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About the role
Key responsibilities & impact- Own the full partner lifecycle: onboarding, adoption, engagement, renewal, and expansion
- Serve as the primary point of contact and trusted advisor for B2B partners
- Lead regular check-ins and quarterly business reviews (QBRs) to align on goals, KPIs, and value delivered
- Develop and monitor customer health metrics; proactively identify and mitigate risk
- Drive retention and expansion through strong relationship management and performance insights
- Track account performance and communicate key trends and opportunities to leadership
- Manage and provide oversight to an offshore resource supporting partner operations and customer support
- Maintain clean account documentation, success plans, and internal trackers
- Build scalable playbooks, templates, and processes to improve efficiency and consistency
- Partner with Product, Operations, Marketing, and Clinical teams to resolve issues and improve the customer experience
- Share customer feedback internally and advocate for improvements that drive retention and growth
- Support development of partner-facing enablement and marketing resources (e.g., onboarding materials, training decks, case studies)
Requirements
What you’ll need- 3–5+ years in Customer Success, Account Management, or a related role
- Experience managing B2B accounts with structured QBRs and executive stakeholders
- Strong analytical skills with experience using CRMs and reporting tools (e.g., HubSpot, Salesforce, Looker, Zoho)
- Excellent communication and stakeholder management skills
- Highly organized with strong attention to detail and ability to manage multiple priorities
- Comfortable operating in a fast-paced, ambiguous startup environment
Benefits
Comp & perks- Health insurance
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer successaccount managementB2B account managementanalytical skillsreporting toolsQBRsrisk mitigationperformance insightsdocumentation managementprocess improvement
Soft Skills
communication skillsstakeholder managementorganizational skillsattention to detailrelationship managementmulti-taskingadvocacycollaborationproblem-solvingadaptability
