Customer Success Coordinator - job 1 of 6

Job Summary

A company is looking for a Customer Success Coordinator II, responsible for supporting patients and coordinating healthcare appointments remotely.

Key Responsibilities

• Conduct outreach calls to schedule healthcare appointments and assist with pre and post-visit support
• Document interactions in a CRM or EMR and verify insurance while collecting co-pays
• Coordinate with field and clinical teams to ensure effective patient care and communication

Required Qualifications

• High school diploma or GED
• Experience in a call center or phone-based sales/support team
• Basic knowledge of standard applications (Outlook, Excel, Word)
• Fluency in English and Spanish
• Outstanding organizational and multitasking abilities