Customer Success Specialist at Weave

Palo Alto, California, United States

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$66,200 – $110,000Compensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, AI, SaaSIndustries

Requirements

5+ years in a customer-facing or coordination role (Customer Success, support, administration, or similar)
Strong organizational and project management skills, with the ability to manage multiple priorities
Excellent written communication skills, especially for emails and meeting preparation
High attention to detail and accuracy in tracking and follow-up
A problem-solving mindset with the willingness to ask questions and troubleshoot
Proficiency with Google Workspace, Google Sheets, Notion, Slack, and HubSpot (or similar tools)
Ability and willingness to travel for customer meetings, events, or team offsites

Responsibilities

Prepare customer decks, meeting agendas, and follow-up notes for client syncs
Track action items, pilot milestones, and contract renewals across multiple accounts
Support pilot coordination by highlighting wins and identifying expansion opportunities
Draft proactive outreach messages and customer check-ins
Log, track, and follow up on feature requests and internal tasks
Maintain accurate and up-to-date customer documentation in internal systems
Contribute to quality assurance reviews to better understand the product
Document and refine customer success processes for scalability
Present to customers during calls, syncs, and pilot updates

Skills

Key technologies and capabilities for this role

Customer SuccessClient CommunicationAction Item TrackingPilot CoordinationCustomer DocumentationMeeting PreparationCRMSalesforceProcess DocumentationQuality AssuranceAI ProductsProactive Outreach

Questions & Answers

Common questions about this position

What is the salary range for the Customer Success Specialist position?

The salary range is $66.2K - $110K.

Is this role remote or onsite, and where is it located?

This is an onsite position in Palo Alto, CA.

What skills and experience are required for this role?

Candidates need 5+ years in a customer-facing or coordination role, strong organizational and project management skills, excellent written communication, high attention to detail, a problem-solving mindset, and proficiency with Google Workspace, Google Sheets, Notion, Slack, and HubSpot.

What is the work environment like at Weave for this role?

The role is in a fast-paced environment ideal for detail-oriented individuals who thrive balancing multiple priorities and building client relationships, supporting TrueLark under the Weave umbrella.

What makes a candidate stand out for this Customer Success Specialist role?

Stand out with experience in a high-growth SaaS or tech startup, comfort navigating evolving processes, strong relationship-building skills, a proactive approach, tech-savvy quick learning, and a collaborative solutions-oriented attitude.

Weave

Patient communication solutions for healthcare providers

About Weave

Weave provides patient communication solutions tailored for dental and optometry practices. Its platform includes tools for scheduling appointments, sending reminders, managing patient reviews, and enabling two-way texting and calling. This helps healthcare providers interact with patients more effectively and manage their daily tasks. Weave also offers features like virtual waiting rooms and remote communication options, which are especially useful during the COVID-19 pandemic. The company operates on a subscription-based model, allowing clients to pay a recurring fee for access to its services, which vary based on practice size and needed features. By focusing on improving operational efficiency and patient satisfaction, Weave distinguishes itself from competitors in the healthcare technology market.

Lehi, UtahHeadquarters

2008Year Founded

$143MTotal Funding

IPOCompany Stage

Enterprise Software, HealthcareIndustries

501-1,000Employees

Risks

Increased competition from fast-growing companies like Pure Healthcare.

Slow adoption of digital payment solutions in healthcare may hinder Weave's features.

Economic downturns could affect subscription-based revenue models for healthcare practices.

Differentiation

Weave integrates AI tools for enhanced communication and scheduling in healthcare.

Weave offers a comprehensive suite of tools for dental and optometry practices.

Weave's platform supports virtual waiting rooms and remote communication options.

Upsides

Weave's new platform interface integrates AI for improved user experience.

Payment Reminders feature helps healthcare practices collect outstanding balances efficiently.

Weave's partner marketplace enhances operational efficiency for healthcare practices.

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