Customer Success Specialist
Posted 3hrs ago
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Job Description
Customer Success Specialist supporting human service providers using PrecisionCare’s EHR SaaS platform. Managing implementations, retention, training, and customer growth across an assigned territory.
Responsibilities:
- Develop strong relationships with users, managers, and executives of customers
- Understand customer goals, expectations, and reasons for using PrecisionCare software
- Communicate and demonstrate the value of PrecisionCare software
- Manage tailored customer retention strategies and ensure customer satisfaction
- Serve as liaison and point of contact between PrecisionCare and its customers
- Help users use PrecisionCare software effectively and efficiently
- Expand and increase customer software usage
- Create and customize implementation plans
- Travel to customer locations and participate in trade shows, conferences, sales, and networking opportunities
- Execute implementation plans
- Maintain and analyze customer health checks
- Provide user training opportunities
- Analyze customer needs and evolve software usage accordingly
- Coordinate between Customer Support and Software Development teams
- Test and understand new features and functions
- Notify and train customers on pending updates and changes
- Conduct regular customer reviews and analyze usage statistics
- Contribute to software design and development based on user needs and regulatory requirements
- Serve as an escalation point for customer inquiries and concerns
- Educate customers on new features, updates, and best practices
- Manage customer projects, timelines, and deliverables
- Advocate for customers and communicate their needs internally
- Collaborate with sales and marketing to identify professional services opportunities
- Identify features and add-on services to increase customer billing
- Perform other duties assigned by supervisors
Requirements:
- 3+ years of experience in the human services or related field
- 1+ years of experience as a Customer Success Specialist or related field
- 1+ years of experience using an Electronic Health Record application or similar system
- Bachelor’s degree in the human services or a related field
- Excellent organizational and time-management skills with high attention to detail
- Strong written and verbal communication skills
- Self-motivated, resourceful, and able to work independently and as a team
- Ability to multitask between various Account Manager tasks and duties
- Must be able to prioritize and manage multiple tasks and deadlines
- Must have a dedicated work area that provides information privacy
- Assigned territory: CT, MA, NJ, NY, PA
- Travel required as needed
Benefits:
- Fully remote work arrangement
- Occasional travel requirements as needed and determined by customer and/or market necessity












