Product Activation Specialist

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Valhalla, NY, USA
In-Office
65K-65K Annually
Fintech • Healthtech • Financial Services
The Role
Product Activation Specialist

 At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

Position Overview:

The PRODUCT ACTIVATION SPECIALIST is responsible for owning and handholding new customers as they are handed off from the sales organization. The primary objective is to drive activation of those customers, by managing the relationship to influence engagement within a set timeframe.

For Full-Time Employees we offer:
  • Competitive health, dental, and vision benefits
  • Guardian Hospital Indemnity coverage
  • Life & LTD
  • 401(k) matching up to 3%
Primary Job Duties:
  • This an in-office position is located at Rectangle Health’s headquarters in Valhalla, NY
  • Fully manage customer transition throughout the implementation process, until satisfied and activated.
  • Will be responsible for customer needs which may include but are not limited to addressing their concerns, re-education of product functionality, answering general questions.
  • Sets proper expectations to prepare each client for delivery; actively works to remove customer objections to establish clear and simple next steps and able to hold customers accountable but also able to hold sales organizations accountable.
  • Works effectively with Sales, Product Delivery, and Product Adoption to ensure timeliness of activation. Works toward established goals; relentless in the pursuit of those goals.
  • Steps in and resolves customer issues or questions that may surface after delivery is completed.
  • Works against tight timelines to get every customer activated through persistent follow-up and problem-solving. Understands and exhibits a proper sense of urgency.
  • Will address concerns from a sales/benefits and product education perspective as a true product expert.
  • Co-authors and revises outreach scripts and procedural playbooks to ensure optimal approach and method on each call.
  • Tracks progress of own Diligently categorizes customers and provides detailed explanations of challenges and opportunities with each.  Produces reporting and results and can report on status to management and C-suite.
  • Discerns trends among customers, the sales organization, and products to identify areas of improvement.
The ideal candidate:
  • Possesses a passion for technology; must be comfortable navigating software and hardware in a Windows environment. Must be able to learn and understand technical concepts to support product functions. Has exceptional customer service skills and enjoys working with and helping people through avenues of communication.
  • Experience with Salesforce CRM and Microsoft Office365.
  • College degree preferred or equivalent work experience.
  • 5+ years of customer service, customer sales, customer success/relationship management, and/or sales operation and/or technical support background required.
  • Knowledge of medical payments/medical offices/payment processing systems is a plus.
  • Deep task and result oriented/ability to deliver results within tight timelines. Thorough with great attention to detail. Competitive with a drive to win. Goal-oriented and focused on results. Diplomatic approach.
  • Possesses superior organizational skills; able to multi-task.
  • Deeply process-oriented and systematic; excels at follow-up and follow-through.
  • Persuasive and driven, preferably with a background in corporate sales, phone support, or a sales support environment.
  • Tactfully persuasive and assertive.
  • Excellent communicator (written and verbal).
  • Upholds high standards of accountability, timely response, and personal responsibility.
  • Thrives in a high-paced and high-pressure work environment.
Minimum qualifications:
  • 5+ years of customer service management, customer sales management, customer success/relationship management, project management, and/or sales operation management and/or technical support management experience required.
  • Must be able to drive and achieve results through others.
  • Must be able to lead, manage, and inspire people.
  • Must be a curious problem-solver.
  • Must enjoy making phone calls and talking to people on the phone.
  • Possesses a passion for technology; must be comfortable navigating software and hardware in a Windows environment. Must be able to learn and understand technical concepts to support activation functions. Has exceptional customer service skills and enjoys working with and helping people through avenues of communication.
  • Deep task and result oriented/ability to manage a team that delivers within tight timelines. Thorough with great attention to detail. Competitive with a drive to win. Goal-oriented and focused on results. Diplomatic approach.
  • Possesses superior organizational skills, able to multi-task. Tactfully persuasive and assertive; proven ability to lead.
  • Deeply process-oriented and systematic; excels at follow-up and follow-through.
  • Has the ability to maintain motivation within a team setting.
  • Thrives in a high-paced and high-pressure work environment.
  • Excellent communicator (written and verbal).
  • Upholds high standards of accountability, timely response, and personal responsibility.
  • Well-versed in Salesforce CRM and Microsoft Office365, especially Excel.
  • Knowledge of medical payments/medical offices/payment processing systems is a plus.
  • College degree preferred or equivalent management-level work experience.


About Us:

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.

New York pay range
$65,000$65,000 USD

View our CCPA disclosure notice here

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The Company
Valhalla, NY
312 Employees
Year Founded: 1993

What We Do

Since 1993, Rectangle Health has been making a difference in the healthcare community with solutions that enable financial and operation health for practices, ultimately leading to healthy patients. Click the link below to chat with a consultant about simplifying the business side of your healthcare practice. Our mission is to simplify the business the side of healthcare with our technology and our best-in-class consultants and support teams. Practice Management Bridge®, our flagship solution improves operational efficiency and increases patient payments while: Reducing time spent managing billing Receiving and posting payments quickly Minimizing time spent on payment reconciliation Automating refunds and streamlining billing Decreasing time spent on new site integrations/conversions Consolidating systems into one payments solution across multiple sites Reducing cost of PCI compliance and non-compliance fees Automating patient scheduling and reminders Helping your staff and practice meet and maintain compliance requirements with ease. Visit www.rectanglehealth.com to learn more about our healthcare software solutions. In April of 2022, Rectangle Health launched the C.A.R.E.S. initiative, an active extension of our core values. Championing client success Acting with purpose and integrity Respecting the healthcare community Excelling at everything we do Shaping what’s possible We encourage you all to follow along as we utilize our platform to make a difference in our community.

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