Customer Retention Specialist

hace 2 semanas


San Francisco, Heredia, Costa Rica Tebra A tiempo completo

About the Role:


As Customer Retention 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.


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
  • Work crossfunctionally 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 departments 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:

  • Fluent English (CEFR B2+) verbal and written communication skills, because you will persuade, present and problem solve throughout the day
  • High School Diploma
  • 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
  • Selflearner who thrives in the opportunity to take initiative
  • A passion for energetic and fastpaced 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

About Tebra:

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being.

While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra.

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we're building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

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:


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 obe Fitness for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.


#LI-BG1 #LI-Hybrid

  • 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._


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