Representative

• Proactively contact at-risk patients before they disengage or cancel — using behavioral signals, usage patterns, and CRM flags to prioritize outreach
• Handle inbound cancellation and pause requests with empathy and confidence — save accounts where there's a real path to do so
• Re-engage lapsed or paused subscribers through structured win-back campaigns via phone, SMS, and email
• Educate patients on their progress, plan options, and the rationale for staying on track — using approved, non-clinical messaging
• Identify patients who need escalation to care or clinical teams and hand off cleanly
• Maintain precise CRM documentation on every patient interaction, outcome, and next step
• Hit retention, save rate, and reactivation KPIs consistently
• Surface patterns — reasons for cancellation, common objections, product gaps — and feed them back to product and ops teams
• Contribute to refining retention playbooks, save scripts, and win-back sequences as we scale

Patient Success Representative engaging subscribers to improve retention and commitment

Patient Success Representative – Retention & Subscription

Patient Success Representative proactively contacting at-risk patients and handling cancellation requests. Engaging subscribers to improve retention and ensure commitment to their care in a telehealth environment.

General

• Managing and improving HubSpot workflows, automations, and systems
• Building and optimizing pipelines, sequences, forms, dashboards, and reporting
• Improving onboarding, accountability, and member communication workflows
• Streamlining operational processes across the Coaching department
• Building automations that reduce manual admin work
• Supporting integrations between HubSpot and other platforms
• Maintaining accurate reporting and operational visibility
• Troubleshooting tech and workflow issues
• Testing AI tools and smarter ways of operating

Automation & Systems Specialist managing HubSpot workflows for Coaching department

Automation & Systems Specialist

Automation & Systems Specialist managing HubSpot workflows for Profitable Tradie's Coaching department. Improving onboarding, communication, and operational efficiency with automation and AI tools.

• Ensure financial accuracy and operational soundness of reservations from booking through post-travel resolution
• Conduct audits of pro forma invoices to identify discrepancies
• Communicate with partners to enforce contract rates and terms
• Analyze booking trends to identify under-margin bookings

Reservations Revenue Specialist ensuring financial accuracy in luxury travel

Reservations Revenue Specialist

Reservations Revenue Specialist responsible for financial accuracy in luxury travel bookings. Collaborating with partners and conducting audits to maintain margin integrity and operational efficiency.

General jobs in Latin America

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Patient Success Representative – Retention & Subscription

Automation & Systems Specialist

Reservations Revenue Specialist