Customer Success Representative - PH
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AI Summary
The Customer Success Representative will act as the primary point of contact for clients, managing inbound inquiries and guiding them through the therapy scheduling process. They are responsible for accurately documenting client information in EHR and CRM systems while building rapport through empathetic communication.
This is a remote position.
Company Overview
At Insight Therapy Solutions, we’re on a mission to make quality mental healthcare accessible to everyone. As a rapidly growing telehealth provider, we connect people with life-changing therapy and support. Now, we’re looking for compassionate and driven Customer Success Representatives who want to grow their career and develop sales skills along the way.Why Join Us?
- 100% remote – work from home
- Career growth – we’ll train you in healthcare sales skills
- Be part of meaningful work – helping people connect with mental health care
- Supportive, inclusive team environment
The Role
- As a Customer Success Representative, you’ll be the first point of contact for clients seeking therapy. Your job is to:
- Answer inbound calls and emails, providing helpful, caring, and professional support
- Reach out to clients on our waitlist and guide them toward scheduling therapy sessions
- Collect basic information (demographics, insurance, referral details) to match clients with the right provider
- Accurately record client details in our systems (EHR, CRM, scheduling tools)
- Build trust and rapport with clients through empathy and clear communication
- Receive hands-on training to introduce and promote our services to individuals, clinics, and companies
Requirements
- Strong English communication skills (spoken and written)
- 1–2 years’ experience in customer service, call center, or BPO work
- A friendly, patient, and professional approach with clients—even when they are in distress
- Tech-savvy and comfortable learning new tools (Google Workspace, CRM/EHR systems, etc.)
- Reliable, self-motivated, and able to work independently in a remote setting
- Sales experience is not required—we’ll train you!
Perks & Benefits
- Annual paid time off
- Paid US holidays
- Paid birthday off
- Monthly health stipend
- Performance-based bonus opportunities
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