Wisedocs is hiring a
Customer Success Manager

Summary

The job is for a Customer Success Manager at Wisedocs, responsible for managing small to medium-sized business customers in the insurance, medical, or legal industries. The role requires 2-3 years of relevant experience, education in related fields, and technical skills. The position offers a hybrid work model, modern employee benefits, competitive compensation, stock options, professional development opportunities, and access to a learning fund.

Requirements

• 2-3 years of Insurance (or a related industry) experience that is customer facing / B2B role
• Relevant education (i.e. Health Sciences, Medical Terminology, Disability Management, Paralegal etc)
• Experience with Hubspot/CRM and ticketing systems like Jira
• Working knowledge of medical documentation and terminology
• Prior experience in managing a diverse client group portfolio, with outstanding customer service results
• Must be able and willing to travel within the US and Canada
• Team player and can also thrive in self-managed and independent environments
• Recognize gaps in process or detail and show initiative to suggest solutions
• Exceptional organizational, presentation, and communication skills
• Technical prowess, love to play with technologies and can quickly grasp technical concepts, making them easily understandable to a variety of end users
• Gritty, agile and can work in a fast-paced environment

Responsibilities

• Onboarding and Ongoing Customer Training
• Account Management
• Data Analysis
• Cross-functional Collaboration
• Customer Retention

Benefits

• A hybrid model with primarily remote work, while requiring on-site presence at least twice a month
• Modern employee benefits, including health and dental coverage
• 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