Role Overview

The client is expanding its operations team and hiring two high-caliber Customer Success Managers for Healthcare Operations (Zoho CRM). These roles are engineered for emotionally intelligent, detail-obsessed relation-builders who excel at moving prospective patients and clients smoothly through complex operational pipelines. Crucially, these roles serve as the customer success team's Zoho CRM champions, ensuring meticulous record-keeping data, clear task pipelines, and optimized automated templates to guarantee no lead or patient ever falls through the cracks.

 

Schedule: Monday to Friday, 9:00 AM – 5:00 PM  (EST) Full Time.

 

Key Responsibilities

 

-Client & Patient Advocacy: Act as the warm, professional primary point of contact for patients, clients, and internal business stakeholders across email, phone, and CRM channels

-Onboarding & Retention Architecture: Own end-to-end patient onboarding and retention paths, ensuring customers understand milestones, timelines, compliance needs, and support channels.

-Zoho System Championship: Maintain absolute operational data hygiene inside Zoho CRM—manually structuring contact notes, tasks, pipeline tracking stages, and custom tags daily.

-CRM Flow Optimization: Collaborate with leadership and marketing to design custom Zoho dashboards, reporting templates, and trigger workflows that elevate team response speed.

-Process Documentation: Document interactions with absolute transparency using rigid naming systems, helping scale standard operating procedures (SOPs) and support scripts.

-AI Productivity Integration: Utilize modern AI platforms to draft rapid, highly personalized customer responses, synthesize detailed interaction summaries, and track satisfaction patterns.

-Compliance & Safeguarding: Maintain strict non-clinical boundaries; immediately identify and escalate clinical, medical, or urgent inquiries to designated clinical staff without exception.

 

Required Qualifications

 

-Proven track record in customer success, account management, clinical care coordination, or client services within a fast-moving, remote corporate environment.

-Deep, hands-on administrative or heavy user experience inside Zoho CRM or highly comparable enterprise-wide CRM platforms (Zoho proficiency prioritized).

-Exceptional verbal and written English communication skills characterized by a warm, clear, authoritative, yet empathetic professional tone.

-Innate data discipline, someone who naturally documents every call detail, updates pipelines meticulously, and tracks follow-up dates flawlessly.

-Tech-forward agility, including active experience with generative AI tools for operational writing, task tracking, and efficiency optimization.

-Total alignment with Eastern Time (EST) business working hours.

 

Independent Contractor Perks

 

-Permanent work-from-home position within a scaling enterprise.

-Immediate deployment into an active, tech-driven workflow.

-Health insurance coverage models for qualifying geographical locations.

 

Note

 

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.