Business Unit:
Bizmatics
Bizmatics, A leading EHR company provides clinical and business productivity software and services to medical practices & multi-specialties. Our cloud-based application, PrognoCIS is a fully-integrated solution comprising EHR, Telemedicine, Practice Management, Medical Billing, RCM, Patient Engagement tools, and more. Built on multi-tier Internet architecture, PrognoCIS EHR supports all major specialties and has fully customizable templates. The integrated architecture supports common databases for all Prognocis products to ensure seamless, real-time information flow between EHR and Billing. PrognoCIS is available both as an ASP service or an in-house Client-Server solution.
Job Description Summary :
The Customer Success Intern role is an entry-level opportunity designed for fresh graduates or final-year students who are interested in starting a career in Customer Success within a SaaS environment.
In this role, the intern will support the Customer Success team in ensuring that PrognoCIS clients have a positive experience while using the platform and receive timely assistance with their requests.
The intern will work closely with the Customer Success Manager (CSM) to assist in monitoring customer engagement, tracking service requests, and coordinating with internal teams such as Support, Implementation, Product, and Finance to help resolve client queries efficiently.
This role provides exposure to customer relationship management, SaaS customer success operations, and healthcare technology workflows. The intern will assist in reviewing customer feedback, monitoring product adoption, supporting account follow-ups, and helping maintain accurate CRM records to ensure smooth communication and service delivery.
Work Mode: office
Shift Timings: 8pm-5am (Night Shift)
Location: Mumbai(Vikhroli)
Roles & Responsibilities:
Assist in reviewing and tracking customer cases and service requests in CRM systems such as HubSpot.
Maintain and update customer account records, notes, and case details in the CRM.
Support the CSM in monitoring customer engagement and platform usage.
Assist with client follow-ups regarding service requests, callable lists, or billing inquiries.
Document customer feedback and commonly reported issues for internal reference.
Support coordination with internal teams such as Support, Product, Implementation, and Finance for customer requests.
Assist in reviewing accounts with outstanding balances and tracking payment follow-ups.
Help prepare basic internal reports and account summaries.
Participate in training sessions to understand product features, workflows, and customer success processes.
Work closely with the Customer Success Manager to complete assigned tasks and maintain clear communication on progress and updates.
Qualifications (For Freshers)
Recently completed or currently pursuing a degree in Computer Science, Information Technology, Biomedical Engineering, Healthcare Informatics, or a related field.
Basic understanding of software applications, SaaS products, or CRM tools is an advantage but not mandatory.
Strong verbal and written communication skills.
Good analytical and organizational abilities with attention to detail.
Ability to learn quickly and work collaboratively in a team environment.
Interest in Customer Success, client relationship management, and healthcare technology.
Skills & Competencies
Strong willingness to learn and grow in a SaaS customer-facing environment.
Good communication and interpersonal skills when interacting with internal teams and clients.
Strong attention to detail when updating CRM records, documenting issues, or tracking cases.
Positive attitude, reliability, and a team-oriented mindset.
Basic problem-solving ability and analytical thinking.
Good time management skills and the ability to manage assigned tasks effectively.
Learning Opportunities
By completing this internship, interns will gain:
Exposure to Customer Success operations in a SaaS healthcare technology company.
Hands-on experience with CRM platforms such as HubSpot.
Understanding of customer lifecycle management, product adoption, and client engagement strategies.
Experience collaborating with cross-functional teams, including Support, Product, and Finance.
Exposure to Electronic Health Record (EHR) systems and healthcare workflows.
Foundational experience that can lead to career paths such as:
