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Customer Success Specialist, Bilingual English and Spanish
RemoCustomer Success Specialist assisting families with dementia care through remote support. Providing guidance, communication, and support as first touchpoint for enrolled dyads.
Posted 6/4/2026full-timeRemote • California, Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $35 per hourWebsite
About the role
Key responsibilities & impact- Guide families through the onboarding process, ensuring they feel supported from day one.
- Manage referral intake by uploading documentation and maintaining proactive communication with our patient-caregiver dyads.
- Serve as a responsive liaison through phone and email, collaborating across departments to elevate the overall member experience.
- Provide product support / scheduling support to our members via phone call and email, with the potential need of rotating weekend coverage.
- Address any questions or concerns from our dyads and appropriately follow up or escalate to the appropriate teams.
- Provide dyad feedback to the Clinical, Product and Growth teams to help develop strategic improvements to the member experience.
- Creates informational materials for our members as needed.
- Clearly communicates who we are, what we do and how we help the dyad.
- Help dyads enroll on our platform.
- Communicate our sign up process over the phone.
- Schedule initial visits.
- Accurately documenting in our EMR & CRM.
- Build strong rapport and trust with the dyads we serve, delivering an experience of “__Unreasonable Hospitality__” from the very first interaction they have with us.
- Comfortable following talking points while authentically connecting to our dyads and the families we will serve.
- Stay accountable against monthly enrollment targets.
- Other job duties as required
Requirements
What you’ll need- Reside in PT or MT time zones.
- Have at least four years of healthcare related customer service experience.
- Are Bilingual (English and Spanish).
- Are deeply curious about what makes people tick and passionate about connecting with them in authentic, meaningful ways.
- Are highly empathetic with strong active listening skills.
- Have strong interpersonal skills and are the type of person who could spend hours talking to others on the phone.
- Have meticulous organizational skills; attention to detail matters a lot to you.
- Have healthcare Customer Service experience.
- Have worked in environments where you had to hit weekly/monthly goals.
- Have experience enrolling patients into a digital health program and scheduling their appointments.
- Have conflict resolution experience.
- Have experience identifying customer objections.
Benefits
Comp & perks- 100% Company-paid medical premiums for you and your dependents with HSA options
- Dental and vision plans (50% company-paid premium on employee’s dental plan)
- Dependent care FSA
- Rightway Health, clinical care navigator
- Employee Assistance Program
- 100% 401(k) match of up to 4%
- $80 / month stipend for cell and wifi
- 20 days of PTO and 11 paid holidays
- 5 days sick leave
- 16 weeks fully paid parental leave for birthing parents and 8 weeks for non-birthing parents
- Bereavement leave and pregnancy loss leave
- Short-term and long-term disability insurance
- Life insurance
- Critical illness, accident, and hospital indemnity insurance
- Pet insurance
- Legal advice
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicehealthcare experienceenrollmentschedulingdocumentationEMRCRMconflict resolutionactive listeninggoal achievement
Soft Skills
empathyinterpersonal skillsorganizational skillsattention to detailcommunicationrapport buildingauthentic connectioncuriosityproactive communicationresponsiveness