Customer Success Specialist
Job Description
The Customer Success Specialist will work remotely to guide, manage, and monitor our customer’s success using our web-based electronic health records application and third-party systems.
The position will work side-by-side with our development team, insurance payers, and third-party vendors to successfully deliver high-quality customer service. A self-starter mentality, exemplary communication skills, professional attitude, and a detail-oriented mind are essential.
The position will be challenged with: “Seeing an opportunity for your superhero self when a customer has been struggling to resolve a complex situation,” “Sweating the small stuff and caring deeply about a customer’s success,” and “Dreaming about ways to improve the software to boost our customers success.”
Customer Success Specialist
What winning in this role looks like:
- Bring an attitude of encouragement, innovation, and collaboration every day.
- Curiosity for continuously learning and perfecting your craft to promote the success of the team and our customers.
- Engaging with customers, government agencies, insurance companies, and vendors in a friendly, professionally, and helpful manner.
- An exciting positive communication style that customers can hear you smiling over the phone, in emails, and other communications.
- Interacting with customers via phone, emails, online conferencing, and other communication channels, and returning all messages within 24 hours.
- Providing software training and support for customers.
- Assisting in new customer implementation process.
- Managing and monitoring customer claims processing and denials.
- Providing guidance to customers on best practices.
- Generating monthly reports for customers.
- Monitoring customer satisfaction.
- Continually studying and learning how to serve our customers better and more efficiently.
Customer Success Specialist
Skills needed to win:
- Must meet Work at Home Requirements
- High School degree or equivalent (Required)
- One year of customer service experience (Preferred)
- Experience with Microsoft Office (Outlook, Word, Excel, Teams)
- Ability to maintain personal health information confidentiality (HIPAA)
- A keen attention to detail, strong problem-solving abilities, and solid knowledge base are essential.
- Excellent verbal and written communication skills with ability to interact at all levels of organization (internal and external).
- Independence and self-motivation with strong team skills essential to working with others collaboratively and remotely.
- Ability to thrive in an entrepreneurial environment.
- Ability to multitask, prioritize, and manage time efficiently.
Customer Success Specialist
Work hours/location:
- Full-time
- 40 hours/week, 8am-5pm Eastern, Mon-Fri
- Work remotely from home.
- Benefits
- Salary compensatory with education and experience
- A no-gossip, growth-oriented, fun, and supportive environment
- Paid Time Off Days: 15
- Holidays: 10
- Volunteer Days: 5
- Retirement plan: 401k with 4% company match
- Tuition reimbursement: $2,500/yr.
- Health insurance assistance: $300/mo.
- Internet reimbursement
- Company-provided computer and cellphone.
If this sounds like you, we want to hear from you! Please send your resume to Careers@CheckpointEHR.com. Qualified applicants will be contacted to schedule a preliminary phone interview. You are also invited to learn more about us at our website, CheckpointEHR.com.