Client and Product Success Specialist I

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Country States, Pájaros Barrio, Bayamón
In-Office
Healthtech • Software
The Role

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.
Inception and Doctible are providers of professional services to chiropractors, dentists, and optometrists that offer website creation and optimization, advertising opportunities with platforms such as Facebook/Google and digital patient communication solutions. With a focus on innovation and customer satisfaction, the company has established itself as a trusted partner for practices of all sizes. If you are passionate about technology and healthcare, this may be the right place for you.

Client and Product Success Specialist I 

We are seeking a dedicated and proactive Client and Product Success Specialist I to join our team. The ideal candidate will be responsible for ensuring our customers achieve their desired outcomes while using our products and services. This role involves excellent customer support via phone and email, utilizing customer relationship management (CRM) softwares and other relevant tools, the ability to multi-task, and a strong aptitude to learn specific tasks. 

Key Responsibilities

  • Customer Relationship Management: Develop and maintain strong relationships with customers. 
  • Customer Success Planning: Develop and execute success plans tailored to each customer's goals, tracking progress and ensuring they receive value from our products.
  • Issue Resolution: Proactively identify and resolve customer issues and concerns, coordinating with internal teams such as Support, Sales, and Product to ensure timely and effective solutions.
  • Product Expertise: Maintain an in-depth understanding of our products and services, staying up-to-date with new features and enhancements. Provide customers with product knowledge and technical support.
  • Customer Feedback: Gather and analyze customer feedback to inform product development, service improvements, and company strategies. Communicate customer insights to internal teams.

Qualifications

  • Experience: 2+ years of experience in customer success, account management, or a related field, preferably in a SaaS or technology company.
  • Education: High School Diploma or GED. Associate’s degree or Bachelor’s degree in Business, Marketing, Communications, or a related field is a plus. 
  • Skills:
    • Strong communication and interpersonal skills, with the ability to build rapport and trust with customers.
    • Excellent problem-solving and critical-thinking abilities.
    • Ability to manage multiple accounts and projects simultaneously.
    • Technical aptitude and a willingness to learn new software and systems.

Key Attributes

  • Customer-Centric Mindset: A passion for helping customers succeed and a commitment to delivering exceptional service.
  • Proactive & Driven: A self-starter who can anticipate customer needs and take initiative to address them.
  • Team Player: Collaborative approach to working with cross-functional teams and a willingness to contribute to a positive company culture.

PracticeTek and its family of companies 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.


 

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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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