Medsender

Customer Success Manager

• Own customer success, implementation, and support
• Carry gross and net retention as the primary metrics
• Diagnose churn by practice size, EHR, product line, onboarding cohort, and tenure
• Build health scoring and account coverage models
• Systematize expansion motions and partner with sales on expansion hand-offs
• Make implementation measurable and establish time-to-value targets by segment
• Connect onboarding quality to first-year retention
• Own support responsiveness and quality
• Build documentation, in-product guidance, and AI-assisted triage to scale support
• Define the customer journey from contract to renewal and assign ownership at each hand-off
• Bring customer insights into product on a predictable cadence
• Supply references and performance data for analyst relations and case studies
• Assess, develop, and structure the team for a doubling book of business
• Hire as the customer book grows
• Report to the CEO

Explore Head of Customer Success at Medsender. Review requirements and application details.

Head of Customer Success

Account Manager

• Own EHR relationships end to end, including partner management, marketplace listings, co-marketing calendars, user conference presence, and quarterly partner conversations
• Build the co-sell motion with sales, including referral logging, routing, deal execution, and partner follow-up
• Measure and prove partner-sourced pipeline and partner-influenced bookings
• Develop new channel types from signed agreement to repeatable motion through enablement, deal registration, and joint pipeline reviews
• Evaluate channel performance within two quarters
• Bring integration priorities and partner-driven roadmap needs to product
• Own partner economics with finance and legal, including referral fees, revenue share, marketplace terms, and agreements
• Run the partner marketing calendar with the Director of Marketing
• Oversee marketplace sponsorships, partner user conferences, and co-branded content
• Ensure qualified leads from the customer referral program are worked
• Travel regularly to partner user conferences and partner headquarters

Explore Director of Partnerships at Medsender. Review requirements and application details.

Director of Partnerships

Financial Planning and Analysis

• Lead finance and accounting, including monthly close, controls, audit, tax, and cash management
• Own annual budgeting, rolling forecasts, unit economics, and the board reporting package
• Own the CAC and payback model behind marketing and sales spend and go-to-market operating metrics
• Build the internal finance team and insource the function from the current outsourced model
• Lead capital strategy and readiness for a future capital event, including runway and scenario planning, banking relationships, cap table, and diligence readiness
• Own KPI definitions and weekly and monthly business review cadence
• Turn the plan into accountability across the company
• Provide dotted-line oversight of revenue operations, people operations, billing and collections, and coordination with outside counsel
• Recruit, develop, and retain the finance team
• Serve as a thought partner to the CEO and leadership team
• Work across Sales, Marketing, Product, Engineering, Implementation, and Customer Success
• Work closely with the board and Ballast Point Partners

Explore VP of Finance at Medsender. Review requirements and application details.