Customer Success

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About the Opportunity

This is an opportunity to join an extremely fast-growing FinTech organization that has built the simplest, fastest, and most inclusive Buy Now, Pay Later solution for medical practices such as dentists, medical aesthetics, veterinarians, and more. The organization enables medical practices to treat more patients by making their services more financially accessible.

The organization was founded and is led by entrepreneurs with a previous successful exit and is backed by an all-star lineup of investors.

With proven product-market fit and rapid success across its revenue organization, the company is growing its team. This role represents an incredible opportunity to get in early at a high-growth, high-performance organization that is reshaping the way patients pay for care.

Customer Success Managers will strategically partner with customers to drive successful retention and growth of transaction volume by engaging, training, and enabling their practices with a highly-optimized approach.

Key Responsibilities

• Develop relationships with a large number of partner practices, driving mutual success through the retention and growth of transaction volume
• Proactively leverage data, insights, and technology to optimize engagement of your partner practice portfolio and maximize desired outcomes
• Share enthusiasm, best practices, and enable partner practices with a focus on leveraging payment plan technology to grow their business
• Strategically allocate your time on the most productive opportunities of growth and risk mitigation within your portfolio of partner practices
• Master the industry and use expertise to influence business process adoption with your customers as a trusted advisor
• Accurately forecast your expected portfolio transaction volume on a regular basis
• Consistently log and track interactions in the Customer Relationship Management system
• Take initiative to continuously improve your approach by seeking feedback, learning, and experimenting with new engagement tactics
• Take ownership and accountability of your own success, as well as that of your customers
• Strengthen the organization in your assigned portfolio by asking for referrals at every possible opportunity
• Partner with customers over experience feedback to help inform stakeholder teams, like Product, of opportunity areas
• Be a team player, give and accept feedback, collaborate with colleagues, and seek to lift every member of your team to greatness
• Act like an owner at all times

Required Qualifications

• 2+ years of experience in a customer-facing role
• Exceptional verbal and written communication skills
• Strong ability to connect interpersonally with others
• High attention to detail and ability to follow procedure with accuracy
• Developed passion for the customer experience
• Comfortable working with various software platforms
• Adaptable and proven ability to troubleshoot on the fly
• Problem solver with can-do attitude and desire to outperform

Preferred Qualifications

• Bonus to those with sales, customer success, or account management experience

Compensation Package

• Competitive cash comp and equity
• Medical, vision, and dental benefits
• Fully remote company
• Summer and winter company retreats

The hiring company provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.