Demo

Client Success Liason

Vital Connect Inc
San Jose, CA Full Time
POSTED ON 4/16/2025
AVAILABLE BEFORE 5/15/2025

Job Description

Job Description

Description : Purpose

To act as VitalConnect’s primary practice liaison and serve the “voice of the customer”. This role will be responsible for ensuring practices achieve their desired outcomes by actively managing their relationship with VitalConnect, building strong connections, understanding their needs and proactively addressing any challenges to maximize customer satisfaction and retention. This individual will triage cardiac customer inquiries, field tasks, oversee onboarding, and direct inquiries to the appropriate internal departments, to ensure the well-being and success of the customer.

Responsibilities

  • Act as the primary point of contact between practice / healthcare facilities and VitalConnect
  • Work closely with 300 practices, fielding questions, addressing concerns, and representing the “voice of the customer”
  • Collaborate extensively with internal subject matter experts to develop and integrate new processes and SOPs for this premier role
  • Monitor overall client well-being
  • Partner with Sales to onboard new clients, ensuring they are set up correctly across multiple internal systems based on their specific operational needs
  • Continuous engagement with clients to evaluate their workflows and needs, including identifying and recommending solutions to potential gaps in VitalConnect’s offering
  • Collaborate cross-departmentally to support the Sales function, including timely order fulfillment to clients, turn-rates of active devices, streamlining onboarding processes, and being an available, reliable source of knowledge for the customer
  • Develop a comprehensive understanding of all client-facing departments to understand their obligations to the customer and measure VitalConnect performance
  • Evaluate internal systems and how they can be better leveraged to serve the customer’s evolving needs
  • Regularly work with Clinical Team to identify and rectify educational and / or training inconsistencies in the field
  • Manage sensitive information, including PHI / PII, while complying with HIPAA’s minimum requirement
  • Flexibility toward demands and changes in the role as the company grows

Requirements : Qualifications

  • Bachelor’s degree required, healthcare-related field preferred
  • 5 years’ experience healthcare related field required
  • Excellent communication and interpersonal skills
  • Customer centric mindset and ability to build rapport
  • Strong analytical and problem-solving skills
  • Project Management skills to track client progress and manage multiple accounts
  • Data analysis capabilities to interpret metrics and identify trends
  • Experience working with PHI / PII (HIPAA) required
  • Experience in Salesforce and ERP systems preferred
  • Enforcing a variety of the field's concepts, practices, and procedures
  • Upholding organizational SOPs and a desire to implement best practice solutions
  • Familiarity with CRM and ERP software
  • Development and implementation of brand new processes
  • Adept understanding of excel / Google Sheets software
  • Experience and judgment to forecast and accomplish goals
  • Available and responsive to questions, excellent relationship-building skills, and ability to liaise with stakeholders at all levels
  • Salary & Benefits

    The estimated hiring salary range for this position is $65,000 - 75,000 .

  • The actual salary will be based on a variety of job-related factors, including geography, skills, education and experience. The range is a good faith estimate and may be modified in the future. This role is also eligible for a range of benefits including medical, dental and 401K retirement plan.
  • Salary : $65,000 - $75,000

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