Customer Success Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $25 - $28 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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PracticeTek

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

🏥 Healthcare

☁️ SaaS

🤝 B2B

Healthcare • SaaS • B2B

PracticeTek is a U. S. -based software and services company that builds and invests in healthcare technology solutions for retail healthcare providers. It delivers SaaS products and services to improve patient experience, attract new patients, and simplify practice operations for clinics in specialties such as dental, orthodontics, optometry, chiropractic, physical therapy, dermatology, and medical spas. PracticeTek operates as a platform consolidator, acquiring and partnering with healthcare-focused software brands (16 brands, 700+ employees), offering shared services, benefits, and growth support to portfolio companies and independent practices.

📋 Description

• Manage proactive outreach and follow-through for an assigned book of business • Understand customer goals, stakeholders, workflows, adoption, open concerns, and upcoming milestones • Coordinate high-priority customer issues from intake through resolution with the Manager, Support, and Support Team • Ensure customer impact, internal ownership, next steps, and communication are clear • Serve as a point of coordination for assigned customers and partners • Prepare meetings, track commitments, coordinate internal follow-up, and provide timely updates • Identify 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 • Partner with Support, Product, Engineering, Implementation, Billing, Operations, and other teams to improve handoffs and reduce repeat issues

🎯 Requirements

• 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 • 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, with sound judgment around urgency, customer impact, communication, and when to escalate • Outstanding written and verbal communication skills • Ability to translate complex customer or technical issues into concise, accurate, and actionable updates • Practical understanding of customer adoption, retention, renewal readiness, and growth signals • Experience using CRM, ticketing, customer success, project management, or collaboration tools • Experience in healthcare technology, SaaS, EHR, practice management, payments, or healthcare operations is preferred

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • Paid time off • 401(k) with company match • May be eligible for additional compensation such as bonuses or equity