Client Success & Engagement Specialist
Client Success & Engagement Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About EyeCarePro
EyeCarePro is a fastgrowing marketing and technology company serving the eye care industry. We help independent optometry practices thrive through innovative digital solutions and dedicated support. Join a missiondriven team thats making a difference in a niche healthcare space.
Role Overview
We are hiring a Client Success & Engagement Specialist to support the onboarding of eye care professionals into our Patient Engage platform. This is a new role that will sit within the Sales division. You will be the first point of contact for newly referred practices guiding them through the campaign setup process and ensuring a smooth supportive experience.
This role is ideal for someone with a warm engaging personality a high tolerance for repetition and a talent for spotting opportunities during conversations.
Key Responsibilities
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Conduct 5 daily onboarding calls via video with referred eye doctors
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Use a provided call script (with flexibility to personalize)
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Guide practices through the setup of their vendorsponsored reactivation campaign
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Coordinate with the EHR integration team to ensure technical alignment
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Lead short followup calls to monitor campaign progress and maintain momentum
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Track client status notes and next steps in the CRM system
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Flag upsell opportunities and collaborate with leadership on next steps
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Deliver a consistent positive experience that makes clients feel seen and supported
Requirements
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2 years experience in client onboarding customer success or account coordination
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CRM experience (Go High Level is a plus)
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Excellent verbal communication and video call etiquette
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Comfortable with a high volume of repetitive structured interactions
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Strong organizational skills and attention to detail
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Experience in healthcare or optometry is an advantage
Work Requirements
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100% Remote (Work from anywhere)
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Must have:
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Personal computer and essential equipment
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Reliable highspeed internet
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Quiet professional work environment
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Loadshedding backup (if applicable)
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Perks & Benefits
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Competitive salary and paid time off
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Fully remote flexible work culture
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Professional development and training opportunities
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Collaborative supportive marketing and sales team
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Be part of a fastgrowing missiondriven company
Note: If you do not hear from us within two weeks please consider your application unsuccessful.
Employment Type
Full Time
