Customer Success Specialist - Vigilanz

Overview:
As a key part of the Customer Success team, the Customer Success Admin/Specialist will provide vital administrative support to ensure our customers have an excellent experience with our healthcare solutions. This role will focus on coordination and support activities, such as organizing Business Reviews, facilitating customer connections during Trade Shows, and managing training webinars and newsletters. The role does not carry sales quotas but contributes significantly to customer retention and satisfaction through efficient administrative support.

Responsibilities:

• Coordinate and organize Business Reviews for key customers, ensuring all necessary materials and follow-up actions are completed in a timely manner.
• Support trade show activities by arranging customer dinners, user groups, and other customer engagement events.
• Plan, schedule, and manage customer-facing training webinars, ensuring smooth execution and communication.
• Collaborate with the marketing team to create and distribute customer newsletters, providing updates, product information, and engagement opportunities.
• Maintain organized records of customer engagement activities, ensuring accurate tracking and reporting using CRM tools such as Salesforce.
• Assist in the preparation of presentations, reports, and materials for customer meetings and Business Reviews.
• Act as a liaison between internal teams and customers, ensuring requests and inquiries are directed to the appropriate resources.
• Monitor and document customer interactions to support the ongoing development of best practices and improvements in customer success processes.
• Help identify opportunities for improving customer experience and operational efficiency.
• Ensure compliance with the company's policies and procedures, including adherence to confidentiality and HIPAA requirements.

Qualifications:

• 1-2 years of experience in a customer support, marketing, or administrative role, ideally within the healthcare industry.
• Strong organizational skills with attention to detail and ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and experience with CRM tools like Salesforce.
• Excellent written and verbal communication skills, with a focus on customer service.
• A proactive, self-starter attitude with the ability to work collaboratively in a team environment.
• Experience in healthcare or a related field is a plus, especially in customer engagement or marketing.

Education:
Bachelor's Degree in Marketing, Business, Healthcare Administration, or a related field is preferred. Equivalent experience will also be considered.

Work Environment:

• Primarily sedentary with occasional light lifting.
• Regular office environment with minimal travel, typically less than 5% for training or event support.