Client Service Specialist

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🔥 2 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

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Optivate

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

☁️ SaaS

⚕️ Healthcare Insurance

Healthcare • SaaS • Healthcare Insurance

Optivate is a company that builds a unified ophthalmology software platform. Their suite includes an electronic health record (EHR) tailored for ophthalmology, AI tools for ophthalmology (documentation assistance), image management for diagnostic imaging, practice management (scheduling, billing, operations), patient engagement (automated communication and digital intake), revenue cycle management (billing and collections support), and optical inventory and POS integration. They target ophthalmology practices and providers, emphasizing faster clinical workflows, reduced administrative burden, operational control, and improved patient outcomes. They have industry recognition (ranked #1 in 2024 KLAS Ophthalmology Report) and provide case studies from various eye practices. Address in Bonita Springs, FL. The company focuses on integrating clinical, imaging, billing, and operational features specifically for eye care.

📋 Description

• Provide customer support and troubleshooting via phone and email, maintaining thorough documentation of every customer interaction in the CRM system • Maintain up to date payment authorizations and billing info for subscription-based products purchased by customers • Serve as the first point of contact for customers as they begin their EMR setup, guiding them through onboarding and providing support throughout the full customer lifecycle • Appropriately escalate customer issues to respective teams including technical support, training, and development teams while maintaining ownership of resolution follow-up • Manage and oversee the initial customer setup process, ensuring proper legal compliance, systems configuration, and HIPAA compliance requirements are met • Process account modifications including user additions/removals, license adjustments, and subscription changes

🎯 Requirements

• High School Diploma or equivalent • Two (2) to five (5) years of experience in technical support, customer service, billing, or software implementation roles • Ability to work remote • Outstanding communication skills, both oral and written, with ability to explain technical concepts clearly to diverse audiences • Attention to detail and comfort with numbers, bookkeeping and subscription billing programs • Proficiency in remote troubleshooting and guiding clients through complex resolution steps • Experience with ticketing systems and customer relationship management • Nice to Have: Experience with EMR/EHR systems, particularly in healthcare technology implementations • Nice to Have: Background working in Ophthalmology, Optometry, or Ambulatory Surgery Center environments • Nice to Have: Experience with optical software systems and patient engagement platforms • Nice to Have: Knowledge of healthcare workflows and industry-specific requirements • Nice to Have: Experience with QuickBooks, subscription management software such as Recurly

🏖️ Benefits

• Competitive salary • Remote work model with flexibility and work-life balance • Comprehensive benefits including medical, dental, vision, and 401(k) • Generous paid time off and holiday schedule • Opportunity to grow within a mission-driven and innovative healthcare tech company