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account management fintech customer success stakeholder management b2b📋 Description
- Manage day-to-day relationships with private practice owners and admins to ensure adoption.
- Design experiments to improve retention and expansion (reduce churn and upsell features).
- Use surveys and interviews to tailor communications for non-tech users.
- Develop messaging that simplifies fintech concepts for medical staff.
- Collaborate with stakeholders to refine messaging based on customer feedback.
🎯 Requirements
- 2-8 years of Customer Success or Account Management experience.
- BA degree or equivalent experience.
- Direct experience in customer success or similar roles.
- Background in B2B service; passion for helping SMBs in a regulated industry.
- Experience in fast-paced environments or startups.
- Experience partnering with executive-level stakeholders.
- Experience coordinating cross-functional teams.
🎁 Benefits
- Equity and ownership in the company.
- Competitive salary based on experience.
- Health, vision, and dental insurance.
- 401K retirement match.
- Hybrid policy: four days in office, Wednesdays work-from-home.
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