Customer Success Specialist
New
P
PracticeTekHealthcare technology
United StatesFull-TimeMiddle
Salary25 - 28 USD per other
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Job Details
- Experience
- Minimum of four (4) years of experience in customer success, account support, client services, support, implementation, partner support, operations, project coordination, or a similar customer-facing role.
- Required Skills
- Customer SuccessCRMCustomer support
Requirements
- Minimum of four years of experience in customer success, account support, client services, support, implementation, partner support, operations, project coordination, or a similar customer-facing role.
- Ability to manage multiple customers, cases, stakeholders, priorities, and deadlines while maintaining strong documentation, organization, and follow-through.
- Experience coordinating complex or escalated customer issues across multiple teams.
- Sound judgment about urgency, customer impact, communication, and when to escalate.
- Strong written and verbal communication skills, including translating complex customer or technical issues into concise, accurate, actionable updates.
- Practical understanding of customer adoption, retention, renewal readiness, and growth signals.
- Experience using CRM, ticketing, customer success, project management, or collaboration tools.
- Healthcare technology, SaaS, EHR, practice management, payments, or healthcare operations experience is preferred.
Responsibilities
- Manage proactive outreach and follow-through for an assigned book of business, tracking customer goals, stakeholders, workflows, adoption, concerns, and milestones.
- Coordinate high-priority customer issues with the Manager, Support and Support Team from intake through resolution.
- Clarify customer impact, internal ownership, next steps, and communication for escalated issues, and surface stalled or aging work early.
- Prepare customer and partner meetings, track commitments, coordinate internal follow-up, and provide timely updates.
- Recognize and document adoption gaps, unresolved issues, customer sentiment, workflow friction, stakeholder concerns, and broader-use-case opportunities.
- Connect retention risks and growth signals to the Enterprise Relationship Manager or appropriate commercial owner.
- Maintain accurate account and case documentation and identify recurring customer themes.
- Partner with Support, Product, Engineering, Implementation, Billing, Operations, and other teams to improve handoffs and reduce repeat issues.
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