Client Success Associate

$47,800 - $51,000/Yr

Practice Pro - Chattanooga, TN

Full-time - Entry Level

Chattanooga, TN

Insurance Carriers and Related Activities

About the position

The Client Success Associate plays a crucial role in enhancing client relationships and ensuring a smooth onboarding process for new clients. This position focuses on providing support, training, and issue resolution to maximize client satisfaction and retention, ultimately positioning the company as a leader in Practice Management/EMR technology.

Responsibilities

• Support the implementation team to ensure newly onboarded clients transition smoothly to full operational use.
• Provide touch point support to ensure a successful experience for new and existing clients.
• Suggest additional training modules and guide clients on effectively using existing resources.
• Support the development and delivery of educational materials, webinars, or workshops for clients.
• Gather and analyze client feedback from surveys to identify areas for improvement and innovation.
• Act as a liaison between clients and internal teams to address issues or concerns promptly.
• Investigate and troubleshoot client problems, providing timely communication and documentation for the support team.
• Coordinate with technical support or product development teams to resolve complex issues.

Requirements

• Strong interpersonal skills with the ability to build rapport and communicate effectively with clients of various backgrounds.
• Excellent problem-solving and negotiation skills, focused on delivering solutions that exceed client expectations.
• Knowledge of CRM software and other tools for client management and reporting.
• Results-driven mindset with a track record of meeting or exceeding client retention and revenue targets.
• Ability to work independently and collaboratively in a fast-paced environment, prioritizing client tasks effectively.

Nice-to-haves

• Associate or bachelor's degree in business, marketing, communications, or a related field, or commensurate role experience.
• Proven experience in client-facing roles, such as account management, customer success, or sales.
• Experience in the software-as-a-service (SaaS) industry or related technology sector.
• Familiarity with project management methodologies and tools.
• Certification in customer success or related fields.

Benefits

• 401(k)
• Health insurance
• Paid time off