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Customer Success Onboarding 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, striving for consistent and reliable revenue enhancement. Each month, our platform facilitates over $5M in patient revenue for practices across the nation.

In today's competitive healthcare landscape, practices face challenges that can hinder their growth. Often, medications and invasive procedures are prioritized, while valuable referrals are limited to hospital systems. To thrive, practices must engage directly with their communities and boost demand for their services. Those who fail to adapt may face stagnation.

Breakthrough provides a comprehensive patient demand platform and is committed to delivering results.

Our team is the cornerstone of our achievements. We are enthusiastic, committed, and driven. Our members possess the resilience to navigate uncertain situations, the collaborative spirit to prioritize team success, and the eagerness to continuously develop throughout their careers.

If you are dedicated to helping individuals regain their health naturally and thrive in a motivated environment, we invite 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 post-purchase. 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. Utilizing your account management expertise, you will cultivate strong relationships to help clients achieve their objectives. Although we provide established processes and reference materials, this role also offers the chance to identify efficiency improvements and enhance both internal workflows and client experiences.

Key Responsibilities

  • Onboarding: This role is primarily focused on guiding new clients through the onboarding process for Breakthrough's managed service offerings. You will develop a customized training program, provide thorough follow-up, and serve as the primary support contact, ensuring our new clients feel engaged and valued.
  • Training: Each new client undergoes a comprehensive training regimen that encompasses instruction on Breakthrough's software and products, as well as the development of essential soft skills to maximize value. The Onboarding Specialist will lead these training sessions, emphasizing the importance of each role within the client's program.
  • Communication: Effective internal communication with the team is vital for retaining and driving revenue. 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 need to implement troubleshooting measures to ensure issues are resolved effectively. Additionally, documenting best practices will be part of your responsibilities, enabling the team to better address similar issues in the future.

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

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 dynamic, high-growth environment
  • Proficient in Salesforce and other cloud-based applications
  • Basic knowledge of social media platforms such as Facebook and Instagram

Why Choose Breakthrough?

Join a transformative organization dedicated to helping individuals in pain return to their normal lives 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.
  • Emphasis on work-life balance, ensuring your personal and professional well-being.

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

Compensation: $60k-$70k OTE