MediSpend

Customer Success Manager

• Serve as the customer champion, front-line customer leader, and dedicated account owner for assigned customers
• Build strong customer relationships through proactive engagement and account management
• Act as a product leader and trusted advisor, providing recommendations and leading customer presentations in virtual and face-to-face settings
• Understand customer needs, address challenges, and recommend solutions that drive satisfaction and value
• Guide customers through initial rollout and deployment, ongoing management, renewals, and expansion opportunities
• Coach customers to become product experts and train their teams on Medispend product methodologies
• Drive customer engagement, satisfaction, and loyalty, focusing on SaaS renewals and long-term customer success
• Identify customer growth and expansion opportunities and partner with Sales on strategic customer plans
• Translate customer business needs and product requirements into effective solutions with cross-functional teams
• Communicate customer feedback to internal teams
• Develop and enhance customer onboarding resources with Product Management
• Support the development of customer references and case studies
• Travel to meet customers onsite as needed for onboarding and adoption
• Partner with Sales on prospective customer opportunities and product positioning

Customer Success Manager, Medical Affairs

Financial Planning and Analysis

• Support annual budgeting and periodic forecasting processes, including gathering assumptions, preparing financial models, consolidating inputs, and analyzing results
• Prepare monthly budget-to-actual and period-over-period analyses
• Analyze revenue, expenses, headcount, operating results, and other key financial and business metrics to identify trends, risks, opportunities, and areas requiring further review
• Develop and maintain financial models, schedules, dashboards, and reports for financial planning and business decision-making
• Partner with department leaders to review financial performance, understand variances, monitor spending, and support departmental planning and forecasting
• Assist with company-wide KPI analysis and management reporting
• Perform ad hoc financial analysis and scenario modeling for business initiatives, investments, operational changes, and strategic decisions
• Support cash flow forecasting and other financial planning activities
• Assist in tracking sales bookings, renewals, and contraction data
• Support Finance and Accounting teams with contract management
• Monitor financial and operational data accuracy and consistency and resolve data quality issues with stakeholders
• Improve financial reporting, forecasting, modeling, and analytical processes through efficiency, standardization, and automation
• Support Finance leadership with presentations, analyses, and materials for executive leadership and key stakeholders
• Maintain confidentiality and appropriately handle sensitive company and financial information
• Perform other duties and special projects as assigned

Customer Success Manager, Medical Affairs

Financial Analyst