Customer Success Specialist

2 weeks ago

Toronto, Canada Wisedocs Full time

**Who We Are**:
We’re on a mission to make it easy and accessible for any company in the insurance, legal and medical space to understand medical documents quickly using AI. Every week, we process hundreds of thousands of pages of documents, saving our customers hours and hours of manual processing time, and helping them process medical claims much more quickly.

**Objectives of this role**
- You'll champion the power of our platform and put your expertise to the benefit of our customers as their primary point of contact
- Own the relationship with customers including onboarding, implementation, training, adoption, retention, and satisfaction
- Establish relationships as a trusted and strategic advisor to help ensure the continued value of our products and services
- Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings
- Maintain existing customer-success metrics and data and utilize this data to grow our customers to be growth their business with us

**What you will do**:

- ** Onboarding and Training**: The Customer Success Specialist will be responsible for helping new customers get started with Wisedocs’ products and services and providing ongoing training and support. You will also be able to assist in the creation of job aids and knowledge base articles to support our customers
- **Customer Engagement**: This role requires proactively engaging with customers to understand their needs and to ensure they are fully utilizing Wisedocs’ products and services to meet their business objectives.
- **Account Management**: The Customer Success Specialist will be responsible for managing customer accounts, including resolving customer issues and managing customer expectations.
- **Data Analysis**: This role requires analyzing customer data to identify trends and opportunities for improvement, and to provide insights to customers on how they can optimize their use of Wisedocs products and services.
- **Cross-functional Collaboration**: The Customer Success Specialist will work closely with other teams within the organization, such as product development and sales, to ensure that customers receive the best possible experience.
- **Customer Retention**: This role requires identifying and addressing potential customer churn, and implementing strategies to retain customers and build long-term relationship

**Your strengths and experience**
- 1-3 of experience in communications, account management, or customer success
- You have experience in a B2B customer-facing role, preferably in the insurance or medical records industry.
- Strong skills in verbal and written communications and project management
- Analytical and process-oriented mindset
- Ability to work effectively across multiple departments in a deadline-driven environment
- Active team player, self-starter, and multitasker who can quickly adjust priorities
- Proficiency with common customer success and customer relationship management software, such as Hubspot, Gainsight and Salesforce

**What we offer**:

- The freedom to work Remote or Hybrid, but with a regular, reliable team structure and resources to make your professional environment comfortable
- Modern employee benefits, including health and dental coverage 100% company paid
- Competitive compensation, with valuable stock options, as we’re still a young company growing very quickly.
- An opportunity to develop very rapidly in your career. We can offer you a super-immersive learning environment, and you thrive there you will have the opportunity to rapidly develop this opportunity into senior practitioner or management opportunities as you choose.
- Access to a learning and professional development fund to help you level up your career while you’re working with us. We hope to be an incredible step up for your career if you decide to come and work with us.
- Company events
- Generous Paid Time Off
- Sick Days
- Casual Dress code
- Employee Referral Bonus
- Tuition Assistance
- Employee Referral Program
- Plus many other Recognition Programs
- Wisedocs AI is an equal opportunity employer and are committed to providing employment accommodation in accordance with AODA. If you require an accommodation, please notify us and we will work with you to meet your needs._

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