Client Service Specialist

Optivate

Customer Service & Billing Representative for healthcare technology company supporting EMR setup and customer interactions. Engaging with clients while managing billing and customer service tasks remotely.

Posted 7/31/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer support and troubleshooting, with a strong focus on EMR setup and compliance. Proficient in managing customer interactions, billing processes, and utilizing CRM systems effectively.

Highest-signal resume keywords

Customer SupportTechnical SupportEMR/EHR Systems ExperienceBilling ManagementCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Technical SupportCustomer ServiceBillingRemote TroubleshootingAccount ModificationsDocumentationHIPAA ComplianceSubscription ManagementAttention to DetailBookkeeping

Soft Skills

Outstanding Communication SkillsAttention to Detail

Tools & Technologies

CRM SystemTicketing SystemsQuickBooksSubscription Management SoftwareOptical Software Systems

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Healthcare TechnologyOphthalmologyOptometryAmbulatory Surgery CenterHealthcare Workflows

About the role

Key responsibilities & impact

Provide customer support and troubleshooting via phone and email, maintaining thorough documentation of every customer interaction in the CRM system
Maintain up to date payment authorizations and billing info for subscription-based products purchased by customers
Serve as the first point of contact for customers as they begin their EMR setup, guiding them through onboarding and providing support throughout the full customer lifecycle
Appropriately escalate customer issues to respective teams including technical support, training, and development teams while maintaining ownership of resolution follow-up
Manage and oversee the initial customer setup process, ensuring proper legal compliance, systems configuration, and HIPAA compliance requirements are met
Process account modifications including user additions/removals, license adjustments, and subscription changes

Requirements

What you’ll need

High School Diploma or equivalent
Two (2) to five (5) years of experience in technical support, customer service, billing, or software implementation roles
Ability to work remote
Outstanding communication skills, both oral and written, with ability to explain technical concepts clearly to diverse audiences
Attention to detail and comfort with numbers, bookkeeping and subscription billing programs
Proficiency in remote troubleshooting and guiding clients through complex resolution steps
Experience with ticketing systems and customer relationship management
Nice to Have: Experience with EMR/EHR systems, particularly in healthcare technology implementations
Nice to Have: Background working in Ophthalmology, Optometry, or Ambulatory Surgery Center environments
Nice to Have: Experience with optical software systems and patient engagement platforms
Nice to Have: Knowledge of healthcare workflows and industry-specific requirements
Nice to Have: Experience with QuickBooks, subscription management software such as Recurly

Benefits

Comp & perks

Competitive salary
Remote work model with flexibility and work-life balance
Comprehensive benefits including medical, dental, vision, and 401(k)
Generous paid time off and holiday schedule
Opportunity to grow within a mission-driven and innovative healthcare tech company