Codes Health

Customer Success Lead, Commercial

United States · Mid

Sponsorship not specifiedDetected 90 days ago

CRMCustomer SuccessCadenceCommunication

About the role

Most of our customers are small to mid-sized law firms.
These are firms where operations and teams are lean and a set of records can make or break a quarter of business.
Run efficient, structured onboarding for new customers: portal walkthrough, first case submission, and a relevant check-ins - all within the first 2 weeks

Manage a broad portfolio of mid-market and SMB law firms through the full customer lifecycle - onboarding, ongoing success, and expansion
Build and maintain scalable touchpoint sequences (check-ins, usage nudges, feature announcements) that keep the portfolio engaged without requiring 1:1 time for every account
Partner with the Support Lead on recurring ticket themes that indicate product or process gaps
Help develop and refine the playbooks and tooling that will eventually support a scaled CS motion
Legacy record retrieval is notoriously slow and unreliable; our system uses AI to deliver decision-ready records much faster and more accurately.

3-5 years of B2B Customer Success experience managing a high-volume SMB or mid-market book

At Codes Health, we are building the modern platform for medical record retrieval.
We support practices ranging from Plaintiff Law to Specialty Healthcare.
Monitor account health signals (volume trends, login activity, ticket patterns) and proactively reach out to at-risk or dormant accounts
Codes Health · Customer Experience · Hiring 2026

Target: 100%+ of new customers through structured onboarding in first 2 weeks
We are a well-funded, rapidly growing team focused on growing 100x from where are today.
Our mission is to automate record retrieval, which will only be achieved through innovative engineering and relentless execution.

This listing is sourced directly from Codes Health's careers page and normalized into a canonical job model.