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crm fintech saas api📋 Description
- Lead the post-sale onboarding, engagement, retention, and growth of strategic platform customers
- Drive expansion within accounts: increase loan origination and product adoption
- Drive overall account health: capital origination, product adoption, customer satisfaction
- Monitor KPIs; diagnose issues; coordinate with internal teams and partners
- Support or lead quarterly business reviews; influence growth initiatives
- Share customer feedback with Product, Engineering, Support, and Platform Partnerships
🎯 Requirements
- At least 5 years in customer success or partnerships (mid-market/enterprise)
- Experience managing multi-threaded relationships for a technical product to director level
- Lead technical conversations and influence internal/external teams
- Proven track record of revenue-based targets and account expansion
- Outstanding verbal and written communication with partners
- Familiarity with API-driven products
🎁 Benefits
- Equity grant
- Medical, dental & vision insurance
- Work from home flexibility
- Unlimited PTO
- Commuter benefits
- Free lunches
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