Customer Success Manager
Indexed description
A high energy Customer Success Manager who approaches the role as a builder and owner – this person would be joining Nitra at a critical stage of our growth (Series B).
The CSM would have deep experience working in high-growth technology or fintech companies, ideally within top-tier VC-backed Series A–C environments. The ideal candidate also has experience working in high-velocity SMB and/or healthcare environments.
The CSM will own a large book of healthcare practice customers and will be responsible for customer retention, spend, and expansion. In addition to traditional Customer Success functions like adoption and implementation, CSMs also drive consumption and upsell/cross-sell.
Our CSMs are the primary conduits between Nitra and our healthcare practice customers – from sole proprietors to large PE backed operations – and will interact directly with doctor/owners, C-suite executives, office managers, and practice admins.
Because Nitra is fast growing, CSMs who thrive at Nitra possess extreme proactiveness, attention to detail, and the ability to deal with high levels of ambiguity.
Your responsibilities will include:
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Own a large book of business (100+ customers) with clear accountability for consumption, customer retention, and net revenue expansion
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Drive consumption and utilization:
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Identify and proactively unblock accounts with low or zero spend
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Drive customers toward consistent, repeat usage of Nitra across finance, marketplace, and AI products
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Monitor daily usage data and take actions to close gaps
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Own retention outcomes
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Reduce churn by proactively identifying risk and intervening early
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Run structured save motions across at-risk accounts
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Build durable customer habits to make Nitra the primary day-to-day platform
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Deliver expansion and revenue growth
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Identify and execute on opportunities to grow spend and new product adoption
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Drive upsell and cross-sell motions across finance, marketplace, and AI products
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Operate with high velocity
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Run high-volume, multi-channel outreach (phone, SMS, email) with bias to action
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Engage directly with customers to drive decisions and behavior change
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Build and iterate playbooks
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Design, test, and scale repeatable motions for use across the entire team
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Use data, segmentation, and experimentation to improve performance over time
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Translate complex financial and technology concepts into clear, practical steps for non-technical users
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Partner cross-functionally (sales, product, marketing, etc) and across timezones (eng is on Taiwan time) to improve onboarding, handoffs, and product features
You have:
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Approximately 5+ years of Customer Success or Account Management experience in a high velocity SMB / Middle Market environment, ranked highly amongst peers as demonstrated through target achievement, awards, promotions.
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Experience owning a large book of business delivering clear performance metrics (GDR, NDR, consumption).
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Demonstrated grit and tenacity, especially within early-stage VC backed environments
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Strong operator mindset and comfort working with data, systems, and workflows to drive outcomes
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Exceptional communication skills, spoken and written, including high volume phone-based outreach
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Ability to simplify complex concepts and drive action with non-technical users
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Strong cross-functional and team orientation with the ability to influence colleagues in different departments, offices, and time zones.
- Bachelors or equivalent degree from an accredited institution.
What we offer:
- Equity - Everyone at Nitra is an owner. When the company wins, you win.
- Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra.
- Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options.
- Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match.
- Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.
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