Client Success

Location

Cape Town, Western Cape, South Africa

About EyeCarePro

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.

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 video calls with referred eye care professionals, utilizing a provided script while allowing for personalization to suit individual client needs.
• Guide practices through the setup of their vendor‑sponsored reactivation campaigns, ensuring all components are correctly implemented.
• Coordinate with the Electronic Health Record (EHR) integration team to ensure technical alignment and data accuracy.
• Lead brief follow‑up calls to monitor campaign progress, address any concerns, and maintain client momentum.
• Track client status, detailed notes, and next steps within the Customer Relationship Management (CRM) system.
• Identify and flag upsell opportunities, collaborating with leadership to strategize next steps.
• Deliver a consistent and positive experience that makes clients feel valued and supported.
• Develop and maintain comprehensive onboarding documentation and training materials to enhance the client experience.
• Analyze client feedback and campaign performance data to identify trends and areas for improvement.
• Collaborate with cross‑functional teams, including marketing and product development, to relay client insights and contribute to service enhancements.
• Stay informed about industry trends and best practices to provide clients with up‑to‑date information and recommendations.

Requirements

• Minimum of 2 years of experience in client onboarding, customer success, or account coordination roles.
• Proficiency with CRM systems; experience with Go High Level is a plus.
• Excellent verbal communication skills and professional video call etiquette.
• Comfortable managing a high volume of structured, repetitive interactions while maintaining attention to detail.
• Strong organizational skills and the ability to multitask effectively.
• Experience in the healthcare or optometry industry is advantageous.
• Ability to work independently in a remote environment, demonstrating initiative and reliability.

Work Requirements

• 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)

Perks & Benefits

• 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

Application Note

If you do not hear from us within two weeks, please consider your application unsuccessful.

Job ID: #J-18808-Ljbffr