Customer Success Manager
Listed on 2026-07-04
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Customer Service/HelpDesk
Customer Success Mgr./ CSM, Customer Service Rep, Client Relationship Manager -
Business
Customer Success Mgr./ CSM, Client Relationship Manager
Med Put is an innovative SaaS based employee benefit program that provides interest-free financing and bill negotiation services for any out-of-pocket healthcare expenses. Med Put is growing rapidly and our customers’ success is at the core of everything we do. We are looking for a results-driven Customer Success Manager who is ready to contribute to the growth and continued success of Med Put.
The CSM will be the key champion for existing Med Put customers, whose goal is to provide an optimal user experience to ensure renewals.
We've recently launched a BNPL financing product called Basis. Basis allows customers of partner dental practices, vet clinics, and auto dealers to access interest-free financing with no credit check for any expense.
Job DescriptionWhat You’ll Do
Note:
Candidates who are not fluent in Spanish will not be considered for this position
The CSM will be involved in all aspects of support, account management, product demonstrations and existing customer education.
Own the ultimate responsibility for customer enrollment. Be prepared to field any questions related to product offering.
Serve as the primary contact for the onboarding of new customers, the training of platform end users, as well as post go-live support.
Demonstrate the platform to existing customers.
Represent the voice of the customer to provide input into the product roadmap, marketing and sales process.
Develop a trusted advisor relationship with key stakeholders to drive product adoption and ensure that customers are leveraging the solution to achieve full business value.
Collaborate with cross-functional Med Put teams (Sales, Product, Marketing & Development) to address customer requirements and feedback.
Measure customer engagement and execute strategies to drive maximum ROI.
Identify opportunities for customers to act as Med Put advocates (e.g. testimonials, case studies).
QualificationsWhat We’re Looking For
2-4 years experience in Customer Success, Account Management, or related areas; serving customers while making them immensely successful in terms of increased adoption and delivering value.
Experience building and maintaining relationships, while driving engagement as well as renewals.
Empathetic, positive attitude with a desire to help customers reach their goals.
Self-starter with a proven track record of driving customer success and aligning in complex customer environments at the executive and department levels.
Fanatical about customer success and tenacious at driving long-term customer value.
Team player with the highest level of integrity, who will continue to improve the way Med Put serves its customers.
Excellent communication and interpersonal skills.
Ability to work independently and to deliver on detail as well as strategy.
Comfortable in a startup environment with the ability to pivot quickly and wear multiple hats in a dynamic setting.
Fluency in Spanish is required
Experience in employee benefits is a plus but not required.
Additional InformationWhat You’ll Get
Great colleagues and a team oriented environment
The freedom to be creative and make a difference
At Med Put, we truly value our employees and want to do everything to ensure that our employees are not only happy and professionally fulfilled, but also have the opportunity to be healthy. Because of this, we are committed to providing access to a number of valuable health and wellness benefits for our employees such as:
Paid vacation and sick time
401K
Medical and dental insurance
STD/LTD insurance
Job Type: Full-time
Job Location:
Remote
Required education:
Bachelor's
All your information will be kept confidential according to EEO guidelines.
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