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Customer Support Specialist II – Patients
PracticeTek. Respond promptly and professionally to Tier 1 support tickets via email, phone, and chat .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success and account management within a SaaS environment, with strong problem-solving abilities and effective communication skills. Proficient in managing multiple projects and accounts while contributing to process improvements and maintaining high customer satisfaction.
Highest-signal resume keywords
Customer Success ExperienceSalesforce ProficiencyFreshdesk ProficiencyStrong Communication SkillsProblem-Solving Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SuccessAccount ManagementProject ManagementKnowledge Base DevelopmentCase DocumentationTrend AnalysisSLA ManagementTechnical AptitudeProcess ImprovementMulti-Account Management
Soft Skills
Interpersonal SkillsEmpathyCritical ThinkingAdaptabilityTeam Leadership
Tools & Technologies
SalesforceFreshdeskInternal Tools
Certifications & Qualifications
High School DiplomaGEDAssociate’s DegreeBachelor’s Degree
Industry Keywords
SaaSCustomer SatisfactionCSAT SurveysSupport TicketsFast-Paced Environment
About the role
Key responsibilities & impact- Respond promptly and professionally to Tier 1 support tickets via email, phone, and chat
- Document and resolve cases within established SLAs using Salesforce and Freshdesk
- Provide an empathetic, solutions-focused customer experience
- Send CSAT surveys after resolution, analyze trends, and share insights with the team
- Accurately record and communicate case details across teams
- Develop and maintain internal and customer-facing knowledge base articles
- Track and escalate recurring issues to Tier 2 or management
- Use internal tools to manage workload, document interactions, and schedule follow-ups
- Stay current on process updates, products, and workflows
- Contribute to light project management tasks, including progress tracking and deliverable updates
- Participate in process improvement initiatives and internal documentation updates
- Meet a call answer rate of at least 90% and customer satisfaction score of at least 90%
Requirements
What you’ll need- 4+ years of experience in customer success, account management, or a related field, preferably in a SaaS or technology company
- High School Diploma or GED required
- Strong communication and interpersonal skills
- Excellent problem-solving and critical-thinking abilities
- Experience as a team or shift lead is preferable
- Ability to manage multiple accounts and projects simultaneously
- Ability to thrive in a fast-paced, evolving environment with shifting priorities
- Technical aptitude and willingness to learn new software and systems
- Associate’s degree or Bachelor’s degree in Business, Marketing, Communications, or a related field is a plus
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- Paid time off
- 401(k) with company match
- May be eligible for additional compensation such as bonuses or equity
- Career and skills growth opportunities
- Continuous development
- Flexible work arrangement / remote work