Account Services Specialist

Reposted 23 Days Ago
Be an Early Applicant
Las Vegas, NV
In-Office
33K-69K Annually
Junior
Healthtech • Software
The Role
The Account Services Specialist supports clients with inquiries on billing, subscription changes, and account management, ensuring customer accounts are accurate and compliant.
Summary Generated by Built In
Our Company:
At PracticeTek, we believe healthcare should be easy for providers, accessible for patients, and simple for everyone involved.
PracticeTek was established by healthcare professionals and entrepreneurs who share a common goal: deliver seamless, high-quality, on-demand healthcare, free of the confusing limitations of traditional technological platforms.
 
PracticeTek is a collection of innovative software companies working together to make healthcare easier, and more accessible, for everyone.  We deliver robust software solutions that support practitioners, and foster exceptional patient experiences, contributing to the growth of healthcare clinics specializing in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.
The position is based in Las Vegas, NV with a hybrid work schedule of 3 days per week in office.

 
The Career Opportunity:
The Account Services Specialist is a critical member of the customer success team, supporting clients with billing-related inquiries, subscription changes, account ownership updates, and general account support. This role sits at the intersection of finance and customer support and is ideal for someone who is detail-oriented, proactive, and passionate about helping customers resolve issues quickly and professionally.
As an Account Services Specialist, you’ll handle a variety of incoming requests and collaborate with internal teams to ensure that customer accounts are accurate, compliant, and set up for long-term success.
Areas of Accountability:
  • Respond to customer inquiries related to:
    • Invoices, account balances, and billing questions
    • Subscription changes, cancellations, and contract obligations
    • Account ownership transfers and contact information updates
  • Provide accurate and empathetic communication via phone and email
  • Explain financial terms, billing cycles, and product/service changes in a clear and professional manner
  • Work within Salesforce and related systems to log interactions, resolve cases, and ensure timely follow-up
  • Collaborate with Finance, Customer Success, and Product teams to investigate and resolve account-related issues
  • Identify common trends or recurring issues and escalate as needed
  • Maintain up-to-date knowledge of product offerings, billing structures, and internal processes
  • Contribute to a positive team environment and uphold high standards of customer service

Competencies for Success:
  • 1–3 years of experience in customer support, billing, or account services (SaaS or tech experience a plus)
  • Familiarity with invoices, subscription billing, and account management processes
  • Strong communication skills—both written and verbal
  • Ability to explain complex information in a customer-friendly way
  • Strong organizational skills and attention to detail
  • Experience with Salesforce or similar CRM platforms preferred
  • Self-motivated and able to manage a high-volume case queue with minimal supervision
  • Comfortable working in a fast-paced, collaborative environment
Preferred Qualifications:
  • Experience with Zuora or other subscription billing platforms
  • Previous experience in healthcare, SaaS, or account management
At PracticeTek we carefully consider a wide range of compensation factors to determine our offers of employment. This includes internal and external market factors as well as your individual experience and skills. These considerations can cause compensation to vary but we reasonably expect to pay between $33,050 - $68,650 for this position.
We also believe in taking care of our people. Our comprehensive benefits package goes beyond the basics—with health coverage, flexible time off, wellness initiatives, retirement savings, and programs that support your growth and happiness both in and out of the workplace.
PracticeTek is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees, and embrace diversity. We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state, or local law.

 

Top Skills

Billing Systems
Crm Platforms
Salesforce
Zuora
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The Company
HQ: San Diego, California
173 Employees
Year Founded: 2020

What We Do

PracticeTek was established by investors and entrepreneurs who came together with a vision for the future of healthcare: high-quality care delivered seamlessly and on demand, without the burden and confusion of traditional systems. We are a collection of best-in-class software solutions that serve the retail healthcare market, including dental, orthodontic, chiropractic, optometry, and dermatology practices. Our solutions empower allied professionals to connect with their patients and grow their business. The result is better care, lower workloads for staff, and less overhead costs for providers — which means more resources for improving patient care.

PracticeTek invests in middle-market, retail-healthcare SaaS companies. Established by industry veterans with decades of experience at the helm of successful software enterprises, PracticeTek provides opportunities for entrepreneurs to accelerate their personal wealth, continue to run and grow their business, while collaborating with other like-minded entrepreneurs to continue their legacy and impact the future of healthcare. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for all.

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