NexHealth connects every step of the patient journey to your practice management system so that the patient shows up ready.
About the role
The Retention & Contract Specialist plays a critical role in protecting both the customer experience and company revenue during moments of churn risk. This role is responsible for managing customer churn, retention, and contract-related cases end-to-end within HubSpot, ensuring accurate forecasting, clean documentation, and consistent execution of established workflows.
What they're looking for
- Own customer retention and off-boarding cases from creation through closure in HubSpot
- Conduct structured discovery conversations to understand customer intent and risk
- Clearly communicate contract obligations and off-boarding details to customers
- Determine and execute the appropriate resolution paths
- Build and document success plans for retention cases with clear next steps and timelines
- Ensure off-boarding cases are closed accurately and on time, with complete billing and contract documentation
More about this role
Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides, instant meal delivery, and unlimited streaming, why do you still have to call to schedule a doctor’s appointment and fill out a clipboard in the waiting room?
NexHealth’s mission is to accelerate innovation in healthcare by connecting patients, providers, and developers. We’re building the infrastructure layer for modern healthcare, connecting thousands of fragmented, on-premise, and closed EHR systems into a single, modern platform that powers software, APIs, payments, and patient experiences across the ecosystem.
- Founded: 2017
- Headquarters: San Francisco, CA
- Funding: $177M Series C
- Employees: 200+
- Trusted by tens of thousands of providers and hundreds of health-tech developers — forging the infrastructure layer that modern healthcare needs
The Retention & Contract Specialist plays a critical role in protecting both the customer experience and company revenue during moments of churn risk. This role is responsible for managing customer churn, retention, and contract-related cases end-to-end within HubSpot, ensuring accurate forecasting, clean documentation, and consistent...
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