Customer Success Specialist

Integrity Support Inc

Customer Success Specialist

Nashville, TN
Full Time
Paid
  • Responsibilities

    Benefits:

    Gossip Free Environment

    Internet Reimbursement

    Company Provided Equipment

    Medical Leave

    Volunteer Days

    401(k)

    401(k) matching

    Health insurance

    Opportunity for advancement

    Paid time off

    Profit sharing

    Tuition assistance

    Location: Remote (must reside in NC, LA, SD, FL, TN, GA, or VA) Department: Customer Success Reports To: Manager of Customer Success

    Company Overview

    At Integrity Support, Inc. (CheckpointEHR.com), we are passionate about serving those who serve others. We support behavioral health providers through a cloud-based EHR, clearinghouse, and billing platform that helps agencies deliver care efficiently, compliantly, and at scale.

    We measure success not just by revenue, but by the real impact our customers make every day. If you enjoy building meaningful relationships, solving complex problems, and helping customers succeed long-term, we’d love to hear from you.

    Position Summary The Customer Success Specialist is responsible for ongoing customer success after onboarding.

    This role partners with customers to ensure they are confidently using Checkpoint EHR, maintain healthy billing and claims workflows, and continuously improve how they operate on the platform. The Customer Success Specialist does not own initial onboarding; instead, they focus on adoption, optimization, satisfaction, and retention throughout the customer lifecycle.

    Key Responsibilities

    Customer Relationship & Adoption

    Serve as the primary point of contact for assigned customers post-onboarding

    Build trusted, long-term relationships with customers through proactive outreach

    Guide customers in adopting features and workflows aligned with their goals

    Identify usage gaps, risks, or inefficiencies and proactively address them

    Reinforce best practices and help customers maximize value from Checkpoint EHR

    Billing & Claims Support

    Monitor customer claims processing and denial trends

    Assist customers in understanding claim issues and resolution paths

    Coordinate with internal billing, EDI, and support teams as needed

    Help customers navigate payer requirements and system workflows

    Training & Ongoing Support

    Provide ongoing training (live, recorded, or written) after onboarding

    Respond to customer inquiries via phone, email, and ticketing systems within defined SLAs

    Escalate complex or systemic issues appropriately

    Document customer interactions, outcomes, and risks clearly

    Customer Health & Retention

    Monitor customer satisfaction, sentiment, and engagement

    Identify early warning signs of churn or disengagement

    Share customer feedback and trends with leadership and internal teams

    Support retention efforts through strong relationships and measurable outcomes

    What Winning Looks Like

    Customers feel supported, confident, and engaged

    Customers steadily adopt relevant features over time

    Claims workflows remain healthy with fewer avoidable issues

    Risks are identified early and addressed proactively

    Customer satisfaction and retention remain strong

    Skills & Qualifications

    High School diploma or equivalent (required)

    1+ year of customer service or customer-facing experience (preferred)

    Experience in healthcare, SaaS, EHRs, or billing workflows is a plus

    Strong verbal and written communication skills

    Ability to explain complex topics clearly and empathetically

    Detail-oriented with strong problem-solving abilities

    Comfortable working independently in a remote environment

    Experience with Microsoft Office (Outlook, Word, Excel, Teams)

    Ability to maintain HIPAA and PHI confidentiality

    Experience using ticketing or CRM systems (Zendesk preferred)

    Work Hours & Location

    Full-time (40 hours/week)

    Monday–Friday, 8:00 am–5:00 pm Eastern

    Fully remote

    This is a remote position.