Deliver a proactive client management strategy to encourage growth and retention with merchant partners.
Identify and execute upsell and cross-sell opportunities across a broad portfolio to enhance client value.
Provide prompt support, conduct regular performance reviews, and collaborate internally to align client goals.
Affirm is a financial technology company that reinvents credit to offer buy now, pay later solutions without hidden fees. It is a publicly traded company with a large workforce and a culture centered on honesty, transparency, and putting people first.
Lead, mentor, and develop a team of Customer Success Professionals, providing coaching and performance feedback.
Develop and implement customer success strategies to improve satisfaction, retention, and expansion (NRR).
Analyze customer health trends and data to proactively mitigate churn risks and identify improvement opportunities.
Propelus simplifies workforce compliance management across healthcare with innovative technology and strategic partnerships. A trusted leader for over 20 years, they deliver seamless compliance solutions to millions, with a focus on bringing more good into the lives of people serving healthcare.
Provide thoughtful, responsive support to pet owners via phone, chat, and email.
Manage high call volumes, de-escalate difficult situations with empathy, and maintain calm while exemplifying company values.
Document interactions accurately in CRM and meet productivity and quality targets.
Trupanion is a leading provider of medical insurance for cats and dogs in North America, dedicated to helping pet owners budget and care for their pets. The company offers a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves.
Provide advanced troubleshooting for medical devices, software, and connectivity issues.
Document and escalate product complaints and technical issues in a regulated environment.
Collaborate cross-functionally to improve product and customer experience.
SleepRes is a medical device startup revolutionizing sleep apnea and sleep-therapy technology. It is a small, collaborative, and agile team focused on innovation and patient impact.
Provide friendly, accurate, and timely service to customers through inbound and outbound interactions across multiple channels, resolving issues and educating on healthcare benefits.
Conduct outbound outreach for program enrollment and clinical quality calls, using consultative listening to overcome objections and guide customers.
Document all interactions thoroughly, adhere to HIPAA and regulations, and meet or exceed performance goals for customer satisfaction and quality.
Guidehealth is a data-powered, performance-driven healthcare company dedicated to operational excellence, making healthcare affordable, and improving patient health. It is a physician-led, growing organization with a collaborative, agile culture emphasizing cross-training and ongoing development.
Manage a portfolio of SMB and Mid-Market clients as their trusted advisor throughout the client lifecycle.
Build strong relationships, monitor client health, and proactively drive engagement and renewals.
Collaborate cross-functionally with Sales, Product, and Marketing to share client insights and improve offerings.
Headspace provides every person access to lifelong mental health support through evidence-based content, clinical care, and innovative technology. The company has a collaborative, inclusive culture grounded in values like making the mission matter and owning the outcome.
Answer incoming customer phone calls and guide vehicle sellers through the online listing and auction process.
Accurately document every customer interaction in the CRM and coordinate with the Listing Team for seamless handoffs.
Monitor and respond to customer emails, escalating complex issues to the appropriate team member when needed.
Veta Virtual is a virtual staffing company that hires for high-growth clients in the online vehicle sales industry. They offer a collaborative and supportive remote work culture with a focus on customer success.
Evaluate customer interactions across calls, emails, and chats to ensure consistency with brand standards.
Provide structured feedback to supervisors and support coaching to improve agent performance.
Identify trends and gaps to drive continuous improvement in processes and training.
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Our employees are our most valuable resource, and we foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
Develop and execute customer success strategy to maximize retention, satisfaction, growth, and advocacy across a team of Customer Success Managers.
Establish scalable engagement programs, monitor KPIs like CSAT, NPS, and retention rates, and drive revenue growth through account expansion.
Partner cross-functionally with Operations, Sales, Marketing, and Product teams to ensure a world-class customer experience and serve as the voice of the customer.
Stratus is a market leader in brand implementation and maintenance, helping global brands show up consistently through exterior signage, interior branding, site refreshes, digital signage, and ongoing repair. The company fosters a supportive, collaborative culture with career growth opportunities, regular coaching, and mentorship.