Engagement Manager

🕒 May 4

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Logo of Endeavor Flow

Endeavor Flow

11 - 50 employees

Founded 2024

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Endeavor Flow is an easy-to-use payments and patient financing platform that integrates multiple lenders to help medical, dental, and aesthetic practices increase treatment approvals, reduce administrative burden, and grow revenue. The platform streamlines financing by matching patients with the best rates and payment options, speeding approvals, and consolidating payment workflows so practices can focus on care. Endeavor Flow emphasizes higher approval rates, faster processing, and measurable revenue uplift for business customers.

📋 Description

• Lead customer engagement for Endeavor's financing platform across live practices—from go-live to post-launch optimization. • Collaborate with cross-functional teams (Sales, Product, Operations, Customer Success) to develop project plans, define milestones, assign tasks, and ensure alignment on timelines and objectives—mirroring the scope seen in typical implementation manager roles • Serve as the trusted liaison to dental practices: gather business requirements, customize workflows, train practice staff, and troubleshoot issues. • Identify and execute process improvements, share best practices, and accelerate time‑to‑value for practices. • Monitor go-live performance and collect feedback—delivering insights that feed into product enhancements. • Keep stakeholders engaged and informed with regular status reports, dashboards, and success metrics.

🎯 Requirements

• 3-5+ years in an engagement, sales, account management, or client onboarding role—preferably within healthcare, medical/dental financing, SaaS, or health tech • Organized, process-oriented, and adept at managing complex, multi-stakeholder projects under tight timelines. • Able to translate technical concepts into actionable steps for non-technical audiences; experience with CRM, onboarding tools, or health-tech platforms is a big plus • Passionate about solving real-world problems, caring for client success, and delivering exceptional onboarding experiences. • Collaborative in nature, with excellent interpersonal and communication skills, able to build rapport quickly and drive consensus.

🏖️ Benefits

• Highly competitive base salary—structured to attract top-tier talent. • Generous equity package—meaningful stake in our company’s future growth and success. • Flexible, remote-first work environment with travel support for on-site practice visits. • Professional development budget for training, certifications, and conferences. • Health & wellness benefits, casual PTO policy, and vibrant, mission-driven culture.

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