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PracticeTek

Delivers practice management, EHR, payments SaaS

Customer Support Specialist 1

Customer SupportPosted on Nov 11
Full-time$20 - $24 /hr

About the Job

Requirements

  • A bachelor’s degree is preferred, or an equivalent combination of education and work experience.
  • Prior experience and knowledge of Orthodontics SaaS systems is required; Tops, Greyfinch, Ortho2, or Cloud9 experience is preferred.
  • Familiarity with SaaS platforms and integrated product support, including troubleshooting and resolving issues across connected systems, is required.
  • The candidate must be able to work remotely with a remote team.
  • The candidate must be self-motivated and willing to grow as a leader.
  • The candidate must be coachable and willing to contribute as a teammate.
  • The candidate must be able to build open, trustworthy relationships with business leaders, customers, vendors, and senior leadership.
  • The candidate must be action-oriented, have a strong sense of urgency, and overcome obstacles to achieve results in a timely fashion.

Responsibilities

  • Deliver phone and email service and support to end users, handling a heavy volume of 500 or more calls and emails per week.
  • Use active listening to capture client needs and urgency.
  • Determine solutions based on customer issues and details, using internal resources, and escalate priority issues according to client specifications.
  • Replicate issues reported by clients and work with Product and Development teams to deliver solutions.
  • Document actions taken on support incidents and log resolutions clearly and concisely.
  • Generate leads for services and sales.
  • Pass customer feedback and suggestions to the appropriate internal team.
  • Travel occasionally to trade shows or events.

Desired Qualifications

  • Experience with Tops, Greyfinch, Ortho2, or Cloud9 is preferred.

About the Company

PracticeTek

Delivers practice management, EHR, payments SaaS

PracticeTek builds a suite of software and payment tools for retail healthcare clinics, covering dental, chiropractic, orthodontics, optometry, and dermatology. Its products include practice management, electronic health records, patient engagement, integrated payments, and business analytics that work together in one ecosystem, enabling patient intake, treatment, billing, and revenue insights. The company grows by acquiring or partnering with mid-market SaaS providers and integrating their solutions into a cohesive platform, rather than offering standalone tools, backed by private equity and guided by experienced leaders. Its goal is to scale an end-to-end software and payments platform that serves clinics across the U.S. and Canada, improving efficiency and data-driven decision-making.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
2020

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