Client Success & Engagement Specialist
EyeCarePro
Date: 1 week ago
City: Cape Town, Western Cape
Contract type: Full time
Cape Town, Western Cape, South Africa
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Job Openings Client Success & Engagement Specialist
About EyeCarePro
About the job Client Success & Engagement Specialist
EyeCarePro is a fast-growing marketing and technology company serving the eye care industry. We help independent optometry practices thrive through innovative digital solutions and dedicated support. Join a mission-driven team that's making a difference in a niche healthcare space.
Role Overview
We are hiring a Client Success & Engagement Specialist to support the onboarding of eye care professionals into our Patient Engage platform. This is a new role that will sit within the Sales division. You will be the first point of contact for newly referred practices, guiding them through the campaign setup process and ensuring a smooth, supportive experience.
This role is ideal for someone with a warm, engaging personality, a high tolerance for repetition, and a talent for spotting opportunities during conversations.
Key Responsibilities
Or refer someone
Or refer someone
Job Openings Client Success & Engagement Specialist
About EyeCarePro
About the job Client Success & Engagement Specialist
EyeCarePro is a fast-growing marketing and technology company serving the eye care industry. We help independent optometry practices thrive through innovative digital solutions and dedicated support. Join a mission-driven team that's making a difference in a niche healthcare space.
Role Overview
We are hiring a Client Success & Engagement Specialist to support the onboarding of eye care professionals into our Patient Engage platform. This is a new role that will sit within the Sales division. You will be the first point of contact for newly referred practices, guiding them through the campaign setup process and ensuring a smooth, supportive experience.
This role is ideal for someone with a warm, engaging personality, a high tolerance for repetition, and a talent for spotting opportunities during conversations.
Key Responsibilities
- Conduct 5+ daily onboarding calls via video with referred eye doctors
- Use a provided call script (with flexibility to personalize)
- Guide practices through the setup of their vendor-sponsored reactivation campaign
- Coordinate with the EHR integration team to ensure technical alignment
- Lead short follow-up calls to monitor campaign progress and maintain momentum
- Track client status, notes, and next steps in the CRM system
- Flag upsell opportunities and collaborate with leadership on next steps
- Deliver a consistent, positive experience that makes clients feel seen and supported
- 2+ years experience in client onboarding, customer success, or account coordination
- CRM experience (Go High Level is a plus)
- Excellent verbal communication and video call etiquette
- Comfortable with a high volume of repetitive, structured interactions
- Strong organizational skills and attention to detail
- Experience in healthcare or optometry is an advantage
- 100% Remote (Work from anywhere)
- Must have:
- Personal computer and essential equipment
- Reliable high-speed internet
- Quiet, professional work environment
- Load-shedding backup (if applicable)
- Competitive salary and paid time off
- Fully remote, flexible work culture
- Professional development and training opportunities
- Collaborative, supportive marketing and sales team
- Be part of a fast-growing, mission-driven company
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