Customer Success Coordinator III

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

📋 Description

• Perform outreach calls to arrange healthcare appointments for patients.

• Handle incoming calls and offer support both before and after patient visits.

• Record patient interactions in a CRM or EMR system.

• Engage in departmental meetings.

• Verify insurance information and collect co-pays.

• Manage patient check-ins and check-outs, along with completing non-clinical documentation.

• Communicate with patients using various platforms.

• Provide immediate support for patients, healthcare providers, and Mobile Health Clinicians in the field.

• Collaborate with both field and clinical teams.

• Assist with patient medical records, letters, forms, and follow-up processes.

• Uphold professional communication with patients, colleagues, managers, and field staff.

• Achieve positive results in QA and KPI evaluations.

• Stay informed about evolving departmental needs.

• Carry out additional tasks as needed.

⛳️ Requirements

• A high school diploma or general education degree (GED) is required.

• Previous experience in a call center or phone-based sales/support environment.

• Basic proficiency in standard software applications (Outlook, Excel, Word, etc.).

• Bilingual in English and Spanish.

• Exceptional organizational and multitasking skills.

• Active listener with strong communication abilities.

• Good judgment and critical thinking capabilities.

• Ability to work efficiently in a fast-paced setting and adjust focus as business priorities change.

• Reliable high-speed internet connection.

• A quiet, professional workspace at home.

• Must utilize a company-issued computer that allows for screen, keystroke, and audio recording during calls.

• Preferred experience in healthcare, sales, patient scheduling, medical billing, or customer service.

• Prior knowledge of CRM platforms, AthenaHealth EMR, or Five9 phone systems is preferred.

🏝️ Benefits

• Medical, Dental, and Vision coverage (with contribution from the company).

• Paid Time Off.

• 401k plan.

• Company-provided computer.

• Additional necessary technology resources provided by the company.