Onboarding and Support Specialist

March 13

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PracticeTek

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PracticeTek is an innovative software and services company revolutionizing healthcare practices by delivering solutions that foster exceptional patient experiences and simplify the business operations of clinicians. The company empowers the growth of healthcare clinics across various specialties including dental, orthodontics, optometry, chiropractic, physical therapy, dermatology, and medical spas. With a focus on healthcare SaaS, PracticeTek collaborates with healthcare providers to help them scale efficiently and enhance the quality of care delivered to patients.

Healthcare Technology • Retail Healthcare

501 - 1000 employees

Founded 2020

⚕️ Healthcare Insurance

☁️ SaaS

🤝 B2B

📋 Description

• Deliver excellent customer service, driving high levels of customer satisfaction • Implementation, training, and project management of customer onboarding journey • Manage multiple customer implementation projects from start to finish simultaneously • Identify and provide learned best practices to ease user adoption and engagement • Provide customer feedback to Development teams for new and existing features • Field inbound customer support phone calls and emails • Research, troubleshoot, diagnose, and resolve complex reconciliation and software issues in a timely manner • Meticulously document support issues and resolutions in our web-based ticketing system • Requires a flexible and positive mindset in the face of challenges

🎯 Requirements

• Minimum of 2 years working in an orthodontic practice as financial coordinator, treatment coordinator, practice manager and/or operations • Have a comprehensive understanding of at least one of our integration partners' software systems (Tops, Cloud9, Dolphin, OrthoTrac, or Edge Cloud) • Excellent organizational skills with attention to detail • Strong communication skills both verbal and written with customers and internally • Independently and professionally manage multiple projects simultaneously • Strong team player and excellent problem-solving skills • Ability to troubleshoot and research complex software issues in a timely manner • Teachability, strong desire to learn and master product knowledge • Drive to perform at a high level in a fast-paced environment, balancing competing priorities, and meeting objectives • Curious, proactive, and hardworking nature • On occasion, a willingness to travel to tradeshows or events • Additional experience in SalesForce, Hubspot, QuickBooks, Xero, OrthoFi, Camtasia, MS Word, and MS Excel is a plus.