Customer Success Specialist

Booth and Partners
•Hybrid

About The Position

OpenLoop is looking for a Customer Success Specialist to join our Operations team. In this role, you will collaborate closely with the Director of Customer Success to ensure a seamless user experience for clients from initial contract signing through long-term relationship growth.

Requirements

  • 1+ years of project experience in a startup or healthcare environment required.
  • Proven ability to learn and adapt to new technologies to maximize project success.
  • Ability to construct clear, effective emails providing clients and internal stakeholders with essential background and project updates.

Responsibilities

  • Gather complex client needs and align them with the proper internal resources required to power partners’ care delivery systems.
  • Continuously refine existing processes to evolve our product, service offerings, and overall team efficiency using technology and people.
  • Identify operational gaps and train clinicians on various requirements necessary to run our services.
  • Work closely with Implementation, Account Management, and Clinician Advocacy teams to address product and skill development gaps.
  • Manage clinician scheduling and ongoing communication.
  • Integrate client and patient workflows into tech platforms across a variety of healthcare verticals.
  • Maintain accurate data entry and system data integrity.
  • Serve as a proxy for the Customer Success and Implementation Manager in key meetings and workflows (e.g., legal, customer success, and communications).
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