Phone Support Specialist at SimplePractice

| Santa Monica
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We’re looking for a friendly, eager-to-learn Customer Success Phone Support Specialist to join our team in our Santa Monica office.

SimplePractice is built for our customers, and supporting their success is our top priority. We strive to provide unparalleled support and encourage our customers to always let us know how we can improve our products. You’ll be an integral member of the Customer Success team, getting to know and responding to thousands of SimplePractice customers, and working collaboratively with our team to constantly improve our Customer Success materials and processes. This role will give you front row access in a startup while you provide tangible value and support to our growing community

What is the structure of this job?
This is a full-time, non-exempt, hourly-paid position in our office in Santa Monica. While our busiest times are earlier in the week, we’re looking for individuals that can offer weekend availability to help us manage our response time goals throughout the entire week. For the first 3 months of employment, you'll be expected to be available for onboarding and education from 9:00 AM to 6:00 PM, Monday through Friday. 

What would you do for us?

Primary Responsibilities

  • Qualifying leads for our products and services over the phone
  • Identifying opportunities to make product suggestions/referrals based on the customers’ needs
  • Entering details into a database system and following-up with customers
  • Keeping accurate track of customers’ needs and notating all information correctly into customers’ accounts
  • Responding to all customer inquiries by either solving customers’ questions and issues directly or transferring calls to other appropriate Customer Success team members
  • Troubleshooting basic account and feature issues
  • Displaying etiquette, knowledge, and solutions when servicing customer account inquiries and conducting transactions in accordance to service standards
  • Maintaining close adherence to the defined daily schedule to ensure proper resource coverage
  • Maintaining a minimal amount of errors to ensure a positive customer service experience
  • Ensuring conversations meet security and compliance requirements

Secondary Responsibilities

  • Triage incoming customer support emails to other specialty agents and answering new emails
  • Help your team answer all incoming inquiries in 60 minutes or less, continually striving for faster response time
  • Answer customer chats and hold live screen sharing sessions with customers
  • Lead live Q&A product orientation sessions and 1 to 1s
  • Work with the support team to identify patterns in support emails and keep an eye out for bugs or problems with the software
  • Take ownership of routine problems with intuitive problem-solving skills, and escalate high-risk problems as needed

Must be able to...

  • Professionally interact with customers on calls while maintaining a focus on providing timely and accurate resolutions
  • Quickly identify the customer’s request or concern and efficiently provide the most effective solution
  • Effectively use critical thinking skills to solve problems for customers in a timely manner 
  • Express empathy and compassion, taking full ownership of the customer’s satisfaction
  • Proactively gain and maintain a full understanding of our portfolio of features and services
  • Effectively summarize and relay information
  • Respond to incoming requests for cancellation of services and offer retention solutions where appropriate
  • Efficiently enter accurate and detailed records of client interactions and actions taken
  • Achieve productivity standards and goals set by the company while maintaining high quality calls and following expected call flows and protocols
  • Work well independently within guidelines and complete work without requiring follow up

Our Customer Success Phone Support Specialist Must-Haves:

  • Previous customer support experience
  • A sense of urgency to complete work efficiently and accurately
  • Comfortable with ambiguity to determine the best solution for our customers 
  • Comfortable with simultaneously managing a large number of computer-based programs, applications, and toolsets to perform job duties
  • Tech savvy and comfortable with web apps - Slack, Asana, Zendesk, Google Docs, and the like. You should be able to use them with ease and be sharp enough to troubleshoot any issues you have
  • Comfortable working directly with customers in urgent and detail-sensitive scenarios
  • Excellent communication, problem solving skills, and phone etiquette

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • RubyLanguages
    • SqlLanguages
    • SwiftLanguages
    • KotlinLanguages
    • EmberLanguages
    • ReactJSLibraries
    • Ember.jsFrameworks
    • Ruby on RailsFrameworks
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • OptimizelyAnalytics
    • HotjarAnalytics
    • PeriscopeAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AsanaManagement
    • Pivotal TrackerManagement
    • WordpressCMS
    • BaseCRM
    • MailChimpEmail
    • SendGridEmail
    • OutboundEmail


Walking distance to great restaurants, coffee shops, and shopping centers. Plus, abundant parking and close to the Metro Expo.

An Insider's view of SimplePractice

What’s the vibe like in the office?

Everyone is really kind and hard-working in a way that pushes you to do your best. We always strive to have clear communication so that politics and games don't factor into daily work. It really does feel like we're on the same team, working towards common goals. I go home every night proud of what I've accomplished.


Lead Visual Designer

How do you collaborate with other teams in the company?

Although not always possible, I'm old school and try to have in person interactions with other team members whenever I can. Developing an understanding of what other department goals are has also helped me build relationships with others as a way to see we are all supporting one common company mission.


Training Manager

What are some things you learned at the company?

I've learned that the projects that are meaningful to me most are the ones that seem small in scope and design effort, but truly add a lot of value to our customers daily lives. To be able to see the tangible effects these project have for the customer is extremely rewarding.

Jeff Doan

Director of Growth Design

What projects are you most excited about?

I have the opportunity to execute special projects focused around our partnerships. These projects include creating marketing campaigns to highlight product features and initiatives, establishing and maintaining partnerships, launching new channels of communication, and so much more!


Partnerships Manager

What are SimplePractice Perks + Benefits

SimplePractice Benefits Overview

We take care of the people who take care of our customers.

Volunteer in local community
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
401(K) Matching
Vacation & Time Off Benefits
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Professional Development Benefits
Promote from within
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