Remote Customer Success Specialist – Orthodontics SaaS

PracticeTek; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

PracticeTek is seeking a Customer Success Specialist to support orthodontic practices using Tops, Greyfinch, Ortho2, or Cloud9 in a remote-friendly role. You’ll guide customers through the Tops platform, resolve issues, and drive customer satisfaction while collaborating with cross-functional teams.

Ideal candidates have experience with SaaS platforms, excellent communication, and a proactive mindset. Remote work options are available across the US, with occasional travel to events as needed.

Qualifications

• Bachelor’s degree preferred, or equivalent combination of education and work experience.
• Must have prior experience and knowledge of Orthodontics SaaS systems (preferably Tops, Greyfinch, Ortho2, or Cloud9).
• Familiar with SaaS platforms and integrated product support, including troubleshooting and resolving issues across connected systems.
• Strong team player with excellent work ethic and ability to work remotely with remote team.
• Self-motivated approach, with a strong desire to grow as a leader.
• Coachable and willing to be a valued teammate.
• Ability to build open, trustworthy relationships with other leaders, customers, vendors, and senior leadership.

Responsibilities

• Deliver exceptional phone and email service and support to end-users. High call volume expected.
• Identify client needs and urgency; prioritize issues using internal resources.
• Collaborate with Product and Development teams to deliver solutions.
• Document actions taken and resolutions in a clear, concise manner.
• Lead generation for services and sales.
• Be open to travel for tradeshows or events when needed.

Skills

Orthodontics SaaS

Tops

Greyfinch

Ortho2

Education

Bachelor’s degree preferred

Tools

SaaS platforms

CRM systems

Job description

PracticeTek is seeking a Customer Success Specialist to support orthodontic practices using Tops, Greyfinch, Ortho2, or Cloud9 in a remote-friendly role. You’ll guide customers through the Tops platform, resolve issues, and drive customer satisfaction while collaborating with cross-functional teams.

Ideal candidates have experience with SaaS platforms, excellent communication, and a proactive mindset. Remote work options are available across the US, with occasional travel to events as needed.