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Customer Success Specialist

Booth & Partners

Role overview

Qualifications

  • 1+ years of project experience in a startup or healthcare environment
  • Proven ability to learn and adapt to new technologies
  • Ability to construct clear, effective emails

Responsibilities

  • Gather complex client needs and align them with proper internal resources
  • Continuously refine existing processes to improve product and team efficiency
  • Identify operational gaps and train clinicians on necessary requirements
  • Manage clinician scheduling and ongoing communication

Key facts

  • Remote from: Philippines, Asia, APAC
  • Full time
  • Junior (1-2 years)
  • Customer Success Specialist
  • English

Hard skills

Other skills

  • Technical Acumen
  • Communication
  • Collaboration

About the company

Booth & Partners logo

Booth & Partners

Outsourcing & Offshoring

We impact global start-ups and organizations to ignite their sense of mission and purpose while impacting the lives of underserved communities around the world. Our co-evolving partners seek to disrupt their industry and serve as a vehicle for change. We provide outsourcing services in the form of Talent Solutions, Managed Solutions, and Workspace Solutions helping our partners drive towards ever-greater purpose and meaning. Our values are what ultimately drive Booth and Partners. We do our best to make sure that our shared values are deeply ingrained in how we work. We understand how values are inextricably connected to all areas of our business, and we focus on ways to be intentional. These values manifest not only in how we relate to each other but how we thrive and exist in the world.

Company details

Company typeLarge
IndustryOutsourcing & Offshoring
Company size1001 - 5000

Links

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Job description

Customer Success Specialist

Location: Remote or Des Moines, IA (HQ)

Department: Operations

Reports To: Director of Customer Success

About the Role

OpenLoop is looking for a Customer Success Specialist to join our Operations team. In this role, you will collaborate closely with the Director of Customer Success to ensure a seamless user experience for clients from initial contract signing through long-term relationship growth.

Key Responsibilities

  • Resource Alignment: Gather complex client needs and align them with the proper internal resources required to power partners’ care delivery systems.

  • Process Improvement: Continuously refine existing processes to evolve our product, service offerings, and overall team efficiency using technology and people.

  • Clinician Training & Gaps: Identify operational gaps and train clinicians on various requirements necessary to run our services.

  • Cross-Functional Collaboration: Work closely with Implementation, Account Management, and Clinician Advocacy teams to address product and skill development gaps.

  • Clinician Management: Manage clinician scheduling and ongoing communication.

  • Workflow Implementation: Integrate client and patient workflows into tech platforms across a variety of healthcare verticals.

  • Data Integrity: Maintain accurate data entry and system data integrity.

  • Proxy Support: Serve as a proxy for the Customer Success and Implementation Manager in key meetings and workflows (e.g., legal, customer success, and communications).

Requirements

  • Experience: 1+ years of project experience in a startup or healthcare environment required.

  • Technical Aptitude: Proven ability to learn and adapt to new technologies to maximize project success.

  • Communication: Ability to construct clear, effective emails providing clients and internal stakeholders with essential background and project updates.

About OpenLoop

OpenLoop was co-founded by CEO Dr. Jon Lensing and COO Christian Williams with the vision to bring healing anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering virtual care across an expansive array of specialties in all 50 states.

Company Culture

We maintain a relatively flat organizational structure where everyone is encouraged to bring ideas to the table and take ownership. This aligns directly with our core values:

  • Autonomy

  • Competence

  • Belonging

We want every team member to feel empowered and supported to do their best work.

Location & Tech Stack

While headquartered in Des Moines, Iowa, our team is distributed across the US. Our day-to-day collaboration primarily happens in:

  • Slack | Notion | Linear | Figma | FullStory | Zoom

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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