[Remote] Customer Success Agent
Note: The job is a remote job and is open to candidates in USA. Precision Diagnostics, based in San Diego, California, is a fast-growing clinical laboratory that specializes in providing drug testing. The Customer Success Agent is responsible for the setup and maintenance of newly acquired customer accounts, ensuring customer satisfaction and accurate data entry into the company's internal system.
Responsibilities
- Manage the onboarding process for new customers, including initial contact with the associated Sales team member(s)
- Conduct pre-boarding due diligence checks on potential customers to ensure compliance with applicable healthcare regulations and internal policies
- Organize customer files and manage correspondence via Teams
- Collaborate with cross-functional teams, such as Shipping and Receiving, Accessioning, Billing, Clinical Support, & Compliance to ensure successful customer onboarding
- Provide prompt and friendly assistance to all Sales team members throughout the pre-boarding, onboarding, implementation process
- Complete customer account management through timely updates, when requested
- Provide excellent customer service to all customers
- Complete account deactivation services for lost accounts
- Complete administrative tasks as assigned by the Director of Customer Success. This may include, but is not exclusive to, monthly Compliance audits, Quality Assurance checks and annual acknowledgement outreach
Skills
- Excellent customer service skills
- Strong problem-solving skills
- Strong organizational skills
- Dynamic and self-starting individual
- Ability to work as part of a team or independently
- Proficiency in customer service experience
- Strong prioritization skills
- Ability to adapt to change
- Excellent verbal communication skills
- Excellent written communication skills
- Fluency in Microsoft 365 applications assigned to your role
- Ability to complete training in a timely manner
- College degree
Benefits
- Comprehensive benefits package: Medical, Dental, Vision, and additional optional coverages
- 401K with company match
- Paid time off and paid Holidays
- Sponsoring high school students with limited economic means
- Annual company food drive with Precision matching each employee donation
- Precision Cares program, partnering with local communities each year to give back
- Frequent company events to keep our employees connected such as:
- Lab Week: To celebrate and recognize the value our Lab Team members contribute
- Compliance Week: To shine a light on the importance of compliance & ethics
- Quarterly State of the Unions: All company business updates from our CEO
- National Sales Meeting in San Diego for all Sales team members to connect and learn
Company Overview