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

📋 Description

• Facilitate the onboarding of new clients by establishing call forwarding and constructing their call flow while conducting thorough end-to-end testing.

• Set up product functionalities, including flow builder, prompt builder, transfer settings, and notification rules.

• Oversee integrations with platforms such as athenahealth, Brightree, and Availity, ensuring that all API keys and credentials are configured accurately.

• Conduct daily customer calls for onboarding, regular check-ins, escalations, and proactive support interventions.

• Escalate issues to the engineering team with comprehensive reports, confirming resolutions and keeping clients updated.

• Proactively identify risks of customer churn and take measures to safeguard revenue, including addressing overdue invoices.

• Record recurring solutions to simplify future processes and promote self-service options for clients.

• Maintain consistent communication with clients to guarantee satisfaction and promptly resolve any issues.

⛳️ Requirements

• A minimum of 3 years of experience in implementation, onboarding, technical account management, or customer success within a B2B software setting.

• Demonstrated experience in configuring software for clients using workflow or automation builders.

• Daily customer interactions via phone, in addition to email support.

• Practical experience with telephony systems (e.g., VoIP, Twilio) or healthcare systems (EHR, PMS).

• Availability to work from 9am–5pm US Eastern Time, regardless of your location.

• Strong written English skills adequate for managing customer communications without supervision.

🏝️ Benefits

• Opportunity to engage with state-of-the-art AI technology in a dynamic environment.

• A collaborative team culture that prioritizes innovation and proactive problem-solving.

• Opportunities for professional development to improve your skills and advance your career.

• Flexibility to work remotely from any location.

• Comprehensive support for onboarding and ongoing training.

• Competitive compensation package with potential for advancement based on performance.