---
title: 'Customer Success Lead, Commercial at Codes Health'
canonical: 'https://feeny.ai/job/customer-success-lead-commercial-codes-health-united-states-s4krzy76hty1'
type: 'job'
last_seen: '2026-09-09'
---

# Customer Success Lead, Commercial at Codes Health

- **Company:** Codes Health
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-04-23
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.ashbyhq.com/codes-health/20e29654-7d45-4be5-83df-2d0ed8988c77

## Job description

## ABOUT CODES HEALTH

At Codes Health, we are building the modern platform for medical record retrieval. Legacy record retrieval is notoriously slow and unreliable; our system uses AI to deliver decision-ready records much faster and more accurately.

Started just over a year and a half ago, our volume is doubling MoM with a clear path to category leadership. We support practices ranging from Plaintiff Law to Specialty Healthcare. 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.

## 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. As a Mid-Market & SMB Customer Success Lead at Codes Health, you'll manage a high-volume portfolio of these firms, helping them get up and running fast, stay engaged, and grow with us over time. Success in this role means building scalable systems alongside genuine relationships — you know when to automate and when to pick up the phone.

## WHAT YOU'LL OWN

- Manage a broad portfolio of mid-market and SMB law firms through the full customer lifecycle — onboarding, ongoing success, and expansion
- Run efficient, structured onboarding for new customers: portal walkthrough, first case submission, and a relevant check-ins — all within the first 2 weeks
- Monitor account health signals (volume trends, login activity, ticket patterns) and proactively reach out to at-risk or dormant accounts
- Identify and act on expansion opportunities — more volume, additional users, new practice areas — through regular account reviews
- 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
- Capture and surface feedback from the SMB segment to inform product, operations, and our VoC program
- 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

## WHAT WE'RE LOOKING FOR

- 3–5 years of B2B Customer Success experience managing a high-volume SMB or mid-market book
- Proven ability to balance scale and personalization — you know how to manage 50+ accounts without every one feeling like a number
- Strong analytical instincts: comfortable using product usage data and CRM signals to prioritize your attention
- Excellent written communication — a lot of your relationship-building happens via email and portal messages
- Experience building or following playbooks in a fast-moving environment
- Comfortable with ambiguity and eager to build — this is an early-stage role with a lot of whitespace
- Legal tech, healthcare, or document management SaaS background a plus, not a requirement

## SUCCESS METRICS

1. Net Revenue Retention: Retain and grow ARR across the SMB/mid-market portfolio
2. Onboarding Completion Rate: Target: 100%+ of new customers through structured onboarding in first 2 weeks
3. Quarterly Business Reviews: Quarterly and other relevant check-in’s completed on agreed upon cadence
4. At-Risk Intervention Rate: Flagged accounts have an active outreach plan within 5 business days
5. Expansion Contribution: Measurable expansion revenue from existing accounts each quarter

Codes Health · Customer Experience · Hiring 2026

## About Codes Health

## Company Overview
- **One-liner**: Codes Health provides an AI-powered medical record retrieval and analysis platform purpose-built for plaintiff law firms to accelerate case preparation and increase settlement values.
- **Entity Type**: Private (Pre-Seed; Y Combinator Summer 2024 batch)
- **Headquarters**: New York, NY, United States
- **Founded**: 2024
- **Founders**: Austin Mills (Co-founder) and Cody Durr (Co-founder & CTO)

## Core Business
- **Primary industry**: LegalTech / Health Tech – automated medical record retrieval for personal injury and plaintiff litigation.
- **Target customers**: B2B; plaintiff law firms (personal injury practices) and claims clearinghouses.
- **Mission or purpose statement**: “Fixing Medical Records. No delays, faster outcomes.” The platform aims to transform medical records from a case liability into a settlement advantage.

## Products & Services
- **Record Retrieval (Core Platform)**: AI-driven agentic system that retrieves complete medical records, billing records, imaging, and affidavits from providers in all 50 states. Claims a 1–2 week average turnaround, 2.5x faster than traditional methods, with 80% less manual review [getcodeshealth.com](https://www.getcodeshealth.com/).
- **Medical Chronologies & Case Summaries**: Automatically generates chronological summaries of client encounters and bills, flagging gaps, breaches in care, diagnoses, and future expenses [getcodeshealth.com](https://www.getcodeshealth.com/).
- **AI Insights (Human-Verified)**: AI extracts salient case facts (e.g., overlooked diagnoses, future medical costs) and surfaces them in settlement-ready summaries [getcodeshealth.com](https://www.getcodeshealth.com/).
- **Claims Integrations**: Direct connections to major claims clearinghouses and payors [getcodeshealth.com](https://www.getcodeshealth.com/).
- **Client Intake Validation**: Validates new requests, locates care sites, and determines fastest retrieval path via a proprietary provider network [getcodeshealth.com](https://www.getcodeshealth.com/).

## Market Standing
- **Valuation / Market Cap**: Not disclosed (private startup).
- **Key Metric**: Total funding of **$500,000** (Pre-Seed round led by Y Combinator, closed September 25, 2024) [linkedin.com](https://www.linkedin.com/company/codes-health).
- **Notable Investors**: Y Combinator (lead investor in Pre-Seed round) [ycombinator.com](https://www.ycombinator.com/companies/codes-health).
- **Growth Signals**:
  - Headcount grew **+725% year-over-year** to 26 employees (monthly growth +6.5%) [linkedin.com](https://www.linkedin.com/company/codes-health).
  - 10 active job postings across engineering, operations, customer success, and sales [linkedin.com](https://www.linkedin.com/company/codes-health) [jobs.ashbyhq.com](https://jobs.ashbyhq.com/codes-health).
  - Claims **50% more case capacity** and **1.7x larger case settlements** for clients [getcodeshealth.com](https://www.getcodeshealth.com/).

## Competitive Advantages
- **Speed & Automation**: Agentic AI combined with proprietary provider network achieves 1–2 week turnaround vs. industry average of 3–6 weeks.
- **Nationwide Coverage**: Retrieves from every provider in all 50 states from day one [getcodeshealth.com](https://www.getcodeshealth.com/).
- **Security & Compliance**: HIPAA-compliant, AES-256 encryption, TLS 1.2+, SSO, role-based access, full audit trail, BAA executed. Data never used to train models [getcodeshealth.com](https://www.getcodeshealth.com/).
- **AI Accuracy with Human Oversight**: All AI outputs verified by humans; missing-record detection and error-checking built in.
- **Vertical Focus**: Built exclusively for plaintiff law firms, offering integrations with claims clearinghouses and case management workflows.

## Strategic Focus
- **Scaling Operations & Customer Success**: Rapidly hiring across key accounts, enterprise CS, and operations to support growing client base [linkedin.com](https://www.linkedin.com/company/codes-health) [builtin.com](https://builtin.com/company/codes-health-1).
- **Expanding AI Capabilities**: Continuing to refine AI-driven insights, chronologies, and predictive analytics for settlement outcomes.
- **Geographic Expansion**: Already covering 50 states, but likely deepening integrations with regional provider networks and claims systems.
- **Growing the Team**: 10+ open roles as of mid-2026, with strong emphasis on customer success, engineering, and growth [jobs.ashbyhq.com](https://jobs.ashbyhq.com/codes-health).

## Why Work Here
- **High-Growth Startup**: Headcount grew 725% YoY; early joiners can shape the company’s culture and processes.
- **Mission-Driven**: Work on fixing a broken, paper-heavy process that delays patient care and legal outcomes.
- **Remote/Hybrid/Office**: Some roles are listed as “Remote” (e.g., Legal Records Retrieval Specialist, Customer Success Manager) while others are “In-Office” at the New York, NY headquarters. Roles typically specify location [builtin.com](https://builtin.com/company/codes-health-1).
- **Notable Perks & Culture**: Described as a “modern, AI-powered platform” with a flat, founder-led team. Team spans US, Philippines, and Puerto Rico [linkedin.com](https://www.linkedin.com/company/codes-health). Engineering culture emphasizes cutting-edge AI, security, and direct impact on case outcomes.
- **Compensation**: Salary ranges visible on job posts (e.g., Strategy & Ops role: $130K–$300K) [ycombinator.com](https://www.ycombinator.com/companies/codes-health).

## Sources
1. [getcodeshealth.com](https://www.getcodeshealth.com/)
2. [ycombinator.com](https://www.ycombinator.com/companies/codes-health)
3. [linkedin.com](https://www.linkedin.com/company/codes-health)
4. [builtin.com](https://builtin.com/company/codes-health-1)

## Other roles at Codes Health

- [Customer Support Specialist](https://feeny.ai/job/customer-support-specialist-codes-health-united-states-n1mqy76ybzb7) — United States
- [Key Accounts Associate](https://feeny.ai/job/key-accounts-associate-codes-health-new-york-10nn4m89mkgr) — New York, NY
- [Legal Records Retrieval Specialist (Experienced)](https://feeny.ai/job/legal-records-retrieval-specialist-experienced-codes-health-united-states-mk7e5pwcv7pq) — United States
- [Enterprise Account Executive](https://feeny.ai/job/enterprise-account-executive-codes-health-new-york-gy1g2j4fh5j4) — New York, NY
- [People Operations](https://feeny.ai/job/people-operations-codes-health-new-york-zwdf8h25ted1) — New York, NY
- [Enterprise Sales Development Representative (Ent-SDR)](https://feeny.ai/job/enterprise-sales-development-representative-ent-sdr-codes-health-new-york-ma27pej17rdg) — New York, NY
- [Sales Development Representative (SDR)](https://feeny.ai/job/sales-development-representative-sdr-codes-health-new-york-5qt3t6ygrmv2) — New York, NY
- [Medical Records Retrieval Lead (Legal, Experienced)](https://feeny.ai/job/medical-records-retrieval-lead-legal-experienced-codes-health-united-states-whx0j4xh81qp) — United States
- [Founding Designer](https://feeny.ai/job/founding-designer-codes-health-new-york-58f09qxangja) — New York, NY
- [Software Engineer](https://feeny.ai/job/software-engineer-codes-health-new-york-f5pqd43f27dc) — New York, NY