CollaborateMD EverHealth: Customer Success Associate, REMOTE (US)

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in US
Remote
1-3 Years Experience
Software
The Role
Customer Success Associate at EverCommerce's CollaborateMD division, responsible for proactive account management, driving product adoption, and identifying upsell opportunities. Role involves customer interaction, resource coordination, document management, and revenue collection. Requires strong communication, organizational skills, and knowledge of customer service best practices.
Summary Generated by Built In

At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 685,000+ customers.  As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Fitness & Wellness industries.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://careers.evercommerce.com/us/en

We are looking for a Customer Success Associate to serve CollaborateMD customers.  Our team is creating a world-class service organization, and our Customer Success Managers are critical to our continued success and the success of our customers. The Customer Success Team is focused on delivering proactive account management to ensure our customers get the most out of our products. CSMs are responsible for increasing revenue per customer and product expansion with a focus on increasing product engagement.

You:

As a Customer Success Associate you love establishing best in class service delivery methodologies, standards, tools and processes to ensure that our products are delivered to our customers effectively and efficiently, assuring delivery on time with strong adoption/engagement. This role will report to the Manager of Customer Success at CollaborateMD.

Responsibilities

  • Develop relationships quickly during customer interactions ensuring the best possible customer experience.
  • Monitor customer’s usage of product(s) and services helping grow monthly recurring revenue by driving adoption and identifying new upsell and cross-sell opportunities.  
  • Assist with a portfolio of customers through tickets, emails, or phone calls.
  • Scheduling and coordination of resources.
  • Document and contract preparation and management.
  • Proactive collection of accounts receivables.
  • Gain a strong knowledge platform maintaining a deep understanding of our technology and products.
  • Have general knowledge of our EverHealth portfolio of products and how they add value to customers.   
  • Understand customer needs and identify and share best product workflows that help them close process gaps and improve success metrics

Experience and skills we're seeking:

  • Previous customer service or sales experience preferred, but not necessary
  • Accountability and personal organization are essential
  • Exceptional ability to communicate and foster positive business relationships
  • Knowledge of best practices in customer service and retention
  • Proficient with applicable software applications
  • Strong written and verbal communication

Where:
The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States– if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America.

Benefits and Perks:

  • Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
  • Continued investment in your professional development through Udemy
  • Robust health and wellness benefits, including an annual wellness stipend
  • 401k with up to a 4% match and immediate vesting
  • Flexible and generous (FTO) time-off
  • Employee Stock Purchase Program
  • Student Loan Repayment Program

Compensation: EverCommerce is committed to equal pay and transparency. The annual base salary range for this position is $18– $20 USD per hour, Please note that the salary range information provided is a general guideline and combines all of the distinct labor markets within the US. EverCommerce considers factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience, candidate’s work location, education/training, key skills, internal peer equity, external market data, as well as, market and business considerations when making compensation decisions.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

The Company
HQ: Denver, CO
1,407 Employees
On-site Workplace
Year Founded: 2016

What We Do

EverCommerce is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 500,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Specializing in Home & Field Services, Health Services, and Fitness & Wellness industries, EverCommerce solutions include end-to-end business management software, integrated payment acceptance, marketing technology, and customer engagement applications.

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