Wisedocs is hiring a
Customer Success Manager

Summary

Join our team and be part of a company committed to making a positive impact on the InsurTech and HealthTech industries. We are looking for a customer-facing professional with experience in the insurance, medical, or legal industries to own a portfolio of small to medium-sized business customers and ensure their success on the Wisedocs platform.

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) a strong asset
• 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 a strong asset
• Must be able and willing to travel within the US and Canada
• Team player and can also thrive in self-managed and independent environments
• You recognize gaps in process or detail and show initiative to suggest solutions
• Exceptional organizational, presentation, and communication skills
• You have technical prowess, love to play with technologies and can quickly grasp technical concepts, making them easily understandable to a variety of end users
• You are gritty, agile and can work in a fast-paced environment

Responsibilities

• Onboarding and Ongoing Customer Training: As a trusted expert to our customers, you will educate customers, gather and execute workflow requirements to solve technical problems, and ensure the smooth adoption of our products
• Account Management: You will consistently be in contact with customers throughout the lifecycle to ensure any concerns are addressed, and you understand any changes in their business / industry
• 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: You will be the voice of the customer internally, collaborating cross-functionally with Product Development, Sales, and Quality Assurance to ensure your customers receive the best possible experience
• Customer Retention: This role requires identifying and communicating Customer’s health, addressing potential customer expansions, implementing strategies to retain customers and build long-term relationships

Benefits

• 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