
Patient Success Representative β Retention, Subscription
Posted Jul 17

Posted Jul 17
This is a fully remote position, open to applicants in Philippines.
β’ Proactively reach out to at-risk patients before they disengage or cancel, utilizing behavioral signals, usage patterns, and CRM alerts to prioritize your outreach efforts.
β’ Manage incoming requests for cancellations and pauses with empathy and confidence, striving to retain accounts where a viable path exists.
β’ Re-engage lapsed or paused subscribers through organized win-back campaigns via phone, SMS, and email.
β’ Educate patients about their progress, plan options, and the importance of staying on track using approved non-clinical messaging.
β’ Identify patients requiring escalation to care or clinical teams and ensure a smooth handoff.
β’ Maintain accurate CRM documentation for every patient interaction, including outcomes and next steps.
β’ Consistently meet retention, save rate, and reactivation KPIs.
β’ Identify patterns related to cancellation reasons, common objections, and product shortcomings, and relay this information to product and operations teams.
β’ Assist in refining retention playbooks, save scripts, and win-back sequences as we expand.
β’ A minimum of 3 years of experience in a retention, customer success, or account management position, preferably within a subscription or recurring-revenue business.
β’ Demonstrated capability to handle cancellation or churn discussions without resorting to discounts or transfers.
β’ Empathetic yet direct β able to hold patients accountable to their own goals without being overly assertive.
β’ Strong follow-up discipline and effective pipeline management to ensure at-risk patients do not slip through the cracks.
β’ Proven track record of achieving save rates, NPS targets, or retention KPIs β bring evidence of your success.
β’ Professional-level proficiency in English communication.
β’ Willingness to work during U.S. business hours.
β’ Proficient with CRM systems, Slack, Dialpad, and spreadsheet software.
β’ Competitive base salary complemented by performance incentives linked to retention and reactivation results.
β’ Fully remote work environment in a startup setting, allowing your contributions to have a direct impact on clinical outcomes.
β’ Focus on building relationships rather than managing a queue, influencing patient health outcomes positively.
Julesetmoi
National University
MeridianLink
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