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Client Integration Specialist

2 months ago

Charlotte, North Carolina, United States Breakthrough Full time

(This is a Remote role)

Breakthrough stands at the forefront of patient demand solutions for conservative care practices, aiming for steady and reliable revenue enhancement. Our platform generates substantial patient revenue for practices across the nation each month.

In today's competitive healthcare landscape, practices face challenges that can hinder their growth. Traditional recommendations often prioritize medications and invasive procedures, leaving practices to navigate a complex environment. To thrive, practices must engage directly with their communities and cultivate demand for their services. Those who do not adapt may see their growth stagnate.

Breakthrough provides a comprehensive patient demand platform and is confident in its effectiveness, offering guaranteed results.

Our team is the cornerstone of our achievements. We are passionate, committed, and motivated. Our members possess the resilience to navigate uncertain situations, the collaborative spirit to prioritize team success, and the eagerness to continually learn and advance in their careers.

If you are enthusiastic about facilitating natural health recovery and thrive in a dynamic company environment, we encourage you to explore this opportunity.

Position Overview

The Onboarding Specialist plays a crucial role in training, educating, and inspiring new clients during their initial two months following a sale. You will be responsible for addressing inquiries regarding our products and services while training the client's team to ensure a successful partnership with Breakthrough. Your account management expertise will be vital in building strong relationships that help clients meet their objectives. While established processes and resources are available, this role also offers the chance to identify areas for efficiency improvements and enhance both internal workflows and client experiences.

Key Responsibilities

  • Onboarding: This role primarily focuses on onboarding new clients for Breakthrough's managed service offerings. You will develop a customized training program, provide thorough follow-up throughout the process, and serve as the primary point of contact, ensuring our new clients feel supported and engaged.
  • Training: Each new client undergoes a comprehensive training regimen that encompasses our software and products, as well as essential soft skills to maximize value. The Onboarding Specialist will lead these training sessions, emphasizing the rationale and methodology behind each aspect of the client's program.
  • Communication: Effective internal communication with the team is essential for revenue retention and growth. Externally, you will uphold and enhance our standards of exceptional customer service, presenting digital advertising information in a clear and accessible manner.
  • Troubleshooting: When challenges arise, you will be responsible for implementing troubleshooting measures to resolve issues effectively. Additionally, documenting best practices will be part of your duties to prepare the team for future occurrences of similar issues.

Qualifications

  • Minimum of 2 years in a Customer Success role, preferably within a SaaS environment.
  • Experience working with small to medium-sized business clients or within a similar organization.

Essential Skills

  • Exceptional verbal and written communication abilities.
  • Self-motivated and collaborative team player.
  • Skilled in building relationships with clients and internal teams.
  • Able to thrive in a rapidly evolving environment.
  • Proficient in Salesforce and other cloud-based applications.
  • Basic familiarity with social media platforms such as Facebook and Instagram.

Why Choose Breakthrough?

Join a transformative organization dedicated to helping individuals regain their health naturally, avoiding unnecessary pharmaceuticals or surgeries.

Additional Benefits of This Role

  • Fully remote work environment, allowing you to work from anywhere.
  • A supportive team of driven individuals committed to continuous learning and mutual encouragement.
  • Comprehensive benefits package, including healthcare, matching 401K, and participation in our employee stock ownership plan.
  • Commitment to work-life balance, ensuring your personal and professional well-being.

Our Core Values:
Elevate Others
Be Authentic
Embrace a Learning Mindset
Take Ownership of Results
Make a Significant Impact
Prioritize Understanding the Customer

Compensation: $60k-$70k OTE