Customer Relationship Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct regular proactive check-in calls to dental practice clients from a prioritized list.

• Listen attentively to document client satisfaction, unresolved issues, unmet needs, and new concerns.

• Direct client feedback to the appropriate team member.

• Escalate urgent matters, including security issues, service disputes, and relationship risks.

• Prepare and send weekly leadership reports on client health and areas needing attention.

• Utilize standardized call guides and tracking templates to ensure a consistent client experience.

• Act as the proactive internal representative of clients and support the health of relationships.

⛳️ Requirements

• Natural listening skills; able to ask clarifying questions and pinpoint unspoken concerns.

• Capability to direct issues to the appropriate owner rather than attempting to resolve everything independently.

• Skill in building trust swiftly and transforming cold calls into meaningful dialogues.

• Detail-oriented with consistent documentation abilities.

• Ability to maintain composure while interacting with frustrated clients.

• Some technical/system literacy is required.

• Familiarity with ticketing systems and basic IT service concepts is advantageous.

• Previous experience in customer-facing roles, account management, or customer success is preferred.

• Experience in healthcare, dental, or IT services is a plus.

• Knowledge of customer satisfaction or NPS-style programs is beneficial.

• Availability to work Monday–Friday, from 9:00 a.m.–6:00 p.m. EST.

🏝️ Benefits

• Full-time schedule from Monday to Friday.

• Remote work opportunity within the U.S.

• Training provided on the company’s specific tools.

• Direct visibility to leadership.

• Role has a direct impact on how the company serves its clients.