Jordan Velez

Founding Customer Success Manager · onsite loop, Jul 24 2026

Panel:Mara Chen · CEOPriya Wendt · Customer successScorecard completed independently, then reconciled Jul 25

1Below barWould not be effective in this role
2Near barCould get there with support we cannot give yet
3At barEffective from month one
4Raises barBetter than the team’s current median

Dimensions

Customer empathy

Can they describe a customer’s day without translating it into software terms?

1Talks about the product, not the person
2Describes customer problems in feature language
3Describes the customer’s actual workflow accurately
4Describes it better than we can, and corrects us
“She walked me through a front desk morning minute by minute — check-in, phone, insurance question, phone again. She has clearly stood behind one.”Priya Wendt
“When I described our recovery board she asked who was standing at the desk when it is used. Nobody has asked me that in an interview.”Mara Chen

Operational rigour

Do they leave a call with owners and dates, and do they follow up unprompted?

1Vague on process, relies on memory
2Has a process but cannot describe it
3Clear process, ends things with owners and dates
4Has built a process others adopted
“Her example close was “I send the summary same day, two actions, one date each.” She then did exactly that after our call, unprompted.”Priya Wendt
“Slightly light on how she tracks accounts at scale — described a spreadsheet, not a system. Fine for now, a gap at eighty clinics.”Mara Chen

Coachability

How do they respond when we push back on something they said?

1Defends the original position
2Accepts feedback, does not build on it
3Engages, changes the answer visibly
4Argues well, then integrates and improves it
“I disagreed with her escalation approach. She asked two questions, conceded one point, and held the other with a better reason than her first.”Mara Chen
“Asked for feedback at the end of the working session and wrote it down. Then referenced it in her follow-up note.”Priya Wendt

Written clarity

Would we be comfortable with them writing to a customer unsupervised on day two?

1Long, unclear, needs editing
2Clear but slow, over-hedged
3Clear, short, appropriately direct
4We would send it as-is to our largest customer
“Her writing sample was 140 words explaining a billing error and it contained an apology, a cause, and a date. Nothing else.”Priya Wendt
“Follow-up note after the interview was three sentences and answered the one thing we had left open.”Mara Chen

Ownership under ambiguity

With no playbook and no team, do they start or do they wait?

1Waits for direction
2Starts with reassurance
3Starts, then checks in at the right moment
4Starts, and brings back a proposal nobody asked for
“Asked what our onboarding process is. When I said it is mostly in Priya’s head, she offered to write it down in her first month.”Mara Chen
“Slight preference for confirming before acting. In a founding role that will cost us a week occasionally.”Priya Wendt

Red flags

None recorded

Both interviewers were asked explicitly for concerns about integrity, respect, or candour, and both recorded none. The gaps noted under operational rigour and ownership are development areas, not flags, and are reflected in the scores above.

Verdict

RecommendExtend an offer
Do not recommendDecline with feedback

Reasoning — required

Jordan scores at or above bar on all five dimensions, with clear strength in customer empathy and written clarity — the two things this role lives on. Her writing sample and her follow-up note were both better than what we currently send, which is the specific test we set for “raises bar”.

The two threes are honest. She tracks accounts in a spreadsheet rather than a system, and she prefers to confirm before acting. In a founding role the second one matters more, and we should say so plainly in the offer conversation: for the first ninety days we would rather she acted and told us afterwards.

Recommendation is unanimous across both interviewers. Offer at $112,000 with 0.45% equity, and pair her with Priya for the first month specifically to build the onboarding document she volunteered to write.

Completed by Mara Chen and Priya WendtReconciled Jul 25 2026Hiring manager decision: offer extended Jul 25