Location: Remote (must be able to work EST hours 9am-5pm) Department: Customer Success Reports To: VP of Business & Client Strategy To Apply: Send an email including a 2-3 minute video talking about your experience to [email protected]
Reporting structure:
The Client Success Manager role reports to the Manager,Client Successand works closely with the product, client support and onboarding teams to drive adoption, mitigate risks, and provide a world-class client experience.
What you’ll do:
The Client Success Manager (CSM) is an integral part of cultivating and maintaining strong relationships with an assigned client group leading to increased retention rates, improved NPS scores, and revenue expansion opportunities. To excel in this role, we’re looking for individuals with a consultative mindset who can quickly understand our client needs, business solutions and the industry we serve. You will apply best practices and tailor solutions to each client based on their individual business goals. You’ll create long-lasting client partnerships that drive positive client outcomes and account growth.
ClientCommunication 45%
Manage the account plan and client journey touchpoints of your assigned group/book of business
Provide proactive and consultative client support, ensuring high retention and net revenue growth within an existing client base. This is executed by garnering a deep understanding of clients’ needs while providing consultative solutions that will add value to their business objectives.
Manage key client interactions with a focus on expansion opportunities within accounts and subscription renewals via phone, email, zoom
Project Management35%
Troubleshoot issues and come up with the best solutions for clients’ inquiries
Relate bugs and needed fixes to web development team to handle
Relate client feedback to team to enhance products and services
Identifyclient goals and work with them to achieve these goals through the software
Ensure adoption, growth opportunities, and success renewal of subscription
Provide actionable client feedback to key stakeholders including, but not limited to, marketing, product development and service.
Efficiently manage time to prioritize essential activities leading to an exceptional client experience, ongoing renewals, and growth
What prepared you for this role (qualifications):
At least 2 years of experience working in challenging, client facing roles such as Account Management, Consulting or Sales.Experience within the medical and SaaS industries preferred
Superb interpersonal, verbal, and written communication skills
Proven track record in hitting quota and retention goals
Organized, detail-oriented with the ability to multi-task, prioritize and respond quickly
Negotiation skills as it related to renewal upsells, cross-selling, and additional product add-ons
Highly proficient in MS Office and CRM systems. Experience with Salesforce is preferred.
Working knowledge of the medical industry
Curious about technology, love working in a fast-paced start-up environment that’s constantly changing
Empathetic to clients and the challenges they face within their practices. BA or BS degree or equivalent work experience
What success will look like for you in the first 90 days:
❏ You will participate in developing aClient Success Playbook
❏ Complete Online training modules (self)
❏ Complete Salesforce user online basic training (self)
❏ Upon receipt, please schedule your 90-day review meeting with your directsupervisor for the beginning of your 4th month in this role.
Please mention the word LUSH when applying to show you read the job post completely (#RMjE2LjczLjIxNi4xMjM=). This is a feature to avoid fake spam applicants. Companies can search these words to find applicants that read this and instantly see they're human.
Salary and compensation
$60,000 — $90,000/year
How do you apply?
Please send your resume to [email protected] and include answers to the following questions:
👉 Describe a specific automation or workflow you implemented in ChurnZero (or a similar CS platform) to improve customer engagement or retention.
What was the problem? What automation did you create? What impact did it have?
👉 If customer churn increases by 10% in a quarter, how would you investigate the cause and take action?
What data would you analyze? What steps would you take to reduce churn?
👉 How have you used Salesforce to track and manage customer expansion or upsell opportunities?
What specific fields, reports, or workflows did you set up?
👉 Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!
When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.
Remote Symplast Forms Specialist Patient Intake Customizations
Location: Remote (must be able to work EST hours 9am-5pm) Department: Onboarding To Apply: Send an email including a 2-3 minute video talking about your experience to [email protected]
About Symplast
Symplast is a leading provider of mobile, cloud-based practice management software designed for aesthetic practices. Our innovative solutions help practices streamline operations, enhance patient engagement, and optimize workflows. We’re committed to revolutionizing the healthcare experience by empowering providers with cutting-edge technology that simplifies practice management, improves patient care, and delivers outstanding results.
What You’ll Do
As a Symplast Forms Specialist – Patient Intake Customizations, you will be the go-to expert for creating, modifying, and maintaining patient intake forms to meet unique client requirements. You’ll collaborate with cross-functional teams through Azure DevOps, ensuring each customization is accurate, efficient, and aligned with best practices. Your work will directly impact patient satisfaction and practice efficiency by delivering seamless, user-friendly intake experiences.
Essential Job Functions
Patient Intake Customization Responsibilities
Form Creation & Updates: Utilize Visual Studio Code and REST Client extension to create, modify, and deploy custom intake forms (MedSpa or Plastic Surgery templates).
JSON Editing: Adjust sections, questions, and indexes in JSON files to accommodate client requests (e.g., add/remove questions, rename fields, manage question types).
Section Management: Ensure sections are properly indexed and structured, removing unneeded sections and reorganizing subsequent ones for optimal functionality.
Testing & Validation: Conduct thorough testing of each customized form to ensure proper rendering, accurate data capture, and error-free API responses (200 status).
Collaboration: Communicate with Client Success Teams (via Azure work items) to confirm requested changes, clarify requirements, and offer standardized template options if desired.
Azure DevOps & Configuration
Ticket Management: Create and manage Configuration work items in Azure DevOps, accurately documenting all changes, priorities, and attachments.
Cross-Team Coordination: Collaborate with the Onboarding, Client Success, and Tech Support teams to clarify requests, set timelines, and escalate complex issues.
Priority Setting: Assign appropriate priority levels (1–4) based on urgency and ensure timely completion of customization tasks within agreed SLAs.
Status Reporting: Provide regular status updates, ensuring stakeholders have visibility into progress and any potential roadblocks.
General Responsibilities
Documentation: Maintain clear and concise records of all intake modifications, version updates, and client requests in Azure DevOps.
Quality Assurance: Verify that each form meets Symplast’s standards for usability, data integrity, and compliance before handing it off to the client.
Continuous Improvement: Identify opportunities to enhance existing templates, streamline processes, and introduce best practices for form customization.
Client Education: Offer guidance on form capabilities, question types, and recommended structures to help clients make informed decisions about their customizations.
Qualifications
Education:
Bachelor’s degree in IT, Computer Science, or a related field preferred (or equivalent experience).[MS1]
Experience:
Minimum 1–2 years of experience with JSON editing, web development, or software configuration.
Familiarity with ticketing systems (e.g., Azure DevOps, Jira) and version control.
Experience in a SaaS or healthcare environment is a plus.
Skills:
Technical Acumen: Proficient in Visual Studio Code, REST Client extensions, and JSON structures.
Detail-Oriented: Capable of meticulously managing indexes, sections, and question properties for error-free form deployment.
Problem-Solving: Strong analytical skills to troubleshoot issues and apply creative solutions within tight deadlines.
Communication Excellence: Exceptional written and verbal communication skills for coordinating with clients and internal teams.
Time Management: Ability to handle multiple customization requests concurrently while maintaining accuracy and efficiency.
Customer-Focused Attributes:
Empathy for client needs and dedication to delivering outstanding service.
Commitment to upholding brand reputation through high-quality deliverables.
Preferred Qualifications
Azure DevOps Proficiency: Experience creating and managing work items, priorities, and attachments in Azure DevOps.
Healthcare or Aesthetic Industry Knowledge: Familiarity with patient intake processes and regulations in a clinical setting.
Automation & Scripting: Basic scripting knowledge to automate repetitive tasks (e.g., question additions, index reassignments).
Why Join Us?
By joining Symplast as a Symplast Forms Specialist – Patient Intake Customizations, you’ll play a pivotal role in enhancing the patient experience for aesthetic practices worldwide. You’ll collaborate with passionate professionals, use state-of-the-art tools, and have the opportunity to innovate in a rapidly growing sector. Together, we’ll transform the future of healthcare, one custom intake form at a time!
Please mention the word CONFIDENT when applying to show you read the job post completely (#RMjE2LjczLjIxNi4xMjM=). This is a feature to avoid fake spam applicants. Companies can search these words to find applicants that read this and instantly see they're human.
Salary and compensation
$30,000 — $30,000/year
How do you apply?
send your resume and a 2-3 minute video introduction to: [email protected]
Bonus points if you answer any or all of the 3 questions that follows:
“If a client asks you to remove one section from a form and make sure the rest still work correctly, how would you go about making that change and making sure everything looks and functions as expected?”
2. Problem Solving
“Imagine a form you updated suddenly stops working after your changes. What steps would you take to figure out what went wrong and fix it?”
3. Client Communication
“Sometimes a client request can be unclear, like asking us to ‘move some questions around.’ How would you handle that kind of vague request to make sure you get it right?”
👉 Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!
When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.
Location: Remote (must be able to work EST hours 9am-5pm) Client Facing: This is a client-facing role so perfect English skills are a requirement Department: Onboarding To Apply: Send an email including a 2-3 minute video talking about your experience to [email protected]
Title: Implementation Project Manager
Status: Exempt, Full-Time
Reporting structure:
The Implementation Project Managerroleworks closely with salesand client success to ensure clients are onboarded and implemented successfully, know the value of our services and resources and utilize the product effectively. The Implementation Project Manager role keenly focuses on driving an exceptional onboarding experience whilst ensuring onboarding milestones are consulted, prescribed, and met within timelines. In addition, this role serves as the main point of contact throughout the onboarding journey, keeping the ClientOnboarding Manager informed, and working as a liaison between clients, sales, the CS department and productteams.
What you’ll do:
The onboarding phase is the most important phase of the client lifecycle, and Implementation Project Managersare responsible forestablishing the solid foundation that drives our clients’ success. This crucial client-facing role focuses on the successful implementation and adoption of product. The Implementation Project Managerowns the post-sale onboarding client relationship and manages the implementation of said solutions whilst ensuring the client receives all pre-defined touchpoints. The role will also be responsible formonitoring the progression of all projects within the onboarding process of each assigned client and keeping all involved teams (internal and external) informed and on track to completion. These projects include but are not limited to solutions and systems implementation, training for clients, new client set-up, configuration and training within internal company tools and platforms and CRMs.
Key Responsibilities
ClientCommunication45%
• Initiate new client contact post-sale by phone and email to coordinate and launch allsolutions onboarding projects based on executed contracts
• Communicate clear expectations to clients regarding the onboarding journey, clientnext steps, timelines, and the client’s role in successfully implementing solutions
• Coordinate client contact with sales team and project manage the handoff from sales to Client Success
• Anticipateclient needs during the onboarding process and build rapport by delivering a positive and proactive onboarding experience through ongoing communication by phone, email, and video conference (primarily Zoom)
• Assistclients in managing change and realizing value of our product quickly
Project Management 35%
• Maintainclient profiles in internal platforms to ensure new client services are added and qualitychecked prior to go-live based on executed contracts
• Gather needed information from the client through onboarding formsand communicate needs to relevant internal or external partner teams,as necessary
• Organize, execute, and document the onboarding process forclients from beginning to end along with changes that will improveand evolve this process further
• Add all relevant client notes in CRM (Salesforce) and communicatewith the Client Success department to assign a client successteam member based on what is known aboutthe client.
Ensure coordination of client touchpoints and identify risks (timeline/resistance/other) during onboarding period
Internal Communication20%
• Communicate client status to internal teams, including but not limited to Client Success, Marketing, Product and development, andSales
• Partner closely with Client Success to solidify and execute client launches based on client goals, desired outcomes, and predefined timelines
• Actively engage with internal teams regarding the onboarding status of clients, and onboarding process status
• Successfully identify and prevent client churn during onboarding by escalating at-risk clients as defined by the Client Success
• Ensure each client’s onboarding project and timelines are met based on pre-established KPIs Time to live, Time to value, CSAT, NPS
Requirements:
At least 2 years of experience in Medical or SaaS industries preferred, working in B2B,client-facing roles related to onboarding
Minimum of two (2) years in a project management capacity
Proficient in Microsoft Office, project management software or CRM
Strong Organizational, project, and time management skills, able to address multiple projects/requests and meet tight deadlines with ownership and accountability – and finesse
Superb written and oral communication skills
Empathetic to clients and challenges they face within their practices, ability to develop relationships quickly
BA or BS degree preferred
What success will look like for you in the first 90 days:
❏ You will participate in developing an Onboarding playbook for Onboarding
❏ Complete Online training modules (self)
❏ Accomplish 100% of assigned clients with all purchased solutions to go live
within the first 60 days
❏ Complete Salesforce user online basic training (self)
❏ Upon receipt, please schedule your 90-day review meeting with your direct
supervisor for the beginning of your 4th month in this role.
Please mention the word LUSH when applying to show you read the job post completely (#RMjE2LjczLjIxNi4xMjM=). This is a feature to avoid fake spam applicants. Companies can search these words to find applicants that read this and instantly see they're human.
Salary and compensation
$30,000 — $50,000/year
How do you apply?
send your resume and a 2-3 minute video introduction to: [email protected]
Bonus points if you answer the 2 questions that follows:
"Tell us about a time you managed a client onboarding from start to finish. What challenges did you face, and how did you ensure the client went live successfully?"
"How do you typically communicate expectations and timelines to clients who are new to a software platform?"
👉 Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!
When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.
This job post is closed and the position is probably filled. Please do not apply. Work for Symplast and want to re-open this job? Use the edit link in the email when you posted the job!
Location: Remote (must be able to work EST hours 9am-5pm) Department: Onboarding To Apply: Send an email including a 2-3 minute video talking about your experience to [email protected]
About Symplast
Symplast is a leading provider of mobile, cloud-based practice management software designed for aesthetic practices. Our innovative solutions help practices streamline operations, enhance patient engagement, and optimize workflows. We’re committed to revolutionizing the healthcare experience by empowering providers with cutting-edge technology that simplifies practice management, improves patient care, and delivers outstanding results.
What You’ll Do
As a Data Migration Specialist – Data Import & Export, you will be the expert responsible for guiding clients and internal teams through all aspects of data migration. From preparing data templates and validating file structures, to running import tools and verifying successful uploads, you’ll ensure a seamless transition of critical information into Symplast’s system. Your meticulous attention to detail and passion for data integrity will help drive client satisfaction and practice efficiency.
Essential Job Functions
Data Migration-Specific Responsibilities
Data Import Preparation: Collaborate with Onboarding Specialists (OS) and clients to gather, review, and organize data (patient demographics, appointments, documents, images, financials, activity notes, etc.) into the required file formats (CSV, XLS, XLSX, TXT, PDF, JPG, PNG).
Tool Utilization: Use Symplast’s migration tools (e.g., Main Migration Tool, Multimedia Tool, Onboarding Tool) to import data according to established guidelines and configuration files
Folder & Metadata Management: Set up folder structures and metadata files for documents and images, ensuring proper mapping of patient IDs and minimal error rates.
Validation & Testing: Perform trial runs, check for 200 API responses, and verify data integrity (indexes, sections, time stamps, etc.) before finalizing imports.
Data Export Support: Provide expertise in exporting data from Symplast when clients or internal teams require information in various formats.
Time Frame Management: Estimate and track completion times for each data type (e.g., 3 hours for Patient Demographics, 4 hours for Appointments), ensuring projects stay on schedule.
Quality Assurance: Monitor imported data for errors or inconsistencies and take immediate corrective actions, keeping all stakeholders informed.
General Responsibilities
Client Collaboration: Participate in Data Discovery calls, clarifying what data can be migrated, time frames, and required file formats.
Ticket Management: Create and update work items in Salesforce and Azure DevOps to document requests, progress, and resolutions.
Cross-Functional Communication: Coordinate with DevOps for repository creation (S3), data flow diagrams, and any escalations or tool enhancements.
Documentation: Maintain comprehensive records of data mapping, configuration settings, and import/export procedures for future reference.
Continuous Improvement: Identify and propose enhancements to existing migration processes, tools, and templates for improved efficiency.
Qualifications
Education
Bachelor’s degree in Information Technology, Computer Science, or a related field preferred (or equivalent experience).
Experience
2+ years of experience in data migration, data analysis, or database management (preferably in a SaaS or healthcare setting).
Familiarity with Azure DevOps, GitHub, and other version-control or ticketing platforms.
Skills
Technical Acumen: Proficiency in handling various data formats (CSV, XLS, XLSX, TXT, PDF, JPG, PNG) and knowledge of basic scripting or command-line operations.
Attention to Detail: Ability to manage complex folder structures, metadata files, and index values with precision.
Problem-Solving: Strong analytical skills to diagnose issues during imports/exports and implement quick resolutions.
Communication Excellence: Outstanding verbal and written communication skills for collaborating with clients and cross-functional teams.
Time Management: Proven ability to meet tight deadlines, juggle multiple tasks, and adapt to evolving priorities.
Customer-Focused Attributes
Empathy for clients’ needs, ensuring a positive, solution-oriented experience throughout the data migration journey.
Willingness to educate clients on best practices for preparing and validating data prior to import/export.
Preferred Qualifications
Healthcare or Aesthetic Industry Experience: Familiarity with clinical data structures, patient records, and privacy regulations.
S3 & Cloud Services: Experience working with S3 repositories or other cloud storage solutions for data intake and retrieval.
Automation: Background in automating repetitive tasks for data transformation or file management.
Why Join Us?
By joining Symplast as a Data Migration Specialist, you’ll play a vital role in ensuring a smooth and efficient transition of critical healthcare data, ultimately improving patient care and practice success. You’ll collaborate with an energetic team, leverage powerful tools, and shape the future of practice management. Together, let’s make data migration faster, simpler, and more reliable than ever!
Please mention the word HONOR when applying to show you read the job post completely (#RMjE2LjczLjIxNi4xMjM=). This is a feature to avoid fake spam applicants. Companies can search these words to find applicants that read this and instantly see they're human.
Salary and compensation
$30,000 — $40,000/year
How do you apply?
This job post has been closed by the poster, which means they probably have enough applicants now. Please do not apply.
This job post is closed and the position is probably filled. Please do not apply. Work for Symplast and want to re-open this job? Use the edit link in the email when you posted the job!
Location: Remote (must be able to work EST hours 9am-5pm) Department: Customer Success Reports To: VP of Business & Client Strategy
Position Summary:
We are seeking a Customer Success Operations Manager to enhance the efficiency, effectiveness, and scalability of our Customer Success team. This role will be responsible for optimizing our use of ChurnZero, Salesforce, and other customer success tools to drive client engagement, retention, and expansion opportunities. The ideal candidate will have a deep understanding of customer success metrics, automation, and workflow optimization, along with the technical skills to configure and implement processes within ChurnZero and Salesforce.
Key Responsibilities:
Operational Strategy & Execution: Collaborate with leadership to design and execute customer success initiatives that improve retention, expansion, and customer satisfaction.
ChurnZero & Salesforce Optimization: Manage and optimize ChurnZero and Salesforce workflows, ensuring the team maximizes automation, analytics, and engagement strategies.
Data-Driven Decision Making: Analyze customer success metrics, churn risk factors, and expansion opportunities to provide insights that drive proactive engagement strategies.
Process Automation: Implement scalable processes to improve onboarding, adoption, and renewal management through automation and structured workflows.
Collaboration & Training: Work closely with CSMs, Account Managers, and Sales to align customer success processes with overall company goals. Provide training on ChurnZero and Salesforce best practices.
Customer Health & Engagement: Develop and refine customer health scores, renewal forecasting models, and proactive engagement strategies.
Expansion & Upsell Support: Identify and manage customer success-driven upsell and expansion opportunities, integrating with sales processes where needed.
Key Requirements:
3-5+ years of experience in Customer Success, Revenue Operations, or CRM Administration (preferably in SaaS).
Hands-on experience with ChurnZero (or similar customer success platforms) and Salesforce.
Strong analytical skills and the ability to derive insights from customer data.
Experience implementing automation, workflows, and integrations within CS tools.
Proven ability to drive process improvements and increase operational efficiency.
Excellent communication skills with cross-functional teams (CSMs, Sales, Product, and Leadership).
Strong project management skills with the ability to execute multiple initiatives simultaneously.
Preferred Qualifications:
Experience in healthcare tech, EHR, or CRM SaaS.
Familiarity with SQL, Looker, or other analytics tools for deeper reporting.
Experience leading technology adoption and training teams on new tools/processes.
Please mention the word THOUGHTFULNESS when applying to show you read the job post completely (#RMjE2LjczLjIxNi4xMjM=). This is a feature to avoid fake spam applicants. Companies can search these words to find applicants that read this and instantly see they're human.
Salary and compensation
$60,000 — $90,000/year
How do you apply?
This job post has been closed by the poster, which means they probably have enough applicants now. Please do not apply.
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