Note: The job is a remote job and is open to candidates in USA. SWBC is a company focused on providing technology solutions for business success. The role involves strengthening client partnerships through strategic advisement, maintaining secure operations, and identifying growth opportunities.
Responsibilities
- Build and maintain strong relationships with clients, acting as a trusted advisor. Act as a dedicated advocate for clients within the company, ensuring their needs are met and their voices are heard
- Provide proactive guidance, anticipating client needs and offering tailored solutions
- Present solutions in a consultative manner, emphasizing how they address client needs and provide tangible value
- Collaborate with technical teams to ensure seamless implementation and ongoing support, advocating for the client throughout the process
- Identify opportunities to expand client relationships by offering additional solutions and services that align with their evolving needs. These solutions will enhance Uptime, Performance, Integration, and Security, ensuring clients remain protected, efficient, and operational at all times
- Maintain open and transparent communication with clients, providing regular updates and seeking feedback
- Maintain accurate sales forecasts based on pipeline activity in Autotask. Provide regular updates on sales pipeline and forecast accuracy to sales management
- Stay informed on industry trends, compliance requirements (HIPAA, cybersecurity), and emerging technologies that impact dental practices
Skills
- Minimum 1-year of customer service experience
- Minimum 1-year of Client Advocate or Sales experience
- Excellent verbal and written communication skills
- Displays outstanding customer service skills and professionalism
- Displays excellent problem-solving skills
- Strong written and verbal communication skills
- Ability to multitask and manage time efficiently
- Ability to work independently and on a team
- Methodical, organized, and detail-oriented work habits
- Successful completion of pre-employment assessments
- Successful completion of initial training
- Professional and friendly demeanor
- Pays attention and adheres to company policies and procedures
- Valid driver's license
- Background check
- Experience using Autotask
Benefits
- Benefits - Vision, Medical, and Dental
- 401K with company match
- Paid time off
- Working in the healthcare industry
Company Overview
- SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. It was founded in 1976, and is headquartered in San Antonio, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.swbc.com.
Company H1B Sponsorship
- SWBC has a track record of offering H1B sponsorships, with 22 in 2025, 16 in 2024, 9 in 2023, 22 in 2022, 14 in 2021, 11 in 2020. Please note that this does not guarantee sponsorship for this specific role.