Account Specialist
Kareo
Heredia, Costa Rica
hace 1 día

What We Need

An Account Specialist to help onboard and support our customers during Implementations.

Your Area of Focus

  • Be the single point of contact owning the customer’s success during this critical time in the customer’s life-cycle and will assertively drive action to ensure that success
  • On-board our new customers to the Kareo platform. This is a high-impact role that will make a meaningful difference in customer loyalty and success
  • Conduct requirements gathering and customer needs analysis and utilize tailored onboarding plans that fits the customer’s profile
  • Map customer needs to available solution sets
  • Create appropriate project materials and artifacts to track and communicate out project status
  • Effectively collaborate internally to leverage resources to ensure the customers success
  • Help establish and continually refine Best Practice implementation process and procedures
  • Provide superior customer service when engaging with the client
  • Provide easy and clear instructions during one on one training sessions, follow up calls and on-demand requests
  • Effectively work with customers to up sell additional products and services that add value to our customers that will help them achieve their desired business goals and outcomes
  • Your Professional Qualifications

  • Experience specifically in business to business SaaS environments in a project management or customer success role
  • Several years of customer facing experience leading implementations of software solutions
  • Strong project management experience and organizational skills
  • Ability to plan, execute and control a project, establishing realistic estimates and reporting metrics
  • Excellent communication skills
  • Strong negotiation, conflict resolution and influencing skills
  • Strong multi-tasking, results oriented skills
  • Ability to work in a fast-paced environment
  • Our Values

  • Passionate - Be Passionately Driven : We take pride in our work, inspire others to excel, and are dedicated to solving tough problems in healthcare.
  • We hold ourselves to the highest standards. And we work with urgency because what we do matters.

  • Customer-Focused - Dedicated to Customer Success : Helping our customers succeed directs every action we take. We’re committed to helping their practices run smoother so their patients can thrive.
  • We are solution-oriented and aligned with their needs.

  • Collaborative - Together We’re Better : Great teams are collaborative, selfless, hardworking, and dedicated. We are willing to do what it takes to get the job done so we can accomplish more together.
  • Growing - Constant Growth : We strive to have a growth mindset in all we do. We reject the status quo. We take a unique approach and make every effort to bring clarity to a needlessly complex industry.
  • We are creative problem solvers that believe in making things better.

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