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Client Engagement Specialist

2 months ago

Grapevine, Texas, United States Comprehensive Finance Inc. (CFI) Full time
Position Overview:
This role necessitates an individual to operate in a professional office setting at a workstation for the majority of the workday.
This position is primarily sedentary with minimal requirements for lifting beyond 20 pounds.

Key Responsibilities:
- Customer Success Managers (CSMs) leverage their expertise and profound understanding to enhance customer adoption and retention.
- CSMs cultivate a dynamic and strategic partnership between Comprehensive Finance, Inc. (CFI) and its clients.
- They are dedicated to fostering a long-term relationship aimed at driving ongoing success by providing continuous support to proactively reduce disruptions, optimize software utilization, and achieve strategic business objectives.
- Assist new clients in transitioning from training to fully operational users.
- Manage the overall relationship with assigned clients, focusing on increasing adoption, ensuring retention, and enhancing satisfaction.
- Develop, prepare, and nurture clients for advocacy.
- Comprehend the factors that drive adoption and boost customer utilization.
- Advocate for customer needs and issues across various departments.
- Monitor product adoption and success metrics.
- Document customer success stories monthly and track improvements made.

Physical Requirements:
The employee is frequently required to sit, stand, walk, use hands to manipulate objects, and reach with hands and arms.

About Comprehensive Finance, Inc.:
Comprehensive Finance, Inc. is a financial services provider specializing in innovative payment solutions tailored for healthcare professionals, including dentists, plastic surgeons, ophthalmologists, audiologists, and other specialists.
Our cloud-based software facilitates B2B payment solutions, enabling automatic payment transactions that lead to timely payments, ultimately enhancing accounts receivable. Our comprehensive, fully managed patient financing program empowers healthcare providers to implement more extensive treatment plans and assist patients who might otherwise forgo treatment due to financial constraints.
Payment plans offer flexible terms, fixed interest rates, and allow patients to choose their monthly payment date.
The outcome of utilizing our payment solutions is an increase in production and patient satisfaction.
With our innovative cloud-based system, you maintain control while we manage the complexities of patient financing.