• Build and maintain relationships with partner practices to drive retention and transaction volume growth
• Use data, insights, and technology to optimize engagement within your portfolio of partner practices
• Share best practices and enable partners to leverage payment plan technology for business growth
• Prioritize time on key growth opportunities and risk mitigation within your assigned portfolio
• Develop industry expertise to guide customers as a trusted advisor
• Accurately forecast portfolio transaction volume regularly
• Log and track all customer interactions in the Customer Relationship Management system
• Continuously improve engagement tactics by seeking feedback and learning new approaches
• Take ownership of personal and customer success outcomes
• Request referrals within your assigned portfolio when opportunities arise
• Collect and share customer experience feedback to inform internal teams
• Collaborate with colleagues and contribute to overall team performance
• Demonstrate ownership and accountability in all tasks
Requirements
• 2+ years of experience in a customer-facing role
• Exceptional verbal and written communication skills
• Strong interpersonal skills
• High attention to detail and procedural accuracy
• Passion for delivering excellent customer experiences
• Comfortable working with multiple software platforms
• Adaptable with strong troubleshooting abilities
• Problem-solving mindset and goal-oriented attitude
• Experience in sales, customer success, or account management is a plus
Additional Instructions
• Build and maintain relationships with partner practices to drive retention and transaction volume growth
• Use data, insights, and technology to optimize engagement within your portfolio of partner practices
• Share best practices and enable partners to leverage payment plan technology for business growth
• Prioritize time on key growth opportunities and risk mitigation within your assigned portfolio
• Develop industry expertise to guide customers as a trusted advisor
• Accurately forecast portfolio transaction volume regularly
• Log and track all customer interactions in the Customer Relationship Management system
• Continuously improve engagement tactics by seeking feedback and learning new approaches
• Take ownership of personal and customer success outcomes
• Request referrals within your assigned portfolio when opportunities arise
• Collect and share customer experience feedback to inform internal teams
• Collaborate with colleagues and contribute to overall team performance
• Demonstrate ownership and accountability in all tasks
Perks and Benefits
• Medical, vision, and dental benefits
• Fully remote work environment
• Summer and winter company retreats
