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Associate Client Success Manager

Supports rehab therapy clients through onboarding, training, product adoption, support, and retention for a healthcare SaaS platform. Requires outpatient physical therapy experience, strong software skills, EMR familiarity, Excel proficiency, and excellent communication.

About the job

Responsibilities

  • Build strong relationships with clients as a strategic and supportive partner.
  • Present product information, address customer issues, and help clients implement Prompt Plus and other premium offerings.
  • Maintain deep knowledge of product offerings and respond to customer inquiries through the support channel.
  • Learn therapy-business operations and provide workflow expertise during onboarding and ongoing client engagement.
  • Lead question-and-answer webinars for clinical management and staff.
  • Handle escalated support tickets and provide client-specific workflows.
  • Support downgrade and churn-prevention conversations by demonstrating product value.
  • Assist with onboarding new clients.
  • Delegate questions to the Client Experience, Billing Success, and Customer Success teams as appropriate.
  • Recommend and implement process improvements with teammates and management.

Requirements

  • Experience in outpatient physical therapy clinics.
  • Clinical background and/or licensed rehabilitation therapist experience.
  • Experience with electronic medical record (EMR) systems.
  • Strong technical skills across software platforms.
  • Advanced proficiency in Microsoft Excel.
  • Passion for learning and understanding software.
  • Strong written and verbal communication skills.
  • Comfort working in live settings with multiple software applications.
  • Ability to work in a fast-paced environment and occasionally outside normal working hours.
  • Motivation to grow quickly and take on increasing responsibility.

Nice-to-haves

  • Medical billing experience or education.
  • Previous software-as-a-service (SaaS) experience.

Compensation and Benefits

  • Salary: $75,000-$100,000 annually.
  • Potential equity compensation for outstanding performance.
  • Flexible paid time off.
  • Medical, dental, and vision insurance.
  • Company-paid disability and life insurance.
  • Company-paid family and medical leave.
  • Flexible spending and dependent care accounts.
  • Commuter benefits.
  • 401(k).
  • Fitness class and gym membership credits.
  • Discounted pet insurance.

Skills

Excel, Emr Systems, SaaS, Medical Billing, Customer Support, Client Onboarding, Clinical Workflows, Software Platforms

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