Role Overview

Own quarterly referral targets for your accounts and take initiative to course-correct when metrics trend unfavorably
Design and execute growth strategies account by account: identify the barriers suppressing volume, implement solutions, and measure the referral impact of every play you run
Work directly with User Buyers and Detailed Buyers (branch managers, Directors of Nursing, patient care coordinators, and nursing coordinators) to make Float the preferred home infusion partner, optimize referral workflows, and drive utilization of the Float Pharmacy Portal
Develop Float Champions inside each account who advocate for Float internally and pull volume toward us
Onboard GTAs to drive fast time-to-value: first referrals within 30 days of launching a new geo
Analyze patterns across your portfolio to identify root causes affecting multiple branches, then turn winning plays into repeatable success motions applied across accounts
Measure and understand the health of each account in depth: staffing rate, active SP Operators, Portal referral share, patient churn, and partnership maturity progression
Maintain accurate and current account records in our CRM (HubSpot) so portfolio health, referral trends, and relationship history are always visible to you and to leadership
Build and maintain trusted relationships with specialty pharmacy User Buyers across your portfolio
Run the Partnership Experience Meeting (PEM) cadence: performance review, growth opportunities, product updates, and strategic alignment, with every PEM oriented toward expansion
Maintain comprehensive Partnership Profiles with clear goals, growth initiatives, health metrics, and relationship maps
Run the Partnership Kick-off Meetings cadence for all GTAs
Travel to meet pharmacy partners for in-person meetings, problem discovery, demos, user feedback sessions, and relationship-building activities
Captain cross-functional initiatives for your accounts, coordinating with Clinical Operations, Enterprise BD, Scheduling, Intake, Billing, and Technology so that issues affecting growth are resolved quickly and relationships stay strong
Serve as the voice of the partner in product roadmap discussions, channeling pharmacy problems, insights, and usage patterns in order to increase adoption and utilization
Own and evolve our Partner Success playbooks alongside leadership, turning learnings into repeatable growth levers and engagement tactics that drive partner engagement and referral growth
Partner with leadership to translate Partner Success Lodestars (the capabilities that makes our “How to win” possible) into portfolio-level strategies and quarterly plans, including account tiering logic, target-setting methodology, and account prioritization
Keep partnership notes, account records, and deals current in HubSpot so portfolio health is always visible across teams and is both human
and agent-readable

Requirements

5+ years of experience in account management, customer success, partner success, or sales roles in B2B healthcare, SaaS, or healthcare services
A track record of owning and hitting volume, revenue, or GMV growth targets across a portfolio of 20+ accounts; you talk naturally about the outcomes you drove
Demonstrated ability to design growth-driven strategies: diagnosing why an account is underperforming, building a play to fix it, and measuring the result
Ability to zoom out from individual accounts to spot patterns and opportunities across a portfolio
Experience onboarding and training users on products with demonstrated impact on usage metrics
Strong relationship-building and communication skills; equally effective presenting to leadership or troubleshooting with frontline teams
Comfortable pulling and interpreting account-level data to identify performance gaps, track portfolio health, and support decisions; you are at ease in analytics dashboards and can translate numbers into a clear story
Comfortable learning technical products and explaining them to diverse audiences
Cross-functional collaborator with a consultative mindset focused on outcomes and partner challenges
Startup experience or comfort with ambiguity, rapid change, and building from scratch
Self-directed and proactive; you identify and address challenges before they show up in the numbers
Experience carrying a quota or variable compensation tied to growth outcomes
Experience as an early team member on a customer success or account management team where you helped build and scale the function

Benefits

Medical, dental, vision
401k matching
Generous option grants with equity refresh plan
Unlimited PTO with minimum days
Paid parental leave
Phone & internet monthly stipend
Annual Learning Stipend
HSA & FSA
Voluntary Life, Accident, Hospital, and Critical Illness Insurance

Float Health

Open Positions (1)

Customer Service

Partner Success Manager