Remote Healthcare SaaS Success Specialist

PracticeTek; San Diego (CA); Remote; USD 28,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401(k) with company match

Bonuses or equity may be available

Job summary

PracticeTek is hiring a Customer Success Specialist for its healthcare SaaS platform. The role focuses on delivering proactive customer support, troubleshooting, and escalation management for orthodontics SaaS systems (Tops, Greyfinch, Ortho2, Cloud9).

You will engage in cross-functional collaboration with Product and Development, drive retention, and support cross-sell/upsell efforts while working in a remote-friendly setup across the United States.

Qualifications

• Bachelor's degree or equivalent combined education/experience.
• Experience with Orthodontics SaaS systems (Tops, Greyfinch, Ortho2, Cloud9) preferred.

Responsibilities

• Deliver exceptional phone and email service to end-users with high-volume workload (500+ calls/emails per week).
• Identify client needs and urgency through active listening and document actions clearly.
• Resolve issues by coordinating with Product/Development teams and escalating as needed.
• Lead generation for services and sales; gather customer feedback for internal teams.
• Occasional travel to tradeshows or events.

Skills

SaaS troubleshooting

Escalation management

CRM documentation

Cross-functional collaboration

Consultative sales

Education

Bachelor's degree

Tools

Orthodontics SaaS systems (Tops)

CRM tools

Job description

PracticeTek is hiring a Customer Success Specialist for its healthcare SaaS platform. The role focuses on delivering proactive customer support, troubleshooting, and escalation management for orthodontics SaaS systems (Tops, Greyfinch, Ortho2, Cloud9).

You will engage in cross-functional collaboration with Product and Development, drive retention, and support cross-sell/upsell efforts while working in a remote-friendly setup across the United States.