PMS Solutions Expert

1 day ago


City of Westminster, Greater London, United Kingdom Straumann Group Full time
About the Role

As a Customer Success Manager for Dental Practices at Straumann Group, you will play a key role in enhancing the service experience for our clients. Your primary responsibility will be to provide guidance on how dental practices can best utilize our CareStackTM software program, focusing on financial outcomes and other key performance indicators. You will work closely with clients to understand their goals, challenges, and needs, and offer tailored solutions and support to ensure their success.

Key Responsibilities

- Serve as the primary point of contact for assigned clients, building strong and lasting relationships based on trust and mutual success.
- Proactively engage with clients to understand their goals, challenges, and needs, and offer tailored solutions and support.
- Monitor client health and satisfaction levels, proactively addressing any issues or concerns to mitigate churn and identify opportunities for expansion within existing accounts.
- Lead the onboarding process for new clients, ensuring a smooth transition to our dental practice management software, and provide comprehensive training sessions to clients, both remotely and on-site when necessary, to ensure they fully understand the features and functionalities of our software.
- Act as the voice of the customer within the company, advocating for client needs and feedback to relevant internal teams, including product development and support, and collaborate with sales teams to identify opportunities for upselling or cross-selling additional products or services to existing clients based on their evolving needs.
- Facilitate the onboarding of new practices, as needed, to acclimate those practices for success in using the CareStackTM software product, and serve as a key leader for onboarding meetings and checklist management.
- Facilitate and host monthly Practice Roundup and/or Interim calls, where opportunities are present, by showcasing the preferred method of DATA - OBSERVATIONS - RECOMMENDATIONS to their respective clients, and collate data, as needed, identifying opportunities for improvement, and make recommendations for improvement to enhance the client's success.
- Serve as an advisor on transitioning processes or process recommendations from clients to transactional teams, wherever necessary, and track all customer escalations and present those to respective teams to bring closure to those cases, and review and audit customer escalations to identify an opportunity to prevent future escalations of the same or similar variety.
- Proctor and enable transactional teams to answer usual customer questions, wherever possible, and work collaboratively on processes, where transactional teams need assistance to close incidents and specific issues, ensuring completeness and quality as outcomes, and ensure customer success by driving growth and preventing churn, and proactively engage with customers to ensure customer satisfaction, and initiate onboarding, where required, internal and partner offerings, and initiate training, executed by application team and 3rd party partner, and share knowledge and best practices, and collaborate with Expert Level support team, and identify retention risks and up-sell opportunities, with the input of offering-specific usage patterns and digital behavior, and ensure efficient renewal process, where required, align with the appropriate stakeholders, and give insights to define and develop customer roadmaps.
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