Client Success & Engagement Specialist

About EyeCarePro

EyeCarePro is a fast-growing marketing and technology company serving the eye care industry. We help independent optometry practices thrive through innovative digital solutions and dedicated support. Join a mission-driven team that's making a difference in a niche healthcare space.

Role Overview

We are hiring a Client Success & Engagement Specialist to support the onboarding of eye care professionals into our Patient Engage platform. This is a new role that will sit within the Sales division. You will be the first point of contact for newly referred practices, guiding them through the campaign setup process and ensuring a smooth, supportive experience.

This role is ideal for someone with a warm, engaging personality, a high tolerance for repetition, and a talent for spotting opportunities during conversations.

Key Responsibilities

• Conduct 5+ daily onboarding calls via video with referred eye doctors

• Use a provided call script (with flexibility to personalize)

• Guide practices through the setup of their vendor-sponsored reactivation campaign

• Coordinate with the EHR integration team to ensure technical alignment

• Lead short follow-up calls to monitor campaign progress and maintain momentum

• Track client status, notes, and next steps in the CRM system

• Flag upsell opportunities and collaborate with leadership on next steps

• Deliver a consistent, positive experience that makes clients feel seen and supported

Requirements

• 2+ years experience in client onboarding, customer success, or account coordination

• CRM experience (Go High Level is a plus)

• Excellent verbal communication and video call etiquette

• Comfortable with a high volume of repetitive, structured interactions

• Strong organizational skills and attention to detail

• Experience in healthcare or optometry is an advantage

Work Requirements

• 100% Remote (Work from anywhere)

• Must have:

  • Personal computer and essential equipment

  • Reliable high-speed internet

  • Quiet, professional work environment

  • Load-shedding backup (if applicable)

Perks & Benefits

• Competitive salary and paid time off

• Fully remote, flexible work culture

• Professional development and training opportunities

• Collaborative, supportive marketing and sales team

• Be part of a fast-growing, mission-driven company

Note: If you do not hear from us within two weeks, please consider your application unsuccessful.