Loyalty Specialist

Posted 3 Days Ago
Easy Apply
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Costa Rica
Hybrid
Junior
Healthtech • Payments • Software • Telehealth
We empower independent practices to bring modernized care to patients everywhere.
The Role
The Loyalty Specialist will assist the Tebra Loyalty Team in retaining existing customers, processing cancellations, and handling non-payment collections. The role involves addressing customer inquiries, documenting feedback in Salesforce, and supporting the team in operations related to customer loyalty and retention.
Summary Generated by Built In

Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.

About the Role

The Loyalty Specialist will assist the Tebra Loyalty Team in day-to-day operations as it relates to retaining our existing customer base and processing customer cancellation requests, deactivations and handling non-payment/collections outreach. You will work closely alongside the Customer Loyalty team in addressing inbound customer cancellation requests, protecting revenue for the business, processing cancellations and proactively addressing customer issues and concerns. 

Your Area of Focus

  • Provide a positive image for Tebra by delivering outstanding customer support to our customers as it pertains to their Tebra product suite and services
  • Address at risk customers across various stages of the customer lifecycle by actively listening to customers to understand and address their concerns with clear explanations, and working to develop appropriate resolutions. 
  • Assist customers with downgrade requests as well as implementing payment plays and conducting non-payment outreach. 
  • Support the process for offboarding a customer from our platform.
  • Document detailed customer feedback regarding cancellation reasons and retention tactics in Salesforce.
  • Work closely with the Tebra Loyalty Team to provide additional customer support as necessary

Your Professional Qualifications

  • 1+ years experience in customer service, support or a similar role
  • A professional and friendly demeanor
  • Keen problem solver with superb attention to detail
  • Excellent listener with strong verbal and written communication skills 
  • Self-learner who thrives in the opportunity to take initiative
  • A passion for energetic and fast-paced environments
  • Enjoy interfacing with customers and addressing their questions and concerns
  • Familiarity with Salesforce, Slack and Google Suite
  • A team player who is ready and willing to support the team and our customers

About Tebra

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra. 

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we’re building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

Our ValuesStart with the Customer 

We get to know our customers - and their patients - and look at the world through their lens.

Keep It Simple

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial 

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits 

To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out obe Fitness for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.


#LI-AH1 #LI-Hybrid

Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/

If you would like to report a fraudulent Tebra job posting, please contact us at [email protected] and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too.

Top Skills

Google Suite
Salesforce
Slack

What the Team is Saying

Davion
Faizan
Kit
The Company
Corona del Mar, CA
950 Employees
Hybrid Workplace
Year Founded: 2022

What We Do

The world of medicine is forever evolving, with new demands and challenges around every corner. We’re always looking ahead to bring tomorrow’s solutions to today’s providers. Some might call it foresight or innovation. We call it Tebra. Today we’re helping practices thrive with solutions for practice operations and practice growth across our two products, Kareo and PatientPop. Together, they become the complete operating system for practice success.
We are Tebrans and we are building the future of well-being, together! Want to join our team? Check out our careers page.

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Tebra Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Costa Rica Office
Newport Beach Office
Santa Monica Office
Learn more

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