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Codes Health

AI-driven medical records for plaintiff firms

Key Accounts Associate

Customer SuccessConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • 1–3 years of experience in investment banking, consulting, or a comparably demanding analytical role.
  • Fluency in Excel and either proficiency in SQL and internal tooling or a genuine eagerness to learn them quickly.
  • Ability to identify details and errors others may miss.
  • Ability to take ownership of work without line-by-line supervision.
  • Ability to write customer updates and flag problems to senior colleagues, often on the same day.
  • Comfort with analytical work and tracing a record through multiple systems and phone calls.
  • Comfort responding urgently to customer deadlines.
  • Willingness to travel occasionally for customer visits.

Responsibilities

  • Own request-level monitoring across a book of key accounts, tracking aging, stalled, and at-risk requests and their causes.
  • Run systematic account audits to identify incomplete returns, misrouted responses, and gaps before customers find them.
  • Build account-level data, including per-account analyses, turnaround and volume analysis, and recurring customer reporting.
  • Drive escalations with the key accounts retrieval team on urgent and blocked requests, and follow up until they move.
  • Prepare customer touchpoints, including call briefs, visit materials, and quarterly review decks.
  • Turn recurring account-level problems into specific, evidence-based requests for product and engineering.
  • Join customer calls and visits, and take direct ownership of accounts as the role ramps.

About the Company

Codes Health

AI-driven medical records for plaintiff firms

Codes Health provides B2B SaaS for plaintiff personal injury law firms to retrieve medical records, build case chronologies, and gain AI-driven case insights. It connects to medical record systems and data sources to pull documents and organize them into a timeline and searchable set of medical evidence while staying HIPAA-compliant. It differentiates itself by focusing on PI firms, integrating with Filevine and other workflows, and offering demos and clear evaluation materials to help teams assess fit before purchase. The goal is to speed up case preparation and improve client outcomes by organizing medical evidence efficiently.

Company size
51-200
Company stage
Seed
Total funding
$130K
Headquarters
New York City, New York
Founded
2024

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