Customer Success Manager

Reposted 15 Days Ago
Santa Monica, CA, USA
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
The Customer Success Manager will handle customer onboarding, support, and education, driving renewals and identifying new business opportunities.
Summary Generated by Built In
Company Description

MedPut is an innovative SaaS based employee benefit program that provides interest-free financing and bill negotiation services for any out-of-pocket healthcare expenses. MedPut is growing rapidly and our customers’ success is at the core of everything we do. We are looking for a results-driven Customer Success Manager who is ready to contribute to the growth and continued success of MedPut. The CSM will be the key champion for existing MedPut customers, whose goal is to provide an optimal user experience to ensure renewals, while identifying new business opportunities.

Job Description

What You’ll Do

The CSM will be involved in all aspects of support, account management, product demonstrations, existing customer education and new business development.

  • Own the ultimate responsibility for customer enrollment. Be prepared to field any questions related to product offering.

  • Serve as the primary contact for the onboarding of new customers, the training of platform end users, as well as post go-live support.

  • Generate new business opportunities through tradeshows and conferences.

  • Demonstrate the platform to prospects as well as existing customers.

  • Represent the voice of the customer to provide input into the product roadmap, marketing and sales process.

  • Develop a trusted advisor relationship with key stakeholders to drive product adoption and ensure that customers are leveraging the solution to achieve full business value.

  • Collaborate with cross-functional MedPut teams (Sales, Product, Marketing & Development) to address customer requirements and feedback.

  • Measure customer engagement and execute strategies to drive maximum ROI.

  • Identify opportunities for customers to act as MedPut advocates (e.g. testimonials, case studies).

Qualifications

What We’re Looking For

  • 3-5 years experience in Customer Success, Account Management, Strategic Services or related areas; selling to and serving customers while making them immensely successful in terms of increased adoption and delivering value.

  • Experience building and maintaining relationships, while driving engagement as well as renewals.

  • Empathetic, positive attitude with a desire to help customers reach their goals.

  • Self-starter with a proven track record of driving customer success and aligning in complex customer environments at the executive and department levels.

  • Fanatical about customer success and tenacious at driving long-term customer value.

  • Team player with the highest level of integrity, who will continue to improve the way MedPut serves its customers.

  • Excellent communication and interpersonal skills.

  • Ability to work independently and to deliver on detail as well as strategy.

  • Comfortable in a startup environment with the ability to pivot quickly and wear multiple hats in a dynamic setting.

  • Experience in employee benefits is a plus but not required.

  • Fluent in Spanish is a plus but not required.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • 3-5 years experience in Customer Success, Account Management, Strategic Services or related areas
  • Experience building and maintaining relationships
  • Excellent communication and interpersonal skills
  • Self-starter with proven track record
  • Experience in employee benefits is a plus
  • Fluent in Spanish is a plus
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The Company
HQ: New York, New York
13 Employees

What We Do

Basis is a new financing platform that doesn’t use credit scores to approve your customers. This means more approvals and more revenue for your business. Here are some of the top reasons to partner with Basis: 1. We don’t check credit scores and we don’t report to credit bureaus 2. We offer 0%-APR for all of your customers 3. All dental, vet, auto, and health care services and procedures are included 4. No risk to your practice - Basis assumes all credit risk Discover how Basis can work for you and your customers: hellobasis.com Download the app today! Apple App store: https://apps.apple.com/us/app/hellobasis/id1579119435 Android App store: https://play.google.com/store/apps/details?id=com.basis

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