Client Success Specialist at PracticeTek

2 weeks ago


San Diego, California, United States PracticeTek Full time

Company Overview:


PracticeTek, through its subsidiary RevolutionEHR, is a rapidly expanding leader in the eyecare software industry, delivering a cloud-based Electronic Health Record and practice management solution tailored for optometry, serving over 4,500 providers and 35,000 users across North America.

We are currently seeking a Customer Support Associate. This role is essential as Customer Support Representatives serve as the primary point of contact for our clientele. A high level of customer service and familiarity with electronic health record software is crucial for success in this position.

Our Customer Support team collaborates closely and engages with various departments to ensure that customer needs are met promptly and effectively.

With the ongoing growth of RevolutionEHR, it is an exciting opportunity to become part of our dynamic team.

Department Overview:


The Customer Success Department plays a critical role in our organization, providing assistance to clients by troubleshooting issues and offering information regarding our software.

Each interaction with customers demands innovative thinking and expertise to resolve challenges.

It is vital to collaborate with different teams to ensure that the software operates at its optimal level and to enhance customer satisfaction.


Role Purpose:


As a Customer Success Associate at RevolutionEHR (a PracticeTek company), you will have the opportunity to follow a structured career path that will enhance your communication abilities, product knowledge, and troubleshooting skills.

Our team is dedicated to exploring avenues for company growth and creating new opportunities for employee development.


Key Responsibilities:


Members of our Customer Support team are integral to ensuring that RevolutionEHR customers receive exceptional support while utilizing our software platform.


Typical responsibilities include, but are not limited to:
- Assist existing clients by addressing inquiries and resolving issues through various communication channels.
- Develop training materials and other resources relevant to your areas of expertise.
- Contribute to the Knowledge Base by creating informative articles.
- Conduct personalized sessions with new clients to provide guidance as needed.
- Record all customer interactions in our CRM system.
- Offer feedback to our Product Development Team for future software enhancements.
- Support the Quality Assurance Team with testing new developments as required.

Qualifications for Success:
- A minimum of two years of experience in a clinical or in-office environment within the eyecare sector is required.
- Proficiency with EMR/EHR software is essential, with experience as a technician, optical assistant, office administrator, manager, or optician performing tasks such as:
- Patient scheduling.
- Preliminary testing.
- Optometric billing and coding.
- Dispensary operations.
- Ordering optical products (Frames, Lenses, Contact Lenses, etc.).
- A passionate advocate for customers with a proven track record of delivering remote support.
- Ability to independently research solutions and provide answers promptly.
- Strong communication skills, both clear and concise.
- Proficiency in MS Office applications and familiarity with application sharing tools.
- Knowledge of HIPAA regulations.

At PracticeTek, we consider a variety of compensation factors when determining employment offers, including market conditions and individual experience. Compensation for this position is expected to range between $33,050 and $68,650.
PracticeTek is an Equal Opportunity Employer that values diverse perspectives and strives to create an inclusive environment. We encourage all qualified candidates to apply without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status.

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