Customer Success Manager

About the Opportunity:

The organization is a fast-growing FinTech focused on providing an inclusive Buy Now, Pay Later solution for medical practices, making healthcare services more financially accessible to patients. The Customer Success Manager will partner with customers to retain and grow transaction volume through strategic engagement, training, and support.

Responsibilities:

• Build and maintain relationships with partner practices to drive retention and transaction volume growth

• Use data, insights, and technology to optimize engagement within your portfolio of partner practices

• Share best practices and enable partners to leverage payment plan technology for business growth

• Prioritize time on key growth opportunities and risk mitigation within your assigned portfolio

• Develop industry expertise to guide customers as a trusted advisor

• Accurately forecast portfolio transaction volume regularly

• Log and track all customer interactions in the Customer Relationship Management system

• Continuously improve engagement tactics by seeking feedback and learning new approaches

• Take ownership of personal and customer success outcomes

• Request referrals within your assigned portfolio when opportunities arise

• Collect and share customer experience feedback to inform internal teams

• Collaborate with colleagues and contribute to overall team performance

• Demonstrate ownership and accountability in all tasks

Requirements:

• 2+ years of experience in a customer-facing role

• Exceptional verbal and written communication skills

• Strong interpersonal skills

• High attention to detail and procedural accuracy

• Passion for delivering excellent customer experiences

• Comfortable working with multiple software platforms

• Adaptable with strong troubleshooting abilities

• Problem-solving mindset and goal-oriented attitude

• Experience in sales, customer success, or account management is a plus

Compensation:

• $105k base pay

• $40k uncapped, on-target commission

• Generous equity grant

Benefits & Perks:

• Medical, vision, and dental benefits

• Fully remote work environment

• Summer and winter company retreats

Note:

RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.