Work directly with Providers post-sale to ensure successful completion of all onboarding, activation, and practice growth activities, such as:
Monitor and facilitate successful provider training
Coordinate with Credentialing Task Force regarding provider credentialing
Establish Provider proﬁle (ﬂag any missing components to the provider)
Enable the provider and ensure they are able to accept new client matches
Coach provider to their ﬁrst session and beyond
Support clinicians to help drive incremental revenue
Motivate clinicians to add in their own clients
Maintain less than 10% Provider Churn in Onboarding
Support daily provider activities to clear roadblocks and ensure successful session growth per provider, ultimately leading to a speedy completion of Onboarding and long-term growth
Coordinate cross-functionally with our Account Executive team (Provider Recruitment), Credentialing Task Force, and Customer Support to ensure an optimal provider journey is experienced

1
3 years in a SaaS Sales and Account Management support function
Self-starter, takes initiative, and adapts to changing demands
Bring a positive attitude and energy to work every day
Superior attention to detail and time management skills
Excellent verbal and written communication skills
Superior problem-solving skills to guide our providers who may be experiencing organizational or technical issues
You know your way around the Google suite
Experience with a CRM software (Salesforce preferred)
Familiar with employee onboarding processes (training, payroll, etc.)

A generous PTO policy, with a minimum of three weeks off per year
A holiday schedule that follows standard U.S. holidays
Free therapy coverage benefits to ensure employees have access to the care they need (must be enrolled in a qualifying medical plan to participate)
Competitive Medical, Dental, and Vision coverage, with plans to meet every need — including HSA (with $1,100 company contribution) and FSA options
Employer-paid short-term disability, long-term disability, life & AD&D, plus coverage of the salary difference for up to seven weeks of short-term disability leave (after the required waiting period)
Eight weeks of paid Parental Leave; if the parent also qualifies for STD, this benefit is in addition, allowing for 8–16 weeks of paid leave
401(k) retirement plan with 100% match on up to 4% of base salary, immediately vested
Join teammates from across the country at our annual company gathering
Company shutdown between Christmas and New Year’s
Supplemental life insurance, pet insurance, commuter benefits, and more

Provider Success Account Manager

Key skills