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fintech customer success renewals strategic planning cross-functional collaboration📋 Description
- Lead and develop a high-performing team of CSMs for SMB/mid-market healthcare
- Coach CSMs to own utilization, retention, and expansion with clear goals
- Drive business outcomes across card spend, marketplace spend, and AI software
- Own renewals, pricing, expansion, and multi-product growth with customers
- Run the operating cadence: weekly reviews and data-driven improvements
- Partner cross-functionally to improve onboarding, adoption, and expansion
🎯 Requirements
- 7+ years in CS/AM or post-sale roles in high-growth tech
- Proven SMB/mid-market success; started as IC, then frontline leader
- Experience leading high-performing customer-facing teams
- Own renewals, expansions, pricing, and negotiations
- VC-backed tech experience, Series B-D growth
- Bachelor's degree from accredited institution
🎁 Benefits
- Equity – ownership in the company
- Competitive salary commensurate with experience
- Comprehensive health, vision, and dental insurance
- 401K match and retirement benefits
- Hybrid work policy: four days in-office, WFH day
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