Client Success Manager - Payments

February 25

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PatientNow

PatientNow is a comprehensive software solution designed specifically for the aesthetics and wellness industry, including med spas, plastic surgery, dermatology, and weight loss practices. It offers an all-in-one platform that integrates electronic medical records (EMR), practice management, patient engagement tools, payments, and digital marketing services to streamline operations and enhance patient care. By utilizing AI and automated marketing strategies, PatientNow helps practices attract and retain patients while boosting efficiency and revenue. The platform also features tools for before and after photography, flexible financing options, and seamless integration with medical practice systems, making it a vital tool for modernizing and managing aesthetic practices effectively.

Patient Acquisition and Retention (PAR) • Practice Management Software • EMR • Scheduling • Memberships

📋 Description

• Manage a diverse portfolio of customers using payment solutions, cultivating strong relationships to drive increased product and payment adoption. • Act as a Subject Matter Expert (SME) to support the Client Success team, equipping them with the knowledge to foster organizational payment adoption. • Introduce Integrated Payments to key strategic accounts, increasing payment attach rates and overall engagement. • Provide best practices, content, and guidance to the assigned customer portfolio to optimize their use of payment solutions. • Participate in team-wide training initiatives, demonstrating a growth mindset and leadership by example. • Identify at-risk payment scenarios and create strategies to mitigate potential churn through proactive intervention. • Conduct regular business reviews via scheduled and proactive phone outreach, ensuring ongoing customer success and satisfaction. • Document all customer interactions in ChurnZero and Salesforce, maintaining accurate and up-to-date account information to manage the portfolio effectively. • Stay informed on the latest updates to PatientNow software and industry trends to provide the most relevant insights to customers.

🎯 Requirements

• Experience in a customer-facing role, ideally with a background in payment processing • Professional phone etiquette • Familiarity with EMR and Practice Management software • Proficient in using ChurnZero for tracking and managing customer journeys • Strong discovery and problem-solving skills • Clear and accurate written and verbal communication • High personal and team accountability standards • Strong sense of ownership and responsibility

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