Customer Success Associate - Smart Products

Direct Supply•Milwaukee, WI

About The Position

Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them. In the Customer Success Associate position, you’ll support the successful fulfillment of DS smart® program orders, ensuring accuracy, efficiency, and a great Partner experience. You’ll manage activities across quoting, pricing, billing, and project tracking while also helping identify opportunities for automation and process improvement throughout the DS smart workflow. Skills Needed: Deals with Ambiguity – Adapts smoothly to change and thrives in ambiguity, maintaining composure and productivity. Maintains progress despite incomplete information and tackles complex issues constructively. Communicates Effectively – Develops and delivers impactful communications for diverse audiences across channels. Excels in both small and large group interactions. Captures attention, actively listens, and guides discussions towards targeted goals. Provides Customer Value – Delivers cutting-edge, tech-driven solutions paired with outrageous customer service with an eye to profitability. Seizes opportunities that reward both the customer and DS, fostering robust customer relationships. Optimizes Work Processes – Streamlines workflows by harnessing data, AI, and technology. Identifies opportunities for efficiency and incorporates new processes and technology. Defines new success measures. Demonstrates excellent ability to prioritize and manage time effectively to meet competing deadlines in a fast-paced environment.

Requirements

Previous experience in customer service, account management, or sales.
Deals with Ambiguity – Adapts smoothly to change and thrives in ambiguity, maintaining composure and productivity. Maintains progress despite incomplete information and tackles complex issues constructively.
Communicates Effectively – Develops and delivers impactful communications for diverse audiences across channels. Excels in both small and large group interactions. Captures attention, actively listens, and guides discussions towards targeted goals.
Provides Customer Value – Delivers cutting-edge, tech-driven solutions paired with outrageous customer service with an eye to profitability. Seizes opportunities that reward both the customer and DS, fostering robust customer relationships.
Optimizes Work Processes – Streamlines workflows by harnessing data, AI, and technology. Identifies opportunities for efficiency and incorporates new processes and technology. Defines new success measures.
Demonstrates excellent ability to prioritize and manage time effectively to meet competing deadlines in a fast-paced environment.

Nice To Haves

Bachelor’s degree in Operations, Communication, or Business
Experience in working in a software or technology company

Responsibilities

Develop a deep understanding of the DS smart® offering, including associated products and accessories.
Collaborate with cross-functional Partners by participating in team meetings and sharing best practices to support ongoing process improvements.
Support product setup by assisting in the creation and loading of products into PMTs.
Contribute to project kickoff by helping with quotes, placing orders, sending communications, monitoring fulfillment and backorders, and relaying key updates to the Customer Success Manager.
Lead billing activities for the team, ensuring accurate and timely processing.
Perform other duties as assigned to support team and customer success.