SMB Account Executive (Fundera)
NerdWalletFull Time
Junior (1 to 2 years), Mid-level (3 to 4 years)
The ideal candidate is a high-energy, passionate, and detail-oriented individual with a strong understanding of product and internal processes. Experience with Salesforce cases system and a proven ability to manage client relationships at scale are required. Familiarity with cross-functional coordination and client reporting is also necessary.
The Client Success Associate will manage a portfolio of Small and Medium Businesses (SMBs) through a pooled support inbox, identifying and proposing solutions to improve team efficiency. Responsibilities include standardizing CS team playbooks and documentation, utilizing Salesforce for client issue resolution, and coordinating client activities such as reporting requests and marketing deliverables. The role also involves diagnosing client needs, facilitating problem resolution, following escalation protocols, and partnering with various internal teams to enhance client service and iterate on processes.
Digital health platform for women's healthcare
Maven Clinic provides a digital health platform focused on women's and family health services. It offers a wide range of support, including preconception care, fertility preservation, IVF, adoption, surrogacy, and menopause care. The platform connects users with dedicated Care Advocates and utilizes data-driven insights to ensure equitable access to healthcare, regardless of location or background. This approach helps improve health outcomes and reduces the need for expensive medical procedures. Maven Clinic's services include on-demand appointments with specialized providers, ongoing assessments, and proactive check-ins, which enhance member engagement and allow for early risk identification. The company aims to deliver comprehensive care while achieving significant clinical and business returns on investment.