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Customer Success Specialist
OptainCustomer Success Specialist supporting client onboarding and training for healthcare providers. Remote role focusing on building long-term client relationships while navigating clinical workflows.
Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding, training healthcare providers, and managing relationships within clinical environments. Proficient in understanding clinical workflows, EHR systems, and ensuring compliance with data privacy standards.
Highest-signal resume keywords
Client OnboardingHealthcare TrainingEHR Systems FamiliarityClinical Workflow UnderstandingCustomer Success Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Clinical ExperienceProject ManagementAttention to DetailOphthalmic Imaging FamiliarityDiabetic Retinopathy Screening Knowledge
Soft Skills
Relationship BuildingTroubleshootingCommunication
Industry Keywords
HealthcareLife SciencesClinical SupportHIPAA CompliancePatient Care
About the role
Key responsibilities & impact- Support the client onboarding process from leadership conversations to go-live support.
- Deliver engaging training to healthcare providers and clinical staff both in-person and virtually.
- Build strong, long-term relationships with clients; serve as their go-to resource for best practices and troubleshooting.
- Drive adoption and expansion opportunities by understanding client needs and aligning them with our solutions.
Requirements
What you’ll need- Bachelor’s or Associate’s degree in a healthcare, life sciences, or technical field, or equivalent clinical experience.
- Understanding of healthcare environments and clinical workflows.
- Familiarity with EHR systems and clinical data privacy standards (e.g., HIPAA).
- Ability to manage multiple projects with strong attention to detail.
- Medical assistants, ophthalmic technicians, and clinical support staff are strongly encouraged to apply.
- Experience in customer success, clinical training, or account management is a plus.
- Strong preference for candidates with direct patient care experience.
- Familiarity with ophthalmic imaging or diabetic retinopathy screening is a plus.
- Prior experience in a clinical or fast-paced startup environment is a plus.
Benefits
Comp & perks- Competitive compensation package including a strong base salary and performance-based bonus.
- Top-tier health, vision, dental, and commuter benefits.
- Generous monthly health and wellness reimbursement.
- Unparalleled exposure to new business building at the intersection of artificial intelligence and healthcare.
- Opportunity to help solve difficult problems and collaborate with experts from various fields.
- Chance to work with a talented, close-knit team and world-leading mentors.