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Basis

Basis

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Customer Success Manager

Santa Monica, CA
full-time
Posted 8/29/2025
Verified Source
Key Skills:
Customer Success
Account Management
Product Demonstrations
Customer Onboarding
Cross-functional Collaboration
Customer Engagement
Renewals
New Business Development

Compensation

Salary Range

$70K - 100K a year

Responsibilities

Manage customer enrollment, onboarding, training, support, and drive product adoption and renewals while identifying new business opportunities.

Requirements

3-5 years experience in customer success or related roles, strong relationship building, communication skills, self-starter attitude, and ability to work in a startup environment.

Full Description

Company Description MedPut is an innovative SaaS based employee benefit program that provides interest-free financing and bill negotiation services for any out-of-pocket healthcare expenses. MedPut 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 MedPut. The CSM will be the key champion for existing MedPut customers, whose goal is to provide an optimal user experience to ensure renewals, while identifying new business opportunities. Job Description What You’ll Do 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 tradeshows 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 MedPut 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 MedPut advocates (e.g. testimonials, case studies). Qualifications What We’re Looking For • 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 MedPut 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. Additional Information All your information will be kept confidential according to EEO guidelines.

This job posting was last updated on 9/4/2025

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