Customer Success Manager

Remote
RemoteHunter $40,000 - $105,000
Full Time Mid Level 2+ years

Posted 1 month ago Expired

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About This Role

This role involves partnering with medical practice customers to ensure their retention and growth in transaction volume by providing strategic engagement, training, and support for a FinTech Buy Now, Pay Later solution. The Customer Success Manager will also act as a trusted advisor, optimizing engagement through data and technology, and continuously improving customer experience.

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

Qualifications

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

Nice to Have

  • Experience in sales, customer success, or account management

Skills

Customer Relationship Management (CRM) system *

* Required skills

Benefits

Medical benefits
Winter company retreats
Dental benefits
Equity grant
Vision benefits
Summer company retreats

About RemoteHunter

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.

Finance
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