Jobs · OTHR

Customer Success Specialist

Exa Capital Inc. · Plano, TX · 1 mo ago
RemoteRemoteOTHR$60k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. We have description: Department, Reports to, Position Type, Location, FLSA Status, Travel Required, Assigned Territory, About PrecisionCare, Brief Summary, Essential Functions (list of duties), Knowledge And Skills, Required Education and Qualifications, Reasonable Accommodations Statement, Work Environment, Compensation. We need to map to sections: About the role (maybe Brief Summary?), Responsibilities (Essential Functions), Requirements (maybe Required Education and Qualifications?), Qualifications (maybe Knowledge And Skills?), Skills (maybe Knowledge And Skills?), Benefits (none), Pay (Compensation), Schedule (maybe Position Type? but schedule is full-time 40 hours/week). We can include Schedule if we have info: Position Type: Full-Time (40 hours/week). That's schedule info. So we can include Schedule section. We must not repeat job title as heading. No Job ID etc. We need to remove boilerplate: Reasonable Accommodations Statement maybe keep? It's not boilerplate? It's a statement about accommodations; could be considered boilerplate but it's part of posting. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Reasonable Accommodations is similar to EEO; might be considered boilerplate. Safer to drop it. Also "Work Environment" maybe keep? It's not boilerplate. We'll keep. We need to preserve all substantive information. So we need to include details: Department, Reports to, Position Type, Location, FLSA Status, Travel Required, Assigned Territory, About PrecisionCare, Brief Summary, Essential Functions (list), Knowledge And Skills, Required Education and Qualifications, Work Environment, Compensation. We need to format as semantic HTML with headings

for each section. We need to decide which headings map to which content. Possible sections: - About the role: could combine Brief Summary and maybe About PrecisionCare? Actually About PrecisionCare is company description; could be under About the role or maybe separate? The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings only. So we need to map content to those headings. Thus:

About the role

: include Brief Summary and maybe About PrecisionCare? The brief summary describes role. About PrecisionCare is company description; could be included under About the role as context. We'll include both.

Responsibilities

: Essential Functions list.

Requirements

: maybe Required Education and Qualifications? Or combine with Qualifications? We'll put Required Education and Qualifications under Requirements.

Qualifications

: Knowledge And Skills.

Skills

: maybe also Knowledge And Skills? But we already used that. Could split: Knowledge And Skills under Qualifications, and maybe also include something else under Skills? But we have no separate skills list. Could combine Knowledge And Skills into Skills section and put Qualifications elsewhere. Let's think: The posting has "Knowledge And Skills" and "Required Education and Qualifications". So we can map: - Qualifications: Required Education and Qualifications (education, experience). - Skills: Knowledge And Skills. Thus:

Qualifications

: Required Education and Qualifications.

Skills

: Knowledge And Skills.

Pay

: Compensation Up to $60,000 annually.

Schedule

: Position Type: Full-Time (40 hours/week). Also maybe location? But schedule is about hours. We might also include Travel Required under Responsibilities? Could be separate but not a heading. We could include under Responsibilities as a bullet. We need to include Department, Reports to, Location, FLSA Status, Travel Required, Assigned Territory, About PrecisionCare. Where to put? Could be under About the role as a short paragraph. We'll create a

under About the role that includes: Department: Account Management; Reports to: Customer Success Manager; Position Type: Full-Time (40 hours/week); Location: Within assigned territory; FLSA Status: Exempt; Travel Required: As Needed; Assigned Territory: CT, MA, NJ, NY, PA; About PrecisionCare: description. But note Position Type also used for Schedule; we might duplicate. Better to keep Position Type under Schedule, and not repeat. But we need to preserve all info; we can mention Position Type in Schedule section only. For About the role we can omit Position Type. We'll include other metadata. Thus About the role paragraph: Department: Account Management; Reports to: Customer Success Manager; Location: Within assigned territory; FLSA Status: Exempt; Travel Required: As Needed; Assigned Territory: CT, MA, NJ, NY, PA; About PrecisionCare: (description). Now Responsibilities: list of essential functions. We'll create

  • each. Qualifications: Required Education and Qualifications: list items. Skills: Knowledge And Skills: list items. Pay:

    Up to $60,000 annually.

    Schedule:

    Full-Time (40 hours/week)

    We should not include Benefits section as none. Check for any other sections like Work Environment: we have "Work Environment Remote with occasional travel requirements as needed and determined by customer and/or market necessity. Required to have a dedicated work area that provides information privacy." This is substantive; we could include under About the role or maybe a separate section but not in allowed headings. Since only allowed headings are those list, we could incorporate into About the role or Responsibilities? Probably About the role is appropriate to include work environment details. We'll add to About the role paragraph. Thus About the role paragraph will include: Department, Reports to, Location, FLSA Status, Travel Required, Assigned Territory, About PrecisionCare, Work Environment. Now ensure we don't include boilerplate like Reasonable Accommodations Statement. Now produce HTML fragment. Let's craft. About PrecisionCare text: "PrecisionCare (a portfolio company of Exa Capital, Inc.) provides a user-friendly, web-based Electronic Health Records (EHR) SaaS platform built exclusively for Human Service providers. Our software makes case management simpler and more efficient, while helping providers stay compliant with state and federal regulations." Work Environment: "Remote with occasional travel requirements as needed and determined by customer and/or market necessity. Required to have a dedicated work area that provides information privacy." Now compile. HTML:

    About the role

    Department: Account Management. Reports to: Customer Success Manager. Location: Within assigned territory. FLSA Status: Exempt. Travel Required: As Needed. Assigned Territory: CT, MA, NJ, NY, PA. PrecisionCare (a portfolio company of Exa Capital, Inc.) provides a user-friendly, web-based Electronic Health Records (EHR) SaaS platform built exclusively for Human Service providers. Our software makes case management simpler and more efficient, while helping providers stay compliant with state and federal regulations. Work Environment: Remote with occasional travel requirements as needed and determined by customer and/or market necessity. Required to have a dedicated work area that provides information privacy.

    Responsibilities

    • Develop strong meaningful relationships with users, managers, and executives of customers.
    • Understand customer’s goals, expectations, and reasoning behind using PrecisionCare software.
    • Effectively communicate and demonstrate the value PrecisionCare brings to users and customers.
    • Responsible for managing tailored customer retention strategies.
    • Ensure customer satisfaction.
    • Develop a deep understanding of PrecisionCare Software, its mission, vision, and goals.
    • Be a liaison and point of contact between PrecisionCare Software and its customers.
    • Help users use PrecisionCare Software effectively and efficiently.
    • Help expand and increase customer usage of the software.
    • Create and customize implementation plans for customer adaptation of PrecisionCare Software applications.
    • Travel to customer locations, participate in trade shows, conferences, and sales and networking opportunities.
    • Execute implementation plans successfully and completely.
    • Maintain and analyze health checks of each customer to ensure customers are using the system efficiently and effectively.
    • Provide opportunities for users to be trained in using PrecisionCare Software applications.
    • Analyze a customer’s needs and evolve their usage of PrecisionCare Software to fit these needs.
    • Coordinate and communicate effectively between the Customer Support and the Software Development teams.
    • Test and understand new features and functions of PrecisionCare Software applications.
    • Provide a means of notifying and training customers on pending updates and changes.
    • Conduct regular customer reviews and usage statistics to understand their ongoing needs and identify potential problems and plan for expansion.
    • Contribute to software design and development with in-depth knowledge of user needs and experience tempered with regulatory restrictions and requirements.
    • Serve as an escalation point for customer inquiries, concerns, and escalations.
    • Educate customers on new features, updates, and best practices.
    • Manage customer projects, ensuring timelines and deliverables are met.
    • Advocate for customers, communicating their needs to PrecisionCare teams.
    • Work closely with sales and marketing teams to identify value and sale of professional services.
    • Identify features and add-on services to increase customer billing.
    • Perform other duties as assigned by supervisors.

    Qualifications

    • 3+ years of experience in the human services or related field.
    • 1+ years of experience as an Customer Success Specialist or related field.
    • 1+ years of experience using an Electronic Health Record application or similar system.
    • Bachelor’s degree in the human services or a related field.

    Skills

    • Excellent organizational and time-management skills with high attention to detail.
    • Strong written and verbal communication skills.
    • Self-motivated, resourceful, and able to work independently and as a team.
    • Ability to multitask between various Account Manager tasks and duties.
    • Must be able to prioritize and manage multiple tasks and deadlines.

    Pay

    Up to $60,000 annually.

    Schedule

    Full-Time (40 hours/week)

    Check: No extra headings. No boilerplate. All info preserved. We should ensure we didn't miss any info: Assigned Territory included. Travel Required included. FLSA Status included. Department, Reports to, Location included. About PrecisionCare included. Work Environment included. Brief Summary included? We included Brief Summary? Actually we didn't explicitly include the brief summary paragraph: "The Customer Success Specialist’s primary responsibility is to develop strong relationships with customers within their assigned territory, and help these customers use PrecisionCare Software applications effectively. Your primary focus is on developing and implementing strategies to retain and nurture existing customers. Your role is to ensure customers are satisfied with their relationship with PrecisionCare while being the liaison between other departments and customers. You will drive successful software implementations, provide ongoing support, and identify opportunities for growth. Your role is crucial in maintaining strong customer relationships, reducing customer attrition, and maximizing customer lifetime value." This is substantive; we omitted it. We need to include it somewhere, likely under About the role as part of description. Let's add that paragraph to About the role. Thus About the role paragraph will include the brief summary after the metadata. We'll combine. Let's rewrite About the role paragraph: Department: Account Management. Reports to: Customer Success Manager. Location: Within assigned territory. FLSA Status: Exempt.

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