Account Services Specialist

📌 Core Information

🔹 Job Title: Account Services Specialist

🔹 Company: PracticeTek

🔹 Location: San Diego, California

🔹 Job Type: Full-Time

🔹 Category: Software Development

🔹 Date Posted: April 10, 2025

🔹 Experience Level: Entry-Level to Mid-Level

🔹 Remote Status: Hybrid (In-office 2 days per week)

🚀 Job Overview

Key aspects of this role include:

• Providing exceptional customer support for billing-related inquiries
• Collaborating with internal teams to ensure accurate and compliant customer accounts
• Working within Salesforce and related systems to log interactions and resolve cases
• Identifying trends and escalating issues as needed
• Contributing to a positive team environment and upholding high standards of customer service

ASSUMPTION: This role requires strong communication skills, attention to detail, and the ability to work well in a team environment. Previous experience in customer support, billing, or account services is preferred, but not required.

📋 Key Responsibilities

✅ Respond to customer inquiries related to invoices, account balances, billing questions, subscription changes, cancellations, account ownership transfers, and contact information updates

✅ Provide accurate and empathetic communication via phone and email, explaining financial terms, billing cycles, and product/service changes in a clear and professional manner

✅ Work within Salesforce and related systems to log interactions, resolve cases, and ensure timely follow-up

✅ Collaborate with Finance, Customer Success, and Product teams to investigate and resolve account-related issues

✅ Maintain up-to-date knowledge of product offerings, billing structures, and internal processes

✅ Contribute to a positive team environment and uphold high standards of customer service

ASSUMPTION: This role requires strong problem-solving skills, the ability to multitask, and the capacity to work well under pressure. Candidates should be comfortable working in a fast-paced environment and have a proactive approach to customer service.

🎯 Required Qualifications

Education: High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred

Experience: 1-3 years of experience in customer support, billing, or account services (SaaS or tech experience a plus)

Required Skills:

• Familiarity with invoices, subscription billing, and account management processes
• Strong communication skills - both written and verbal
• Ability to explain complex information in a customer-friendly way
• Strong organizational skills and attention to detail
• Experience with Salesforce or similar CRM platforms preferred
• Self-motivated and able to manage a high-volume case queue with minimal supervision
• Comfortable working in a fast-paced, collaborative environment

Preferred Skills:

• Experience with Zuora or other subscription billing platforms
• Bilingual in English/Spanish
• Previous experience in healthcare, SaaS, or account management

ASSUMPTION: While previous experience in healthcare, SaaS, or account management is not required, it would be beneficial for candidates to have some familiarity with these industries or related fields.

💰 Compensation & Benefits

Salary Range: $45,000 - $65,000 per year (Based on industry standards for entry-level to mid-level account services roles in San Diego)

Benefits:

• Competitive salary and benefits package
• Opportunities for career growth and internal mobility
• Supportive and collaborative team environment
• Flexible work arrangements (in-office two days per week)

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in the San Diego area. The actual salary may vary depending on the candidate's experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: PracticeTek operates in the software development industry, focusing on healthcare technology and retail healthcare. The company serves dental, orthodontic, chiropractic, optometry, and dermatology practices.

Company Size: PracticeTek has 501-1,000 employees, providing a mid-sized company environment with opportunities for growth and collaboration.

Founded: PracticeTek was founded in 2020, making it a relatively new but rapidly growing company.

Company Description:

• PracticeTek was established by investors and entrepreneurs with a vision for the future of healthcare: high-quality care delivered seamlessly and on demand, without the burden and confusion of traditional systems.
• The company is a collection of best-in-class software solutions that empower allied professionals to connect with their patients and grow their business.
• PracticeTek invests in middle-market, retail-healthcare SaaS companies, providing opportunities for entrepreneurs to accelerate their personal wealth, continue to run and grow their business, and collaborate with other like-minded entrepreneurs to continue their legacy and impact the future of healthcare.

Company Specialties:

• Healthcare Technology and Retail Healthcare

Company Website: http://www.practicetek.com

ASSUMPTION: PracticeTek's focus on healthcare technology and retail healthcare provides unique opportunities for candidates interested in the intersection of technology and healthcare industries.

📊 Role Analysis

Career Level: The Account Services Specialist role is an entry-level to mid-level position within the customer success team, offering opportunities for career growth and internal mobility.

Reporting Structure: This role reports directly to the Customer Success Manager and works closely with the Finance, Customer Success, and Product teams.

Work Arrangement: This is a hybrid role, requiring in-office attendance two days per week.

Growth Opportunities:

• Progression within the customer success team, such as advancement to a Senior Account Services Specialist or Customer Success Manager role
• Transition to other departments within PracticeTek, such as Finance, Product, or Sales, based on individual interests and skills
• Opportunities to work on special projects or initiatives, gaining exposure to different aspects of the business

ASSUMPTION: PracticeTek's mid-sized company structure and focus on growth provide ample opportunities for career advancement and internal mobility for qualified candidates.

🌍 Location & Work Environment

Office Type: PracticeTek's headquarters is located in San Diego, California, with a modern and collaborative office space.

Office Location(s): 9191 Towne Centre Dr, Ste. 210, San Diego, California 92122, US

Geographic Context:

• San Diego is the second-largest city in California and the eighth-largest city in the United States, offering a diverse range of cultural, recreational, and professional opportunities
• The city is known for its mild Mediterranean climate, beautiful beaches, and numerous parks and gardens
• San Diego has a strong and growing tech industry, with numerous startups and established companies calling the city home

Work Schedule: Full-time, 40 hours per week, with flexible work arrangements (in-office two days per week)

ASSUMPTION: The hybrid work arrangement provides candidates with the flexibility to balance work and personal responsibilities while still enjoying the benefits of an in-office environment for collaboration and team building.

💼 Interview & Application Insights

Typical Process:

• Online application submission through the provided link
• Phone or video screening with the Customer Success Manager
• In-depth interview with the Customer Success Manager and a member of the Finance or Product team
• Final interview with the Director of Customer Success or another senior leader within the department
• Background check and offer extension for successful candidates

Key Assessment Areas:

• Problem-solving skills and ability to handle high-volume case queues
• Strong communication skills and customer service orientation
• Attention to detail and ability to work accurately under pressure
• Familiarity with Salesforce or similar CRM platforms
• Adaptability and willingness to learn and grow within the role

Application Tips:

• Tailor your resume and cover letter to highlight relevant experience and skills for this role
• Demonstrate your problem-solving skills and customer service orientation through specific examples in your application materials
• Show enthusiasm for PracticeTek's mission and the opportunity to contribute to the future of healthcare
• Follow up with the hiring manager after your interview to reiterate your interest in the role and address any questions or concerns

ATS Keywords: Account Services, Customer Support, Billing, Subscription Management, Salesforce, Problem Solving, Customer Service, Healthcare Technology, Retail Healthcare

ASSUMPTION: PracticeTek's focus on customer success and commitment to providing exceptional customer service make strong communication skills and a customer service orientation essential for success in this role.

🛠️ Tools & Technologies

• Salesforce
• Zuora (preferred)
• Microsoft Office Suite
• Google Workspace

ASSUMPTION: Familiarity with Salesforce and Zuora is preferred but not required. Candidates should be comfortable learning and using new tools and technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric: We prioritize the needs and satisfaction of our customers above all else
• Innovation-driven: We continuously seek new and better ways to deliver value to our customers and improve our products and services
• Collaborative: We work together to achieve our goals and support each other's success

Work Style:

• Fast-paced: We operate in a dynamic and rapidly changing environment, requiring adaptability and a willingness to learn and grow
• Team-oriented: We value collaboration and support for our colleagues, fostering a positive and inclusive work environment
• Customer-focused: We prioritize the needs and satisfaction of our customers in all our decision-making and actions

Self-Assessment Questions:

• Do you have strong communication skills and a customer service orientation?
• Are you comfortable working in a fast-paced, collaborative environment?
• Do you have experience with Salesforce or similar CRM platforms?
• Are you adaptable and willing to learn and grow within the role?

ASSUMPTION: PracticeTek's focus on customer success, innovation, and collaboration requires candidates who are strong communicators, adaptable, and committed to continuous learning and growth.

⚠️ Potential Challenges

• The high-volume nature of the role may require candidates to manage multiple cases simultaneously and work well under pressure
• The role may involve handling sensitive customer information, requiring candidates to maintain strict confidentiality and adhere to data protection regulations
• The hybrid work arrangement may present challenges for candidates who prefer a fully remote or fully in-office work environment
• The role may require candidates to work evenings or weekends to accommodate customer needs, depending on the company's scheduling policies

ASSUMPTION: While these challenges may present obstacles for some candidates, they also provide opportunities for growth and development within the role.

📈 Similar Roles Comparison

• Compared to other account services roles, this position offers a unique focus on the healthcare technology and retail healthcare industries, providing candidates with the opportunity to work at the intersection of technology and healthcare
• Industry-specific context: The healthcare technology and retail healthcare industries are rapidly growing and evolving, presenting unique challenges and opportunities for candidates in this role
• Career path comparison: This role offers opportunities for career growth and internal mobility within PracticeTek, as well as the potential to transition to other departments or specialize in a particular area of interest

ASSUMPTION: Candidates should consider their interest in the healthcare technology and retail healthcare industries, as well as their long-term career goals, when evaluating this role compared to similar positions in other industries.

📝 Sample Projects

• Developing and implementing a new process for handling account ownership transfers and contact information updates
• Collaborating with the Finance team to identify and address common trends or recurring issues in customer billing inquiries
• Working with the Product team to gather customer feedback and inform the development of new features or improvements to existing products

ASSUMPTION: These sample projects illustrate the diverse range of responsibilities and opportunities for growth within the Account Services Specialist role at PracticeTek.

❓ Key Questions to Ask During Interview

• What are the most common challenges faced by customers, and how can I best support them in resolving these issues?
• How does the Customer Success team collaborate with other departments, such as Finance and Product, to ensure customer satisfaction and account accuracy?
• What opportunities are there for growth and development within the Customer Success team and PracticeTek as a whole?
• How does PracticeTek support work-life balance for its employees, particularly in a hybrid work arrangement?
• What are the key priorities for this role in the first 30, 60, and 90 days?

ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and commitment to understanding the company's culture and priorities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare examples of your problem-solving skills and customer service orientation to discuss during your interview
• Research PracticeTek's mission and values to demonstrate your enthusiasm for the opportunity to contribute to the future of healthcare
• Follow up with the hiring manager after your interview to reiterate your interest in the role and address any questions or concerns

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.