Customer Success Specialist – Tech Support

🔥 3 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

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LeadingReach

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

☁️ SaaS

🤝 B2B

SaaS • B2B

LeadingReach is a HIPAA-secure, web-based SaaS platform that connects over 50,000 healthcare organizations to streamline referral management, care coordination, and clinical workflow management. It provides secure team-based communication, clinical document exchange, referral automation, and healthcare CRM features to reduce faxes and phone calls, improve communication between offices, and drive operational efficiency for medical and dental practices, health systems, ACOs/CINs, TPAs, and physician liaisons. LeadingReach focuses on improving patient and staff experiences by organizing referral data, managing pipelines, and integrating with clinical workflows across a large connected provider network.

📋 Description

• Provide timely, high-quality technical support via tickets, chat, and calls • Troubleshoot product issues and guide customers through resolutions • Support new customer onboarding and basic product training • Use Zoho CRM (and related tools) to document cases, activities, and follow-ups • Escalate complex issues and collaborate with Product and Engineering teams • Act as the voice of the customer by sharing trends and feedback internally • Help ensure support requests meet service-level expectations (SLAs) • Comfortably work with AI-assisted platforms and tools, applying good judgment to identify when human review or escalation is appropriate • Contribute to internal documentation and customer-facing help resources

🎯 Requirements

• 2+ years of experience in customer success, technical support, or a related role • Experience supporting SaaS or cloud-based software products • Comfort working in CRM and support ticketing systems ( Zoho CRM experience is a plus) • Strong communication skills and the ability to explain technical concepts clearly • Organized, detail-oriented, and able to manage multiple requests at once • A collaborative mindset and willingness to learn and grow

🏖️ Benefits

• 100% Remote , must be based in the U.S • Startup environment within a stable, industry-leading company • 20 days PTO, 6 paid mental health days , plus paid holidays • Company-sponsored health, vision and dental benefits • Matching 401k with no vesting period • Remote work and cell phone stipend • Flexible schedule that emphasizes a collaborative team synergy with personal accountability • Regular company (often themed) events: virtual happy hours, our annual company holiday party, group game nights and other fun team events