Added
4 minutes ago
Type
Full time
Salary
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Related skills

crm salesforce saas project management excel

📋 Description

  • Act as the primary post-sale point of contact, building and maintaining strong, long-term client
  • Lead post-sale implementation efforts by defining business needs, configuring product
  • Analyze and monitor client dashboards to ensure usability and uncover insights related to model
  • Document all phases of project management and maintain detailed client engagement records
  • Collaborate closely with Sales, Product, Data Science, and Engineering teams on a weekly basis

🎯 Requirements

  • 5+ years of experience in a post-sale client relationship role, supporting customers through
  • Prior experience in the health insurance industry; underwriting background is a strong plus
  • Exceptional organizational, communication, and documentation skills
  • Proven track record in project/account management
  • Experience using CRM tools (Salesforce preferred) and Excel
  • Customer-first mindset with the ability to build trusted client relationships

🎁 Benefits

  • A fun, team-oriented startup culture
  • Generous stock options - we all get to own a piece of what we’re building
  • Unlimited vacation days
  • Flexible schedule that supports working from home
  • Full benefits package includes medical, dental, vision, 401k, paid paternal leave, and more
  • Ample opportunities to learn and take on new responsibilities
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