Solutionreach is focused on delivering technology and expertise to deliver better care and build a more profitable practice. We show practices how to improve the patient experience and connect with patients in the way they want to connect.


  • Maintains Salesforce and the Solutionreach platform by entering new and updated customer and account information.

  • Prepares forms for computer entry by compiling and sorting information.

  • Establishes entry priorities.

  • Processes customer documents by reviewing data for deficiencies.

  • Resolves deficiencies by using standard procedures or returning incomplete documents to the SR Intake Success Coach for resolution.

  • Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data.

  • Tests customer and account system changes

  • Maintains operations by following policies and procedures and reporting needed changes.

  • Maintains customer confidence and protects operations by keeping information confidential.

  • Contributes to team effort by accomplishing related results as needed.

  • Proper Grammar usage

  • Attention to Detail

  • Exceptional writing, reading, and proofreading skills


  • Have experience in the field of technology

  • Professional experience in a call center environment

  • Demonstrate strong written and verbal communication skills in English

  • Be proficient and experienced in Windows workstation and server environments

  • Places high value on customer success, working with both internal and external customers

  • Prior consultant experience in assisting customers to utilize software effectively

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