Partner Success Coordinator
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Job Description
Partner Success Coordinator at Float Health facilitating partnerships for healthcare services. Coordinating meetings, maintaining data, and improving workflows in a remote role.
Responsibilities:
- Prepare presentation decks + pre-read notes for upcoming partner meetings, gathering performance data and insights from the Partner Success team and Operations team
- Send reminder emails to partners and internal team members in advance of scheduled meetings
- Create and manage calendar invites, ensuring all relevant stakeholders are included and meeting logistics are confirmed
- Synthesize meeting notes and action items into monthly partnership summary documents
- Maintain and update partner contact information in Zendesk CRM
- Orchestrate the addition of new partnership contacts, ensuring proper documentation and team notification
- Keep partnership notes, meeting records, and account details current and organized
- Generate weekly/monthly partner performance reports for leadership
- Evaluate and track partner satisfaction (CSAT) scores, flagging at-risk accounts to Partner Success Managers
- Identify opportunities to automate repetitive tasks (meeting prep, data entry, reporting)
- Build and maintain templates, workflows, and playbooks for partner engagement
- Document processes to create consistency and efficiency across the team
- Recommend and implement tools or system improvements that increase team productivity
- Execute partner appreciation initiatives by coordinating milestone-based recognition
- Track appreciation budget and ensure timely recognition of key partners and milestones
- Draft professional follow-up emails to partners on behalf of Partner Success and Business Development teams
- Ensure timely responses and maintain professional communication standards.
Requirements:
- 1-2 years of operations, administrative, or coordination experience, preferably in a startup or fast-paced environment
- Exceptional attention to detail and organizational skills, you notice what others miss
- Strong systems thinking, you naturally create and follow processes that improve efficiency
- Comfortable identifying inefficiencies and proposing solutions or automation opportunities
- Excellent written communication skills with the ability to draft professional and engaging emails and documents
- Proficiency with CRM systems (experience with Zendesk Sell a plus) and Google Workspace
- Basic data analysis skills, comfortable working with spreadsheets and generating reports
- Ability to manage multiple priorities and deadlines while maintaining quality and accuracy
- Self-starter mentality, comfortable taking initiative and working independently in a remote environment
- Background coordinating client meetings or business reviews
- Experience with presentation deck creation and data visualization
- Experience in healthcare, specialty pharmacy, or B2B relationship management
- Familiarity with automation tools (Zapier or similar)
- Proficient at using AI tools to compose draft docs, marketing copy, and visual assets - while scrupulously editing the output to make it your own.
Benefits:
- Unlimited PTO with minimum days
- $500 Annual Learning Stipend
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