Technical Success Manager

Technical Success Manager – Charta Health – San Francisco, California, United States, San Francisco

At Charta Health, our mission to streamline revenue cycle management for early‑stage health tech firms hinges on delivering flawless SaaS experiences. As a Technical Success Manager, you will be the trusted bridge between our cutting‑edge infrastructure and the clinicians and administrators who rely on it daily. You will own the end‑to‑end success journey for our clients, ensuring seamless onboarding, proactive optimization, and measurable outcomes that accelerate their growth—and ours. This role sits at the heart of our product ecosystem, influencing roadmap decisions, driving adoption metrics, and shaping the future of health‑focused SaaS. With a clear path to senior leadership, you can evolve into a Director of Customer Success or Product Strategy, leveraging deep industry insights and a proven track record of client impact.

- Lead onboarding and configuration of Charta Health’s SaaS platform for new health‑tech clients, aligning technical setup with revenue‑cycle goals.
- Monitor real‑time performance dashboards, diagnose infrastructure bottlenecks, and implement remediation plans that reduce downtime by 30%+.
- Serve as the primary escalation point for complex client issues, translating clinical workflows into technical solutions that improve claim processing efficiency.
- Partner with Product, Engineering, and Sales to relay client feedback, influence feature prioritization, and co‑create value‑added services.
- Conduct quarterly business reviews, presenting data‑driven insights that demonstrate ROI and identify upsell opportunities.
- Develop and deliver customized training programs and technical documentation that empower client teams and reduce support tickets.
- Report to the VP of Customer Success while collaborating closely with a cross‑functional team of Solutions Engineers, Account Managers, and Data Analysts.

Joining Charta Health means becoming part of a purpose‑driven, fast‑moving team that values curiosity, collaboration, and continuous improvement. Our culture celebrates innovative thinking and provides robust professional development—access to industry conferences, mentorship programs, and a clear internal mobility framework. As the healthcare SaaS landscape evolves, the Technical Success Manager role is pivotal in shaping how providers leverage technology to improve financial health and patient outcomes. You’ll work in the vibrant San Francisco tech hub, enjoy flexible work arrangements, comprehensive health benefits, and a competitive equity package that aligns your success with the company’s growth. If you thrive on solving complex technical challenges while building lasting client relationships, this is the unique opportunity to make a tangible impact at Charta Health.