Customer Success Manager

March 27

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Finance in a Box

One stop shop for finance function needs.

11 - 50

Description

• Managing Enterprise accounts, primarily working with dental office leadership and central office leadership • Execute the customer success strategy, focusing on high touch points and relationship building with dental offices • Achieve individual metrics and KPIs designed to utilize a data-based approach within the Customer Success Team • Assist in improving processes around account setup, implementation, training, and ongoing account review and modification to minimize churn and support account expansion • Plan account expansion initiatives and targeted campaigns for accounts with lower usage • Conduct frequent reviews with accounts and team to determine customer satisfaction and utilization levels • Employ the total office concept, ensuring every member of the dental office staff is engaged

Requirements

• 5+ years of experience in customer success in SAAS or similar product • Proficiency in Salesforce is required • Previous Experience with renewals • Excellent communication and interpersonal skills • Bachelor’s degree or extensive experience • Experience in Management Consulting • Excitement to learn about artificial intelligence, insurance, dentistry, and technology • Strong work ethic and hustle to achieve results in a high-growth startup environment • Experience in insurance, dental/healthcare, startups, or B2B software is a plus but not required

Benefits

• Competitive salary • Flexibility on vacation and time off • Healthcare paid by the company • Work from home

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