CS Consulting for Health Tech
Building a CS organization that can scale
Customer Success is often one of the last functions to get intentional investment at an early stage company, and one of the first to show cracks when growth accelerates. I work with health tech founders and operators to build CS organizations that are ready for what comes next, not just what is in front of them today.
Who this is for
This engagement is a good fit if your company is at Series A or B, you are selling to enterprise health system or payer clients, and you know your CS function needs more structure but are not sure where to start. Most of my clients come through referral and engagements typically run three to six months.
What we work on
Systems and workflow infrastructure
CS platforms, support ticketing, and cross-functional handoffs, with clear visibility into performance and risk.
Team structure and hiring
Defining roles, evaluating candidates, and onboarding well, whether it is your first CS hire or a senior enterprise CSM.
Enterprise onboarding and implementation
Materials, milestones, and processes that define what a successful customer journey looks like from day one.
CS leader development
I work closely with CS leaders throughout the engagement so they come out of it stronger.
Let’s Talk
A complimentary discovery call is available to assess fit. Not ready for a call? Send an email to hello@shineadvising.com