Joshua Kaplan
Customer Success Coordinator at ConnectureDRX- Claim this Profile
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Bio
Experience
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ConnectureDRX
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United States
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Information Technology & Services
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100 - 200 Employee
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Customer Success Coordinator
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Aug 2021 - Present
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CastleBranch
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United States
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Human Resources Services
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100 - 200 Employee
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Account Implementation Specialist
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Feb 2020 - Present
• Collaborate with Account Executives, the Accounting and Legal team, and other Customer Success departments to ensure all information provided for new accounts and packages is complete and accurate, and creating them within the in-house software database systems. • Coordinate between specific clinical lab vendors and clients to ensure service levels commitments are achieved. • Complete over 150 cases a month, and quality check over 80 cases of work from peers a month. • Track all communication and tasks within CRM for audit and reporting purposes. • Focus solutions on industry-specific workflow, client base and protocols, tailoring implementations to client needs and delivering through our product lifecycle on time. Show less
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Holiday Inn Resort, Wrightsville Beach
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United States
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Hospitality
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1 - 100 Employee
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Bartender
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May 2016 - Feb 2020
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nCino, Inc.
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United States
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Software Development
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700 & Above Employee
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Customer Success Intern
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Feb 2018 - Jun 2018
• Worked in tandem with nCino Project Managers to evaluate the needs of client bases, and organized those needs to identify large issues, potential obstacles, and risks. • Aided senior leadership in authoring data capturing reports to identify those issues and determine solutions. • Configured page layouts, dashboards, and numerous fields within the Salesforce platform and nCino Bank sOperating System Application. • Worked in tandem with nCino Project Managers to evaluate the needs of client bases, and organized those needs to identify large issues, potential obstacles, and risks. • Aided senior leadership in authoring data capturing reports to identify those issues and determine solutions. • Configured page layouts, dashboards, and numerous fields within the Salesforce platform and nCino Bank sOperating System Application.
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Life Time Inc.
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Lifeguard Supervisor
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Apr 2013 - Aug 2014
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Cornerstone Theater Company
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United States
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Performing Arts
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1 - 100 Employee
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Music Composer
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Aug 2010 - May 2014
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ArbiterSports
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United States
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Software Development
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1 - 100 Employee
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Soccer Referee
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May 2009 - Aug 2012
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Education
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University of North Carolina Wilmington
Economics and Operations Management, Junior -
Holly Springs High School
High School Diploma, 9-12