Customer Engagement Specialist
About The Position
Health Monitor is seeking a Customer Engagement Specialist to build strong customer relationships and help customers achieve value from its products and services. The specialist will serve as a trusted partner to a portfolio of customers, support them from onboarding onward, monitor satisfaction, and help ensure a seamless service experience. The role works closely with Sales, Operations, and Service teams to support customer satisfaction, retention, and long-term engagement, and collaborates with Sales to identify opportunities for customer growth. This is a remote role; candidates on the West Coast are ideal, but applicants from any location are welcome if they can work Pacific Time hours. The schedule is Monday through Friday, 9:00 AM–5:30 PM PST.
Requirements
- 2–4 years of experience in customer success, account management, or customer service.
- Strong communication and interpersonal skills, with a customer-first mindset.
- Ability to manage multiple accounts, projects, and priorities.
- Problem-solving and analytical skills.
- Hands-on experience with CRM platforms such as Salesforce or HubSpot.
- A proactive, detail-oriented approach and ability to work independently and as part of a team.
Nice To Haves
- Bachelor's degree in Business, Communications, Marketing, or a related field.
Responsibilities
- Serve as the primary point of contact for a portfolio of customers and build relationships based on trust.
- Guide customers through onboarding and help them get the most from the company's products.
- Monitor customer satisfaction and proactively identify ways to improve the customer experience.
- Partner with Sales, Operations, and Service teams to resolve issues promptly and support seamless service delivery.
- Work with Sales to identify upsell and cross-sell opportunities that support customer growth.
- Maintain accurate CRM records of customer interactions and milestones.
