Our office, Southwest Florida Oral & Facial Surgery in Naples, FL is seeking a Patient Care Coordinator to join our busy specialty practice.  

Our office is looking for a talented and pleasant patient care coordinator to take on all administrative and front office duties to provide an exceptional experience to all patients and visitors. Here is what you need to know about the role, our team and why we could be the right next step in your career.   

Your Responsibilities 

You will be responsible for making a positive and lasting first impression. The ideal candidate should bridge the gap between customer obsession and clerical management. You should be able to deal with complaints and give accurate information. The goal is to make guests and visitors feel comfortable and valued while during their visit which means the following:  

• Welcoming patients to the dental office  
• Maintaining accurate patient records   
• Answering all incoming calls and redirecting them or keeping messages   
• Check, sort and forward emails  
• Keep updates records and files   
• Keep front desk tidy and presentable with all necessary material (pens, forms, paper ect.)  

As an essential member of our office, you will also help to facilitate/coordinate other office responsibilities as needed.   

Your Background 

You are a resourceful Patient Care Coordinator that strives to ensure patients receive the experience they deserve. You're a team player that is adaptable to new and challenging tasks. You’re an enthusiastic, passionate and collaborative problem-solver who is always proactively striving for excellence. You also have the following:  

• 1-2 years of proven experience as front desk representative, agent or relevant position 
• Familiarity with office machines (e.g fax, printer ect.)  
• Strong communication and people skills  
• Good organizational and multi-tasking abilities   
• Problem-solving skills  
• Customer service orientation   
• A high school diploma   
• Desires to help your patients 

 If this sounds like you, you will fit right in with the team!  

 Why You Should Join Our Team   

A career with us is a chance to work with everyone involved in the future of Specialty dental care. Dental Assistants, Sterilization Technicians, Office Managers, Patient Care Coordinators and many more all work together to improve the patient care experience and great clinical results.   

We strive to build and maintain an environment where employees from all backgrounds are valued, respected, and have the opportunity to succeed. You will also find a culture of continuous learning and a commitment to supporting our team members in all aspects of their lives—at home, at work and everywhere in between.   

Your Benefits & Perks: 

• BCBS Medical & Dental insurance Options 
• VSP Vision Coverage      
• Complimentary Life Insurance Policy (employee only)
• Short-term & Long-Term Disability   
• Pet Insurance Coverage  
• 401(k) plan w/match options
• HSA / FSA Account Access 
• Identity Theft Protection 
• Legal Services Package 
• Hospital/Accident/Critical Care Coverage 
• Paid Time Off 

1140 Goodlette-Frank Rd. Naples, FL 34102

#priority

POSITION OVERVIEW
The Account Manager maintains and expands relationships with assigned account base customers, with intentions to maximize sales/profit for every account and most importantly to expand CR market penetration within the assigned area.

The Account Manager represents the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the company.

This position will be required to build and sustain productive relationships and partnerships with current customers and prospects to grow sales and to expand CR penetration with Designers, Architects and Builders’ segments.

JOB RESPONSIBILITIES:

• Establishes productive, professional relationships with key personnel in assigned customer accounts.
• Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations.
• Meets assigned targets for profitable sales volume and strategic objectives in assigned accounts
• Proactively leads a joint company account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period.
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis.
• Develops a sales action plan to service accounts with high growth potential, collect strategic “intel”, and develop leads from existing account base to better infiltrate designers, architects, and builder’s as potential customers.
• Participates actively with local professional organizations linked with CR's tactics and strategies.
• Creates and executes specific plan to introduce and implement CR products in showrooms, K & B accounts to create demand within the market. Expand Pompeii brand penetration assigning more displays to qualified customers/locations.
• Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel.

ACCOUNTABILITIES AND PERFORMANCE MEASURES:

• Achieves assigned sales quota in designated strategic accounts.
• Meets assigned expectations for profitability.
• Achieves customer objectives defined by company management.
• Completes customer account plans that meet company standards.
• Closely coordinates company executive involvement with customer management.
• Works closely with Customer Service Representatives to ensure customer satisfaction and problem resolution
• Meets quarterly target expectations as far as CR- Display program once posted
• Visits every customer, with displays at least once per month, with mandatory report visits via email to Director of Sales.
• Strategizes, organizes assigned territory/region and plan sales calls weekly.
• Develops an action plan to approach designers, architects and builders, once fabricator leads are found during weekly visits.
• Promotes and executes product knowledge (PKs) at customer’s location and if possible, invite customers to visit one of CR's branches.
• Actively participates and leverages branch events as ways to increase sales.

REQUIREMENTS/EDUCATION AND EXPERIENCE:

• Bachelor’s Degree or proven track record of at least 10 years-experience in sales and marketing is required.
• Prefer knowledge and experience in the building material industry, in some capacity.
• Have the ability to develop a comprehensive understanding of CR's competitors, including their capabilities, past competitive history, and can assist in developing a plan to beat them!
• Must be detail-oriented and highly organized with a hunter mentality in the approach to developing and executing strategic plans.
• Must have the skills to discover, create, and develop new opportunities.
• Requires excellent verbal communication and writing skills, but more importantly the desire, ability, and competitiveness to succeed.
• Minimum 50% Travel on a regional basis to cover territory.

PERSONAL ATTRIBUTES:

• Communication Skills – Verbal Communication, Listening, Negotiation, Persuasion, Writing Skills
• Critical Thinking – Adaptable, Flexible, Problem Solving, Desire to Learn
• Positive Attitude – Cooperation, Courteous, Friendly, Honest, Respectful
• Teamwork – Collaborative, Team Player, Accept Feedback, Customer Service, Emotional Intelligence, Interpersonal Skills
• Work Ethic – Drive or Will to Learn, Multi-tasking, Organization, Time management & Efficiency, Strategic Planning, Results Oriented

At Compass You Will:

• Manage a portfolio of high-touch customers by serving as their day-to-day contact for questions and issues via phone calls, emails, and in-person meetings

• Promote the adoption of Compass technology and adjacent services by providing customers with 1:1 support, strategic recommendations, and group training sessions

• Provide essential marketing support by answering questions, creating collateral from templates including listing presentations and postcards, and being the liaison to marketing specialists for more complex support requests

• Partner with the Onboarding team on strategy and logistics for welcoming new customers to Compass

• Support ongoing projects such as new office openings, national initiatives, and new Expansion/M&A activity

• Work collaboratively with other team members and departments to champion questions and feedback on behalf of the agent

• Serve as a mentor to Agent Experience Coordinator(s) by being available for questions and managing escalations

What We're Looking For:

• 2-3 years of experience in customer service, training, office management, hospitality, or operations

• Previous experience in real estate a plus

• Previous experience with live or remote training a plus

• Previous experience working with enterprise technology (Zendesk, Salesforce, Confluence) a plus

• Passion for supporting and serving agents trying to grow their businesses

• The ability to establish credibility with key agent decision-makers and influencers

• Great listening skills, connects well with others, and is empathetic of the customer’s pain points

• A passion for creating community within a space; you encourage in-office interaction, bonding and engagement

• Strong problem-solving and analytical skills, allowing you to adapt and formulate solutions quickly

• Skilled communicator with great interpersonal skills, ability to build and manage relationships

• Meticulous attention to detail, highly organized

• Strong creative writing skills and eye for design

• Ability to work in the office during standard operating hours

• Ability to lift up to 25 lbs

At Compass You Will:

• Manage a portfolio of high-touch customers by serving as their day-to-day contact for questions and issues via phone calls, emails, and in-person meetings

• Promote the adoption of Compass technology and adjacent services by providing customers with 1:1 support, strategic recommendations, and group training sessions

• Provide essential marketing support by answering questions, creating collateral from templates including listing presentations and postcards, and being the liaison to marketing specialists for more complex support requests

• Partner with the Onboarding team on strategy and logistics for welcoming new customers to Compass

• Support ongoing projects such as new office openings, national initiatives, and new Expansion/M&A activity

• Work collaboratively with other team members and departments to champion questions and feedback on behalf of the agent

• Serve as a mentor to Agent Experience Coordinator(s) by being available for questions and managing escalations

What We're Looking For:

• 2-3 years of experience in customer service, training, office management, hospitality, or operations

• Previous experience in real estate a plus

• Previous experience with live or remote training a plus

• Previous experience working with enterprise technology (Zendesk, Salesforce, Confluence) a plus

• Passion for supporting and serving agents trying to grow their businesses

• The ability to establish credibility with key agent decision-makers and influencers

• Great listening skills, connects well with others, and is empathetic of the customer’s pain points

• A passion for creating community within a space; you encourage in-office interaction, bonding and engagement

• Strong problem-solving and analytical skills, allowing you to adapt and formulate solutions quickly

• Skilled communicator with great interpersonal skills, ability to build and manage relationships

• Meticulous attention to detail, highly organized

• Strong creative writing skills and eye for design

• Ability to work in the office during standard operating hours

• Ability to lift up to 25 lbs