Customer Success Advocate

Role Description

As a CSA (Customer Success Advocate) at Simple Interact, you'll be a trusted partner to our customers, guiding them through every stage of their journey, from initial setup and training to ongoing support. Your mission is to build strong relationships, provide insightful solutions, and ensure customers get maximum value from our software platform.

About Simple Interact

Simple Interact is a leading front office automation company that helps healthcare facilities across the United States run more efficiently and profitably by boosting staff productivity, reducing provider burnout, and elevating the patient experience. Our Software-as-a-Service (SaaS) platform includes services such as patient forms, patient engagement, 2-way texting, patient feedback, and patient scheduling.

Our People Philosophy

We believe every human being has tremendous innate talent waiting to be tapped. At Simple Interact, we take pride in providing team members with opportunities to shine. We work to better understand each individual’s strengths and place them in roles where they can do their best work. When the right people are in the right seats, we become a formidable force driving positive change in the healthcare industry.

If you're a self-motivated individual who’s eager to learn, unafraid of responsibility, grounded in cognitive empathy, committed to fostering a drama-free environment, and naturally inclined to do the right thing, you'll thrive in the work culture at Simple Interact.

Why you'll love working with us

• 100% remote work with occasional in-person team meetings
• An exciting opportunity to apply your healthcare expertise to the technology space
• Hands-on experience managing and growing customer relationships
• Direct access to Simple Interact's leadership, where your contributions are valued and visible.

What we are looking for in a person before they start working with us

• A customer-first mindset with a strong ability to empathize with customer needs
• Professional communication skills across all channels (video conference, email, and phone)
• A solid understanding of the ambulatory healthcare space, typically gained from a prior role in a medical practice (e.g., front desk specialist, patient coordinator, medical assistant, scheduler)
• A proven ability to manage and respond to customer requests across multiple channels (phone, email, service desk) with a focus on thorough research and accurate solutions
• Excellent project management skills and attention to detail
• A strong desire to become a product expert on the Simple Interact platform and the ability to explain its functionality simply and accurately to customers
• Comfortable with technology and tools like Google Workspace, Microsoft Office, browser-based applications, and electronic medical record systems
• Ability to manage customer expectations in a professional manner

What we would like to see within the first month

• Develops a thorough understanding of Simple Interacts product and services
• Knows where to find help docs, training docs, business reports, customer contact lists, Zoho ServiceDesk tickets, knowledge base articles, and FAQs
• Independently handles basic support tasks such as adding/updating users, providers, locations, and appointment type lists to ensure that customer configurations are up to date
• Assists colleagues in putting together quarterly reports

What we would like to see within the first quarter

• Takes full ownership of the support lifecycle needs (setup, training, go-live, phased roll out, service desk tickets, quarterly business reports) for all assigned customers
• Consistently researches, understands, and communicates accurate findings and resolutions for customer support requests
• Effectively coordinates with other colleagues and the product team to clarify unknowns in their own knowledge and resolve advanced technical problems
• Proactively monitors customer performance data, identifies improvement opportunities, and guide customers on how to maximize value through more effective use of Simple Interact
• Demonstrates the drive to continuously refine our support-related processes and documentation

How to apply

Ready to make a difference in healthcare? We'd love to hear from you. Send your resume and a cover letter on https://www.linkedin.com/jobs/view/4280541987 or send them to careers@simpleinteract.com. In your cover letter, tell us why you are a great fit for this role and how your experience will help our customers succeed.