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 video calls with referred eye care professionals, utilizing a provided script while allowing for personalization to suit individual client needs.

• Guide practices through the setup of their vendor-sponsored reactivation campaigns, ensuring all components are correctly implemented.

• Coordinate with the Electronic Health Record (EHR) integration team to ensure technical alignment and data accuracy.

• Lead brief follow-up calls to monitor campaign progress, address any concerns, and maintain client momentum.

• Track client status, detailed notes, and next steps within the Customer Relationship Management (CRM) system.

• Identify and flag upsell opportunities, collaborating with leadership to strategize next steps.

• Deliver a consistent and positive experience that makes clients feel valued and supported.

• Develop and maintain comprehensive onboarding documentation and training materials to enhance the client experience.

• Analyze client feedback and campaign performance data to identify trends and areas for improvement.

• Collaborate with cross-functional teams, including marketing and product development, to relay client insights and contribute to service enhancements.

• Stay informed about industry trends and best practices to provide clients with up-to-date information and recommendations.

Requirements

• Minimum of 2 years of experience in client onboarding, customer success, or account coordination roles.

• Proficiency with CRM systems; experience with Go High Level is a plus.

• Excellent verbal communication skills and professional video call etiquette.

• Comfortable managing a high volume of structured, repetitive interactions while maintaining attention to detail.

• Strong organizational skills and the ability to multitask effectively.

• Experience in the healthcare or optometry industry is advantageous.

• Ability to work independently in a remote environment, demonstrating initiative and reliability.

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.