire
Jul 21st, 2026
Luma Health launches AI tool connecting Google Ads to patient bookings with 8x ROI

Luma Health has launched Patient Pipeline, an AI-powered product that connects health systems' open appointment slots with patients searching for care through Google Ads. The system reads real-time schedules and creates dynamic advertisements for available slots, allowing marketers to track each booking back to the original ad click and measure associated revenue. Early adopters report significant results. The University of Arkansas for Medical Sciences achieved a 2.5x return on ad spend, with one campaign filling orthopaedic visits worth $27,400 in four months. University Hospitals reduced time to service for dermatology by 80%, whilst Charlotte Ear Eye Nose and Throat Associates saw an 8x return on ad spend. The product is currently available for health systems using Epic EHR and maintains HITRUST and ISO/IEC 27001:2022 certifications.