• Lead end-to-end CRM setup, configuration, and optimization across client accounts • Build pipelines, lifecycle stages, segmentation logic, and contact data architecture • Maintain data hygiene and connect CRM to marketing, advertising, and analytics platforms • Build and manage email campaigns end-to-end — from brief and template build through to deployment • Plan and manage campaign calendars across multiple client accounts simultaneously • Monitor performance and make data-led optimization decisions in real time • Design and deploy automated workflows — lead nurture, onboarding, re-engagement, and more • Build trigger-based automations tied to CRM stages, form submissions, and behavioral signals • Test, QA, and continuously improve automation flows based on performance data • Build client-facing dashboards and track key CRM and campaign metrics • Produce regular performance reports with clear strategic recommendations • Set up automated reporting workflows to reduce manual overhead

• Create raving fans. You thrive on cultivating meaningful relationships with others. • Consult with a set roster of clients on how to achieve exceptional performance from their digital marketing campaigns (note: this is NOT a sales role - it's about collaborating and working with clients to solve their business challenges with digital marketing). • Work alongside our team of digital marketing specialists, responsible for executing inbound marketing solutions that align with a client’s marketing objectives. • Manage and evaluate client campaigns on an ongoing basis. • Stay abreast of inbound marketing developments and make appropriate recommendations to team members and clients.

Partner Success Manager WHO WE ARE SwipeSense is a healthcare technology company on a mission to eliminate harm and waste in medicine. Hospitals use our platform to prevent infections, make better use of their equipment, and improve the patient experience. We believe in the power of data and partner with hospital teams to provide them with insights to sustain positive behavior change and deliver a predictable patient journey. We value relentless experimentation, a locked-arms attitude, and a shared purpose to improve the future of healthcare. Our vision is to be the safety platform for hospitals with a growing number of applications such as hand hygiene compliance improvement, asset tracking, and nursing insights. WHO WE NEED We are looking for a passionate Partner Success Manager who will partner with and ensure the long-term success of our healthcare customers. At SwipeSense, we build products that help save lives, and in turn you should be excited to imagine and integrate best-practices for optimizing outcomes both for our customers and the patients they serve. We are looking for team members who are wholly devoted to fostering cooperation, learning and coordination between product adoption and customer experience functions. Customer-centricity is at the heart of your performance. You are passionate for process, rigor, and thrive working in a highly strategic and data-informed environment. You have a continuous improvement mindset; driven to understand ‘why’ and able to suggest ideas to improve the current environment in a constructive manner. You think critically before acting. You are comfortable interfacing with customers at the C-Suite level and you are able to raise interdependent issues/concerns that may impact deliverables. You subscribe to and promote a culture of collaboration, where knowledge and skills are shared to facilitate efficient and timely delivery of our customer commitments. PRIMARY ROLE The Partner Success Manager (PSM) will be responsible for managing an assigned book of business to ensure maximum client retention. The renewal of your accounts is dependent upon your ability to understand and measure the client's desired outcomes, ensure a strategy is in place to meet those desired outcomes, and maximize usage, adoption, and performance to drive optimal value. KEY RESPONSIBILITIES - Build and maintain strong, long-lasting customer relationships. - Develop a trusted advisor relationship with accounts and key customer stakeholders. - Collaborate with customer leadership to define, then drive, key metrics per customer’s goals and expectations. - Increase utilization of SwipeSense products at customer locations. - Analyze critical ROI data and develop methods of feedback and targeted improvement plans to ensure customer desired outcomes are achievable. - Forecast, monitor, and communicate progress for key customer metrics. - Communicate the progress of monthly/quarterly customer initiatives to internal and external stakeholders. - Actively communicate product updates and relevant features to customers to set expectations and manage the customer experience. - Identify and grow expansion opportunities within the assigned customer base; collaborating with the sales teams to achieve the sale. - Monitor and execute contract renewals in a predictable cadence and communicate at risk accounts for escalation. - Discover customer pain points, then advocate for them internally to influence product changes. - Support customer requests and issue escalations as needed. - Document support requests to influence engineering and support content roadmaps. - Other duties as assigned. QUALIFICATIONS - 3+ years of customer-facing experience, specifically as a Customer Success Manager or in a sales-related function requiring account management and renewals - Bachelor’s degree or equivalent - SaaS, IoT, or related tech experience required, healthcare experience a plus - Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level - Experience in delivering customer-focused solutions based on their needs - Ability to manage a demanding workload, competing priorities and tight deadlines - Excellent listening, negotiation and virtual presentation skills - Excellent verbal and written communications skills - Preference to experience using Salesforce to record and monitor customer activity - Comfortable working with Excel is a plus - Ability to travel up to 50% of the time If your experience looks a little different from what we’ve identified and you think you can excel in this role, we’d love to learn more about you. Please note: position is a full-time, exempt remote position operating in US eastern time. SwipeSense offers competitive compensation, and excellent medical and dental benefits. M/F/D/V Candidates must be a US Citizen, or a foreign citizen with a required work visa.

Salary, bonus (10k), equity NO visa sponsorship There is a strong preference for candidates in the Pacific time zone, though candidates on the East Coast are also considered. - 2+ years customer-facing experience in SaaS/software companies - Customer Success Manager or Onboarding Specialist title preferred - Startup experience strongly preferred for handling chaos/ambiguity 💰 Selling points - Backed by Y Combinator - $12M funding from top investors - Genuine product love - customers really love what they've built - Growth opportunities - Promoted 2 people last year - Great work-life balance - fully remote Our client, a B2B fintech software startup, is seeking Implementation Specialists. They are looking for an Implementation Specialist with 2–3 years of experience in a customer-facing SaaS role. This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90–100 days on the platform. The ideal candidate is proactive, coachable, and thrives in a structured individual contributor role. You will serve as the primary point of contact for new customers, ensuring they are fully onboarded and positioned for long-term success. What You'll Do - Conduct onboarding and training calls to help new customers quickly realize product value - Initial onboarding call (1 hour via Zoom) focused on setup and foundational training - Follow-up sync calls (15–45 minutes) covering advanced setup, feature training, team enablement, and product updates - Manage the full implementation lifecycle for a portfolio of SMB bookkeeping or accounting firms (typically serving 10–50 clients monthly) during their first 90–100 days - Serve as the primary point of contact during onboarding, driving strong engagement and high renewal rates - Capture customer feedback and feature requests to inform product improvements and internal process enhancements What Were Looking For - 2–3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar) - Experience working with accounting or bookkeeping clients preferred - Prior onboarding or training experience with SMB customers - Experience at an early-stage startup is a plus - Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus - Highly coachable and open to feedback - Excellent communication and customer-facing skills This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.