Customer Service Specialist Full Time

Summary
The Customer Success Specialist plays a key role in ensuring a seamless and positive experience for clients. This role combines client engagement, scheduling, and administrative support with a consultative approach to enhance satisfaction, strengthen relationships, and support business growth.

Key Responsibilities

Client Engagement & Scheduling

Manage client appointments, onboarding, and assessments to understand needs and goals.
Maintain accurate records and ensure smooth communication with clients and practitioners.

Client Retention & Growth

Follow up with clients to gather feedback and recommend services or treatment extensions.
Respond to new inquiries, provide service information, and align solutions with client needs.
Develop strong client relationships to foster loyalty, retention, and referrals.

Collaboration & Coordination

Work closely with practitioners, case managers, and stakeholders to align service delivery.
Coordinate group or bulk scheduling and communicate changes promptly.

Funding & Administration

Verify client funding with case managers and process invoices and paperwork accurately.