CircleLink Health

Customer Success Manager

• Own customer relationships end-to-end: onboarding, adoption, retention, QBRs, renewals, and upsells.
• Lead operational excellence by managing billing reviews, monthly account health checks, and customer escalations.
• Analyze customer + patient data to identify trends, care gaps, and revenue opportunities (Excel/Sheets).
• Work cross-functionally with engineers on integrations, implementations, and translating customer needs into scalable product improvements.
• Automate workflows using AI or other tools and help build repeatable CS playbooks and processes.
• Manage 2 part-time support resources (billing + admin) with room to expand the team as we grow.
• Drive special projects (BD, marketing, product research, financial analysis) based on company priorities.

Bilingual

• Call Medicare patients using our specialized enrollment software (~15 calls/hour)
• Clearly explain the care program’s benefits, eligibility, and parameters
• Answer questions with empathy and accuracy, ensuring patient understanding
• Motivate and encourage patients to enroll—overcoming objections when needed
• Accurately and thoroughly document every call and patient interaction in our system
• Track and communicate recurring questions, issues, and feedback to management
• Stay up to date on program details and best practices for patient outreach
• Work must be completed on **weekdays** between 9am-6pm ET
• Minimum of 20-25 hours of availability per week **required **

Bilingual Care Ambassador

Sales Development Rep

• Enroll Medicare patients into a monthly check-in program via outbound calls
• Contact patients on behalf of their healthcare provider, explain program benefits, address questions, and encourage enrollment
• Use specialized enrollment software to make calls and document interactions (~15 calls/hour)
• Answer patient questions with empathy and accuracy and overcome objections to drive enrollment
• Accurately and thoroughly document every call and patient interaction in our system
• Track and communicate recurring questions, issues, and feedback to management
• Stay up to date on program details and best practices for patient outreach
• Work weekdays between 9am-6pm ET and maintain 20-25 hours of availability per week

Customer Success Manager

Bilingual Care Ambassador

Sales Development Representative – Care Services