Customer Success Manager

Job Description

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, while identifying new business opportunities.

The CSM will be involved in all aspects of support, account management, product demonstrations, existing customer education and new business development.

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.

Generate new business opportunities through trade shows and conferences.

Demonstrate the platform to prospects as well as 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).

3‑5 years experience in Customer Success, Account Management, Strategic Services or related areas; selling to and 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.

Experience in employee benefits is a plus but not required.

Fluent in Spanish is a plus but not required.

All your information will be kept confidential according to EEO guidelines.