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Customer Account Manager

Salary: $55k - $65k DOE

Job Type: Full-time (remote)

About Us

HybridChart is an innovative medical SaaS company working with medical specialists, EHR companies and billers to improve healthcare and patient outcomes. We're looking for a talented Customer Account Manager to join our dynamic team and help drive our products and processes forward.

Role Overview

We are seeking a proactive, customer-focused and entrepreneurial Customer Account Manager to join our team. In this role, you will be the primary point of contact for new and existing clients, ensuring a seamless onboarding experience, delivering impactful training to medical practice administrators, and practicing medical professionals, and nurturing ongoing account relationships. You will play a key role in driving client success and growth by identifying opportunities to upsell value-add features and onboard new licenses as our partner practices grow and scale.

Key Responsibilities

  • Assist with gathering customer requirements, product installation, configuration to customer needs, product training, onboarding, and other go-live tasks
  • Present Practice Administrator and Biller training, and basic and advanced Provider mobile app and desktop training sessions via video conferencing
  • Answer customer questions regarding product
  • Provide end-user support during and after implementation process
  • Troubleshoot basic interoperability issues and escalate to Interoperability Project Manager when appropriate
  • Understand, prioritize and escalate customer issues when necessary
  • Problem-solve with Customer Account Team when issues arise
  • Create and maintain positive customer relationships through post-implementation support
  • Run regular customer success check-in meetings and present product usage metrics and improvement suggestions
  • Identify effective opportunities for cross-selling and upselling based on customer needs and goals, and recommend useful upsells and productivity enhancements
  • Identify existing customers who are interested in integrations/ADT feeds, and communicate inquiries to the Interoperability Team
  • Identify and communicate expansion opportunities to Sales Team
  • Provide feedback to the Development team based on customer product requests
  • Create/update training documentation
  • Update Trello cards and lists to show status updates for active projects
  • Attend customer handoff and weekly team meetings, provide updates, and convey needs
  • Actively engage in cross-team collaboration, inviting suggestions and sharing knowledge to contribute to the company’s success as well as peer and individual performance

Requirements

  • 3-5 years of experience with software implementations, preferably in healthcare technology
  • Prior healthcare industry knowledge
  • Ability to present product training sessions via video conferencing
  • Ability to answer customer questions regarding product
  • Excellent verbal and written communication skills
  • Ability to work independently and as a team member
  • Ability to understand, prioritize and escalate customer issues when necessary
  • Ability to contact customers via phone/email and manage other tasks independently
  • Time management and prioritization skills
  • Ability to communicate clearly to internal partners on status and recommendations

Benefits

  • Competitive salary and equity options
  • Comprehensive health, dental, and vision insurance
  • Professional development opportunities
  • Collaborative and innovative work culture
  • Remote working arrangements

We are an equal opportunity employer committed to building a diverse and inclusive workforce. We encourage applications from all qualified candidates regardless of background.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

 

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