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Customer Success Manager

2 months ago

Lisle, United States Power2Practice Full time

Forum Health LLC is a nationwide provider of precision health services. Forum Health practitioners take a new approach to patient health and wellness, integrating advanced modern medicine with the powerful principles of functional medicine. Forum’s network of physicians is bolstered by its Power2Practice® electronic medical record (EMR) platform and Inwell Biosciences supplement line. Forum is redefining healthcare — harnessing the power of technology, clinical innovation, and patient engagement. Learn more on our website - www.forumhealth.com

** This working shift is Monday through Friday 9 am to 6 pm CST **

The Customer Success Manager is responsible for the implementation and onboarding of the Power2Practice platform with new customers. This role is also responsible for developing and maintaining relationships with current clients to ensure long-term growth and the upselling of additional products and services. This role provides effective customer service and technical aid to all internal and external customers.

Requirements Education/Experience

Requirements include a college degree or equivalent work experience, 1 year of customer service experience, strong time management skills, multi-tasking ability, excellent interpersonal and communication skills (both written and verbal), the ability to be able to work well on their own as well as part of a team, and the ability to deliver superb customer service and be customer-centric, as well as, sales/growth oriented. Preference will go to candidates that have over 2 years of customer service and medical office experience, educational training experience, as well as experience with Electronic Medical Records (EMR/EHR).

Duties and responsibilities include the following. Other duties may be assigned.

  • Trains new customers on the EMR application and implements stand-up.
  • Ensures client retention by building and maintaining strong, long-lasting customer relationships.
  • Develops a trusted advisor relationship with assigned current customers.
  • Coordinates and develops training materials and programs for clients as needed.
  • Addresses customer issues and ensures effective, long-term problem resolution.
  • Develops weekly reporting of the number of trainings, training one-on-one’s, add-on sales, cancellations, and outbound customer calls.
  • Seeks opportunities for new business by upselling additional products and services.
  • Works with inter-departmental team members to troubleshoot complex issues and complaints.
  • Operates as the lead point of contact for any and all matters specific to assigned customers.
  • Demonstrates effective problem-solving skills, responds to client problems, and communicates product deficiencies to the Product Support team.
  • Demonstrates personal effectiveness through competency, trust, and communication in order to maximize upselling opportunities and develop client relationships.

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Application Question(s):

  • What is your compensation request?

Experience:

  • training: 2 years (Required)
  • EMR systems: 2 years (Required)

Ability to Relocate:

  • Lisle, IL 60532: Relocate before starting work (Required)

Work Location: In person