As a HubSpot CRM Specialist, you will manage, optimize, and expand the client’s HubSpot ecosystem. This role will be responsible for maintaining CRM data integrity, building customer segmentation, developing marketing automation workflows, creating reports and dashboards, and supporting sales and marketing initiatives through the HubSpot platform. **Duties and Responsibilities:** ** HubSpot CRM Administration** **• Manage and maintain all customer, company, deal, and custom object records within HubSpot** **• Ensure data accuracy, consistency, and integrity across the CRM** **• Perform ongoing database maintenance, cleansing, and optimization** **Marketing Automation & Campaign Management** **• Build, deploy, and optimize email marketing campaigns within HubSpot** **• Create and maintain automated workflows for lead nurturing, customer retention, and sales enablement** **• Manage SMS, email, and lifecycle marketing programs through HubSpot** **• Support integration and management of advertising audiences and remarketing campaigns within HubSpot** **HubSpot Reporting & Analytics** **• Create and maintain dashboards for marketing, sales, and executive leadership teams** **• Develop reports on campaign performance, customer engagement, lead generation,pipeline activity, and revenue attribution** **• Analyze customer lifecycle stages and identify opportunities for optimization** **• Track sales team activity, lead follow-up, and conversion performance** **• Provide actionable insights and recommendations based on CRM data** **HubSpot Optimization & Strategy** **• Identify opportunities to improve CRM processes, automation, and user adoption** **• Collaborate with marketing, sales, and leadership teams to align HubSpot capabilities with business objectives** **• Recommend and implement best practices for CRM management and marketing automation** **• Support new HubSpot feature adoption and system enhancements** **• Document processes and provide training to internal users when needed**

Title: Manager, Customer Success Location: San Diego, California, United States Green Bay, Wisconsin, United States Job Description: About PracticeTek Stop scrolling-your dream job might just be here! At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That’s the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let’s go! We’re on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we’ve brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you’ll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you’re building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity. We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren’t just words; they’re how we live, work, and make an impact together. At PracticeTek, you’ll get to: Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs. Team up with passionate, talented people who care deeply about patients, providers, and making a difference. See your impact firsthand by helping practices deliver care that’s simpler, smarter, and better for everyone. Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development. For REMOTE roles, use this verbiage: We’re excited to consider remote candidates for this role! That said, if you’re based in Las Vegas, NV; Green Bay, WI; or San Diego, CA, you’ll enjoy a dynamic hybrid setup. spending three days each week collaborating in the office and the rest working from wherever you’re most productive. Why You’ll Love It Here As part of the TekTribe, you’ll enjoy: Comprehensive health, dental, and vision coverage options Wellness benefits that support lifestyle, behavioral health, and overall wellbeing Flexible paid time off, sick time, and 10 company-paid holidays 401(k) plan with company match to help you build your future Culture Committee driving initiatives that spark connection, fun, and belonging A workplace powered by innovation, collaboration, and energy every day What You’ll Do Here’s how you’ll help us bring our mission to life and show up as a Trusted Partner: - Lead and develop a high-performing customer support team, ensuring consistent delivery of exceptional service and a seamless customer experience - Establish and optimize support processes that improve response times, resolution quality, and overall customer satisfaction - Partner cross-functionally with Product, Engineering, and Customer Success to resolve issues, escalate trends, and improve the customer journey - Monitor support metrics and team performance, proactively identifying opportunities to improve efficiency, quality, and scalability - Build a customer-centric culture that prioritizes clear communication, accountability, and continuous improvement How Success is Measured Here’s how we’ll know you’re making an impact and raising the bar: - Customer satisfaction (CSAT): ≥90% positive feedback - Average first response and resolution times meet or exceed defined SLAs - Support ticket backlog maintained within target thresholds - Hiring manager and cross-functional partner satisfaction: ≥4.5/5 - Team performance against productivity and quality benchmarks What You Bring Your unique talents are what make you shine. For this role, success looks like: - 4+ years of experience in customer support, with at least 1–2 years in a leadership or management role, preferably in a SaaS environment - Proven ability to lead, coach, and develop support teams in a fast-paced, high-growth environment - Strong understanding of support tools (e.g., Zendesk, Intercom) and ticketing workflows - Data-driven mindset with experience using metrics to improve team performance and customer outcomes - Excellent communication and problem-solving skills, with a focus on delivering a high-quality customer experience - Commitment to building inclusive teams and maintaining compliance with company policies and applicable regulations Ready to Join? If you’re excited to bring your ideas, energy, and expertise to a team that’s shaping the future of healthcare, we can’t wait to hear from you. Apply today and let’s make healthcare simpler, smarter, and Better.Together. The Fine Print (That Really Matters) At PracticeTek, we determine compensation by considering market data, internal equity, and each candidate’s skills and experience. For this position, we reasonably expect to pay between [68,000-85,000]. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable. PracticeTek is an Equal Opportunity Employer. We are committed to creating an inclusive environment where all employees feel valued and supported. All qualified applicants will receive fair treatment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, age, disability, veteran status, genetic information, marital status, uniformed service status, or any other characteristic protected under applicable law. This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.

• Serve as the primary point of contact and trusted advisor for a portfolio of Prior Authorization customers. • Take ownership of customer success by proactively managing customer health, identifying risks, and driving resolution before issues escalate. • Lead customer onboarding, implementation support, adoption planning, and ongoing success initiatives. • Conduct regular business reviews with customers to communicate value, performance metrics, key accomplishments, and improvement opportunities. • Monitor customer satisfaction, adoption, and engagement while developing action plans to improve outcomes. • Collaborate cross-functionally with Operations, Product, Implementation, Engineering, Clinical teams, and Support to advocate for customer needs and resolve issues. • Identify opportunities for service expansion, additional solutions, or strategic growth within existing accounts. • Identify growth opportunities within accounts. • Maintain accountability for assigned customer outcomes, retention, and long-term partnership success. • Assist in other duties as assigned.

• Manages the delivery of contracted services to large Provider Healthcare clients • Ensures that SLAs (service level agreements) and KPI (key performance indicators) are met or exceeded • Builds and maintains strong client relationships and provides day-to-day client advice and support • Promotes the organization's capabilities to clients, identifies sales opportunities and achieves contract extensions • Responsible for adhering to company security policies and procedures • Handles customer escalations during downtime events • Remains informed on the technical design/architecture of customer environments