The Problem What I Solve Case Study Experience Connect
Enterprise Customer Success Leader

Joe Travers

I help digital health companies turn complexity into measurable outcomes for clients and their members. Almost 20 years making customer success work where traditional SaaS playbooks fail, now leveraging AI and automation to scale what used to require entire teams.

20yrs
in Digital Health
115%
Net Revenue Retention
$6.2M
ARR Managed
98%
Client Retention

Customer success in digital health is broken.

Not because companies don't care about their clients, but because most CS playbooks were built for traditional SaaS. Digital health isn't traditional SaaS.

In this space, the "customer" is rarely one person. It's a health plan executive who needs ROI for their board. A clinic administrator tracking CPT reimbursement. A provider who barely has time to see patients. And a member who never asked for your product in the first place. If any one of those stakeholders doesn't see value, the whole engagement falls apart.

On top of that, you're navigating HIPAA, CMS requirements, value-based care models, and revenue structures ranging from PEPM contracts to remote patient monitoring codes to outcomes-based arrangements. The typical CS leader walks into this environment and struggles. Not because they lack talent, but because the playbook they know doesn't map to the complexity they're facing.

Six problems I've solved at every company I've joined.

No CS Function (or a Broken One)
Most digital health companies have no formal CS program, or they've copied a generic SaaS model that doesn't fit.
At Voluntis, I pitched the founders on creating CS from scratch, then built everything: personas, journey maps, health scoring, playbooks, dashboards, and the team. Result: 65% adoption increase, 98% retention, 115% NRR.

Building Customer Success From Zero

How I created a CS function at a digital therapeutics company with a revenue model tied entirely to patient engagement.

Company
Voluntis
Duration
~5 Years
Book of Business
$2.7M

The Situation

Voluntis developed FDA-cleared digital therapeutics for chronic condition management. Their revenue was tied to CPT remote patient monitoring codes, meaning if patients stopped using the app or providers stopped prescribing it, revenue stopped. Customer success wasn't just important: it was the revenue engine.

When I joined, there was no CS function. No onboarding program, no health scoring, no journey mapping, no systematic way to drive adoption. Sales would close a deal and then there was a gap.

The Complexity

Every account had three stakeholder groups with different value drivers. Clinic administrators cared about CPT reimbursement revenue. Providers cared about patient adherence and clinical outcomes. Patients cared about feeling better. If any one group didn't see value, the entire account was at risk.

What I Built

I pitched the founders on creating a formal CS function, then built the entire program in 90 days: detailed stakeholder personas, journey maps, high-touch onboarding, a CS platform for health scores and early warning workflows, executive and customer-facing dashboards, and the team to run it all.

I worked directly with EHR administrators to set up order sets, tracked CPT reimbursement at the code level, and conducted QBRs covering both fee-for-service and ACO financial metrics. This level of financial fluency built deep trust with administrators and drove expansion.

The Results

65%
Increase in adoption from baseline
98%
Client retention rate
115%
Net revenue retention
30%
Customers converted to active advocates
30%
Average MRR growth across book of business

Why This Matters

This demonstrates the ability to build from zero, deep understanding of healthcare revenue models, skill in managing multi-stakeholder complexity, a systematic and scalable approach, and the instinct to connect every CS activity to revenue outcomes.

Almost 20 years in digital health and healthcare technology.

2024 - 2025
Wisdo Health
Head of Client Success
Health plan & telehealth partnerships Multichannel Medicaid activation Customer health score model AI-powered CS workflows
2023 - 2024
Supportiv
Director of Client Success & End-User Activation
40% adoption increase 20% engagement boost Brand ambassador program Medicaid population campaigns
2021 - 2023
Twill (acq. by Dario Health)
Director of Client Success & End-User Activation
$6.2M book of business 100% NRR, 95% client retention Fortune 500 clients: Amazon, Cigna, Google, Microsoft 50% reduction in time-to-value
2015 - 2020
Voluntis
Director of CS / Theraxium Product Manager
Built CS from zero 98% retention, 115% NRR CPT reimbursement expertise 65% adoption improvement
2005 - 2014
Boston Scientific, EMD Millipore, Corning Life Sciences
Digital Marketing Leadership
Foundation in digital marketing strategy Healthcare & life sciences focus The marketing DNA behind my CS approach

Let's talk.

Whether you're building a CS function, solving retention challenges, or need someone who understands the intersection of healthcare and customer success.

joe@digitalhealthsuccess.com  ·  585-738-0464  ·  Rochester, NY