Kourtney H.

Client Success Manager | SaaS Tech | Onboarding & Retention Pro | Care Navigation

Role
Customer Success Manager at Take Command
Location
Dallas, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Kourtney H.

I help organizations bridge healthcare complexity with growth — building strong relationships, driving adoption, and translating complex healthcare solutions into clear value for clients and stakeholders. My background combines healthcare operations, clinical exposure, customer success and consultative sales experience, allowing me to work effectively at the intersection of patient care, technology, and business strategy. Over the past several years, I have partnered with employer groups, healthcare stakeholders, and cross-functional teams to support onboarding, improve utilization, drive retention, and identify opportunities for expansion. I’m especially energized by healthcare technology and health-adjacent solutions that improve access, reduce friction, and create measurable outcomes. Whether working directly with clients, supporting strategic accounts, or collaborating with internal product and operations teams, I focus on building trust, simplifying complexity, and helping organizations grow sustainably. My experience includes: • Account and territory ownership across B2B healthcare and benefits environments • Consultative sales and revenue expansion strategies • Customer success and lifecycle management • Healthcare navigation and benefits education • Cross-functional collaboration across Sales, Product, Operations, and Support.

Experience

  1. Customer Success Manager

    Take Command

    Jan 2025 — Present

    Benefit Consultant Partner to now, Customer Success Manager. Partnering with brokers and clients to meet company needs for compliant benefits packaging provided through our advanced tech platform, offered as a SaaS product.

Education

  • University of North Texas at Dallas

    Bachelor of Arts - BA, Psychology

    2026

  • Plano Sr High School

    High School Diploma, Marketing

  • Prairie View A&M University

    Bachelor of Science - BS, Psychology

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Kourtney H. — Customer Success Manager at Take Command in Dallas, TX, US | Unifers