Customer Success Specialist

Position Overview

We are seeking a high-energy, results-driven Customer Success Specialist with a passion for exceeding KPIs. In this fast-paced role, you’ll play a critical part in driving customer satisfaction and retention by ensuring seamless onboarding, proactive engagement, and consistent follow-up. You thrive in a competitive environment, put the customer first, and are motivated by hitting goals and delivering value. You’ll work cross-functionally to streamline workflows, surface actionable insights, and ensure our customers are getting the most out of our solutions—contributing directly to growth and customer loyalty.

• Customer Outreach & Follow-Up: Proactively follow up with clients daily via phone and email to ensure timely completion of onboarding steps, address questions, and maintain engagement throughout their homecare journey.

• Customer Data Management
  :
  Maintain and update customer information in our CRM system, ensuring accuracy and reliability for internal teams.

• Process Coordination
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  Organize and oversee customer onboarding, renewals, and follow-up schedules to ensure timely and efficient service delivery.

• Task Prioritization
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  Manage customer requests, escalations, and follow-ups, ensuring issues are routed to the appropriate team members and resolved promptly.

• Process Improvement
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  Identify opportunities to improve customer success operations and propose efficient solutions to optimize workflows.

• Cross-Functional Collaboration
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  Work closely with sales, support, and clinical teams to ensure seamless communication and alignment of administrative processes.

• Documentation & Resources
  :
  Create and maintain clear, organized documentation for customer success workflows, FAQs, and support resources.

• Experience in administrative support, customer success, sales, or operations roles.
• Self‑motivated and proactive in identifying and solving problems.
• Strong organizational and multitasking skills with excellent attention to detail.
• Excellent communication skills, both written and verbal.
• Persistence in outreach with customers and building rapport.
• A proactive approach to problem‑solving and process improvement.
• Familiarity with customer service principles and a strong commitment to supporting internal and external stakeholders.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Familiarity with Medicaid/Medicare programs is a plus.