Customer Success Specialist

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Cultivate robust relationships with users, managers, and executives of clients.

• Comprehend customer objectives, expectations, and motivations for utilizing PrecisionCare software.

• Convey and showcase the benefits of PrecisionCare software.

• Implement customized customer retention strategies and ensure client satisfaction.

• Act as the liaison and primary contact between PrecisionCare and its clientele.

• Assist users in leveraging PrecisionCare software effectively and efficiently.

• Increase and enhance customer software adoption.

• Develop and personalize implementation strategies.

• Travel to client sites and engage in trade shows, conferences, sales, and networking events.

• Execute implementation strategies.

• Monitor and assess customer health checks.

• Provide training opportunities for users.

• Evaluate customer requirements and adapt software usage accordingly.

• Facilitate coordination between Customer Support and Software Development teams.

• Test and familiarize oneself with new features and functionalities.

• Inform and train clients on upcoming updates and modifications.

• Conduct regular customer assessments and review usage metrics.

• Contribute to software design and development aligned with user needs and regulatory standards.

• Serve as an escalation point for client inquiries and issues.

• Educate clients about new features, updates, and best practices.

• Oversee customer projects, timelines, and deliverables.

• Advocate for clients and communicate their needs internally.

• Collaborate with sales and marketing to identify opportunities for professional services.

• Determine features and additional services to enhance customer billing.

• Perform other responsibilities as assigned by supervisors.

⛳️ Requirements

• A minimum of 3 years of experience in the human services or a related domain.

• At least 1 year of experience as a Customer Success Specialist or a similar role.

• Over 1 year of experience with an Electronic Health Record application or a comparable system.

• Bachelor’s degree in human services or a relevant field.

• Exceptional organizational and time-management abilities with a keen eye for detail.

• Strong verbal and written communication skills.

• Self-driven, resourceful, and capable of working both independently and collaboratively.

• Proficient in multitasking various Account Manager responsibilities and duties.

• Ability to prioritize and manage several tasks and deadlines effectively.

• Must have a dedicated workspace that ensures information privacy.

• Assigned territory includes CT, MA, NJ, NY, PA.

• Travel may be required as necessary.

🏝️ Benefits

• Fully remote work arrangement.

• Occasional travel as needed based on client and market requirements.