Loyalty Specialist

Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging. About the Role As a Customer Loyalty Specialist for the Loyalty Team, you will take inbound requests from customers requesting to cancel, identify key issues in customer satisfaction and develop solutions to retain the business. You will analyze quantitative and qualitative customer metrics to identify early indicators of possible cancellations and make outbound calls to proactively address customers issues. This is an individual contributor without any direct reports. Your Area of Focus • Provide a positive image for Tebra by delivering outstanding customer support to our customers as it pertains to their Tebra product suite and services. • Identify solutions for customer issues and work closely with the customer to resolve them. • Work cross-functionally with other teams, including Account Management, Onboarding and Accounting, to ensure a positive and cohesive customer experience. • Help improve Tebra's product and processes by contributing to the development of the department's plans and the strategy using your unique insight into the challenges faced by our clients and acting on our customers’ behalf as their advocate. • Document detailed customer feedback regarding cancellation reasons and retention tactics in Salesforce. Your Professional Qualifications • 2+ years experience in customer service, support or a similar role. • A professional and friendly demeanor. • Keen problem solver with superb attention to detail. • Excellent verbal and written communication skills - you will persuade, present and problem solve throughout the day! • Self-learner who thrives in the opportunity to take initiative. • A passion for energetic and fast-paced environments. • Enjoy interfacing with customers and addressing their questions and concerns. • Familiarity with Salesforce, Slack and Google Suite. • A team player who is ready and willing to support the team and our customers. #LI-TN1 #LI-Hybrid About Tebra Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose. Learn more at www.tebra.com. Our Values Start with the Customer We get to know our customers - and their patients - and look at the world through their lens. Keep It Simple Healthcare is too complex. We aim to simplify it for everyone. Stay Entrepreneurial We reject the status quo and solve problems with creativity, perseverance, and a bias to action. Better Together We are diverse, humble, and collaborative. We put the team first and win together. Celebrate Success Life is short and joy is underrated. We take time to have fun and celebrate success. Perks & Benefits United States: In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for a great workout, or TelusEmployee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Costa Rica: To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Compliance & Privacy Disclosures NOTE: Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/ If you would like to report a fraudulent Tebra job posting, please contact us at talentacquisition@tebra.com and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too. As part of our commitment to a fair and efficient hiring process, Tebra utilizes Greenhouse Notetaker, Greenhouse's native interview intelligence tool, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.