Customer Success Representative

Tualatin, Oregon

TZ Medical
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Position Summary


Customer Success Representative (CSR) is responsible for supporting TZ Medical's cardiac monitoring clients and patients in their daily operation of our monitoring solutions to increase customer satisfaction, account retention, and quality improvement. CSR is also responsible for supporting TZ Medical's Outside Sales team in their efforts to acquire new accounts nationally.


Position Responsibilities


Answer all incoming Customer Service calls promptly and manage them effectively and efficiently

Address questions and educate patients, clinician staff, and sales team members

Provide specified device and/or workflow technical support

Manage New Account Tracker and generate Net Profit Reports to send to the Sales team

Process evaluation and sample requests from the Outside Sales team

Provide appropriate credentialing documentation to the Outside Sales team upon request

Be a liaison between Admin and Outside Sales team to ensure proper work processes are followed

Notate patient accounts for activities and disconnect

Process patient requests for additional supplies by placing orders on their behalf

Coordinate monthly supply replenishments for current ClearBeat customers

Document all calls or correspondences.

Handle Emails/VM s as assigned

Demonstrate empathy and decrease customer tension

Promote the value of ClearBeat remote monitoring to reduce cancellations

Must communicate in a professional, empathetic and diplomatic manner with good voice quality, dictation, and articulation.

Work to achieve the day-to-day Customer Service Team's quality and productivity goals

Exhibit a high sense of urgency

Identify, document, and escalate potential patient or practice complaints per standard operating procedures

Communicate regularly with the Director of Cardiac Monitoring Service and provide support when necessary

Establish, develop, and maintain business relationships with current customers and prospective customers to generate new business for ClearBeat.

Other duties as assigned

Position Qualifications

High School diploma or equivalent

One to two years of experience in a call center or customer service position preferred

Knowledge of medical terminology preferred

Excellent multitasking, problem-solving, and organization skills

Excellent verbal and written communication skills

Computer skills are required, including proficiency in Windows-based applications and MS Office.

Knowledge of multi-line telephone system

Excellent Customer Service skills when interacting with all internal and external clients

Bilingual is a plus

High attention to detail

Ability to work in a fast-paced environment


Working Environment / Physical Requirements


Sitting for extended periods of time will be required

Walking, standing, and bending will be occasionally required

Employee will work under typical office conditions

Possess the flexibility to adapt to a constantly changing environment and evolving procedures

Job Type: Full-time


Pay: $18.00 - $20.00 per hour


Expected hours: 40 per week


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

  • Compensation Package:

    • Bonus opportunities

  • Schedule:

    • 8 hour shift
    • Monday to Friday

  • Ability to commute/relocate:

    • Tualatin, OR 97062: Reliably commute or planning to relocate before starting work (Required)

  • Experience:

    • Customer service: 1 year (Preferred)

  • Work Location: In person

    Date Posted: 09 May 2025
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