Customer Success Specialist

Wellfit is the dental industry’s fintech solution! A healthcare fintech company that enhances experiences between patients, providers, employers and payors. Wellfit provides access to treatment and care of all by removing financial barriers.

As a Customer Success Manager/Analyst at Wellfit, you will play a pivotal role in optimizing customer interactions and enhancing the overall customer experience. Working closely with our sales team, you will be responsible for building strong relationships with customers, ensuring seamless utilization of our product offerings, and overseeing re-training initiatives for our offices.

What You’ll Do:

Customer Relationship Building:

• Collaborate with the sales team to establish and nurture strong relationships with customers.

• Act as a primary point of contact for customer inquiries, ensuring timely and effective communication.

Utilization Tracking:

• Monitor patterns within our spectrum of product offerings to identify potential issues and opportunities for improvement.

• Ensure consistent and optimal utilization of our products and services by customers.

Office Training and Oversight:

• Oversee the re-training initiatives for offices to enhance product knowledge and customer interaction skills.

• Stay on top of office turnover and develop strategies to minimize disruption in customer service.

Data Analysis:

• Utilize data analytics tools to track and analyze customer interactions, identify trends, and provide insights to the sales and management teams.

• Generate reports on office utilization and make recommendations for improvement.

Collaboration:

• Work closely with the sales, marketing, and customer support teams to align strategies and improve the overall customer journey.

• Act as a bridge between sales and customer service departments to ensure a seamless customer experience.

Candidate Qualities:

• Highly motivated, energetic, hardworking self-starter.

• Ability to produce timely deliverables and manage multiple and shifting priorities in a dynamic environment.

• Strong problem- solving skills.

• Ability to build strong business relationships in a team environment.

• Excellent verbal and written communication skills.

• Solid organizational and multitasking skills.

• Constructively challenge the process and take the initiative to search for opportunities to grow, improve and innovate.

• Strong acumen for learning new technology.

Qualifications

• Bachelor’s degree in Business, Marketing, or a related field.

• Proven experience in customer service or sales roles, with a focus on relationship-building.

• Strong analytical skills and the ability to interpret data to drive decision-making.

• Experience with CRM software and data analytics tools.

• Excellent communication and interpersonal skills.

• Ability to work collaboratively in a fast-paced and dynamic environment.

Preferred Skills:

• Knowledge of dental industry.

• Demonstrated success in improving customer satisfaction and retention.

Company Perks and Benefits:

• Hybrid working model with the expectation to be in office 3 days a week

• Medical, Dental and Vision coverage

• Paid time off - Unlimited PTO with the culture to use it!

• 401k match up to 4%