The RoleYou'll own customer outcomes from onboarding through long-term success.
This is not a traditional customer success role.
Instead, you'll work directly with CFOs, controllers, and revenue cycle leaders while partnering closely with Product, Engineering, and Sales. You will report directly to the Founder and CEO.
You'll spend time in spreadsheets, data exports, reconciliations, implementation plans, customer calls, product reviews, and support escalations. Sometimes you'll help a CFO understand a revenue variance. Other times you'll work with Engineering to diagnose broken integrations, reconciliations that don't tie, and data questions that need answers tonight.
Own the OutcomeYour primary responsibility is to ensure that every customer becomes a reference customer.This work takes sharp prioritization, active problem solving, and relentless follow-through. You are the customers' trusted advisor, helping customers improve how they operate while surfacing product gaps and solving issues. In practice, you'll:
- Lead implementations from kickoff to first value
- Drive integrations, configuration, validation, and stakeholder alignment
- Support customers through critical moments like month-end close, audits, and board reporting
- Identify and resolve risks before they become problems
- Serve as the primary partner on how the company fits into the customer's business
CompoundEvery customer interaction should make the next customer more successful.In addition to solving issues for individual customers, you will build systems from that experience to improve quality and efficiency. In practice, you'll:
- Build and cultivate deep, trust-based customer relationships, the most important asset
- Reduce time-to-value through better onboarding processes and playbooks
- Create customer health signals and operational metrics
- Document and automate repeatable work
- Partner with Product and Engineering on what gets built next
Who You AreNon-negotiable: You're financially literate and credible with a CFO.You understand how healthcare finance works (charges, collections, net revenue, AR, write-offs, and reconciliations) well enough to identify issues, solve problems, and know when to escalate.
Beyond that, your background likely includes some combination of:
- Early customer success, implementation, or delivery experience at a B2B SaaS company
- Founder, operator, or consultant experience
- Healthcare finance, revenue cycle, or operational experience
- Experience building processes and systems in fast-growing environments
Why This RoleWe're at an inflection point. The company is being pulled into new customers and partnerships faster than they can absorb them.
This role lets them take on the next wave of customers without compromising the trust and quality that got them here, and turns bespoke work into a repeatable system.