Director, Clinical Solutions Customer Success
Capital Rx
$144,800 - $181,000 / year
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Description
About Judi Health
Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Judi Health replaces fragmented, outdated systems with the industry's first Unified Claims Processing™ architecture, seamlessly consolidating pharmacy and medical benefit administration on a single, secure platform. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.
At Judi Health, we're deploying the infrastructure our country needs to deliver the healthcare we all deserve. We are the intelligence platform powering benefits plans for millions of Americans and proudly leading the next generation of care. To learn more, visit www.judi.health.
Position Summary
The Customer Success Manager, Digital Tools position will play a critical role in driving successful client adoption of Judi Care, our healthcare navigation platform. This role sits within the Enterprise Solutions team and works cross-functionally with the Judi Care Product team, implementation partners, and client stakeholders to deliver high-impact product demonstrations, client trainings, documentation, and ongoing subject matter expertise.
This is a highly client-facing, hands-on role designed for someone who enjoys being close to the product, the client, and the launch process. The ideal candidate is comfortable leading live demos and trainings, translating complex product functionality into clear, actionable guidance, and supporting scalable and high-touch client implementations and go-lives.
Position Responsibilities:
- Lead live product demos and facilitate trainings for clients during implementation and post-launch, ensuring stakeholders understand how to effectively use the platform.
- Translate product workflows and functionality into clear, engaging training sessions and documentation tailored to different client audiences.
- Create, maintain, and continuously improve documentation, including user guides, training decks, FAQs, and knowledge base content.
- Configure client‑specific portals within Judi and support user acceptance testing (UAT) to ensure successful implementation and launch.
- Submit and track product enhancement and development requests, partnering closely with Product to communicate client needs, validate use cases, and support prioritization.
- Coordinate and track large‑scale client migrations, including maintaining migration plans, status tracking, dependencies, timelines, and stakeholder communication.
- Serve as a primary point of contact for clients to triage questions, issues, and feedback, and provide 1/1 client go-live support.
- Partner closely with Product teams to stay current on roadmap priorities, feature changes, and workflows, and collaborate with the Implementation and Account Management teams to align on operational impacts and client needs.
- Act as a trusted Judi Care product expert in client meetings and cross-functional workstreams.
- Contribute to scalable implementation efforts by helping standardize training approaches, materials, and client-facing processes.
- Provide input into release readiness by assisting with testing, drafting release notes, and anticipating client training needs.
- Enable internal teams (Sales, Customer Success, Support) with Judi Care product knowledge and training resources as needed.
Required Qualifications:
- Bachelor’s degree in a relevant field or equivalent PBM or HealthTech experience
- 4+ years of experience in customer success, client training, implementation, or enablement roles, preferably within healthcare technology
- Demonstrated experience training users on software platforms and explaining technical workflows to non-technical audiences
- Strong client-facing presence with comfort leading demos, trainings, and presentations
- Excellent written and verbal communication skills, with a proven ability to create clear documentation and training content
- Strong organizational and prioritization skills, with the ability to manage multiple clients and initiatives concurrently
- Familiarity with member-facing healthcare tools (e.g., provider search, appointment scheduling, prescription savings) preferred.
- Proficiency with common productivity and collaboration tools (e.g., Microsoft Office, Confluence, Jira, Scribe, or similar)
- Demonstrated ability to collaborate effectively with cross-functional and remote teams
- Ability to travel up to 5–10%
All employees are responsible for adherence to the Judi Health Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.
About this role
This is a client-facing product enablement role at Judi Health, a healthcare benefits technology company. You'd be the primary point of contact for clients adopting Judi Care, their healthcare navigation platform, leading live product demos, designing and delivering training sessions, creating documentation, and supporting clients through implementation and go-live. The work is hands-on and collaborative—you'll configure client portals, coordinate large-scale migrations, triage client questions, and act as the trusted product expert bridging the gap between what clients need and what the Product team builds.
The role calls for someone with at least four years in customer success, training, implementation, or enablement within healthcare technology or PBM. You'll need strong communication skills to translate complex workflows into clear guidance for different audiences, comfort presenting to groups, and the ability to juggle multiple clients and workstreams at once. Experience with member-facing healthcare tools and proficiency in productivity software like Microsoft Office, Confluence, or Jira are expected. Travel of 5–10% is required.
This position is based in Charlotte, North Carolina and requires in-office work. It's a full-time role with a salary range of $120,800–$151,000 USD. The work suits someone who thrives in direct client interaction, enjoys being close to product launches, and can translate between technical teams and end users.
How this employer is doing
solid
- H1B: Sponsors Visas
- Recently Raised Funding
- Expanding
- Sponsors Visas
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Pay for this role
$144,800 to $181,000 per year
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