Client Advocate

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary contact for designated clients and swiftly respond to their requirements.

• Comprehend client expectations and needs to foster trust, satisfaction, and loyalty.

• Accelerate resolution of client issues to minimize friction and adverse effects.

• Provide clients with pertinent HealthMark educational materials and advice.

• Oversee and monitor client satisfaction using HubSpot.

• Record and track client meetings, significant discussions, and reported concerns in HubSpot.

• Log actions taken regarding information requests in MedRelease.

• Possess a robust understanding of MedRelease and EMR request routing to enhance client service utilization.

• Act as a conduit between clients and cross-functional teams to facilitate the delivery of contracted Release of Information services.

• Guarantee prompt and effective resolution of client issues.

• Assist in client retention, satisfaction, engagement, and ensure successful onboarding and project execution.

⛳️ Requirements

• Bachelor’s degree or a minimum of 3 years of experience managing client accounts.

• Strong verbal and written communication skills that reflect professionalism and a positive attitude.

• Proficiency in cross-functional teamwork and communication.

• Excellent organizational skills with the ability to coordinate resources for onboarding and projects.

• Willingness to accept coaching and constructive feedback.

• Capacity to work autonomously while maintaining focus on both individual and team objectives.

• Ability to maintain a positive and composed demeanor in challenging situations.

• Methodical work approach and a desire to learn.

• Familiarity with Microsoft applications, particularly Excel; CRM experience is preferred.

• Willingness to travel 25% for face-to-face client meetings and company or team-mandated events.

• Comprehensive understanding of confidentiality standards.

• Compliance with HIPAA regulations and organizational privacy and security policies.

• Prompt completion of company-sponsored and regulatory training programs.

🏝️ Benefits

• Flexible remote work arrangement.

• Opportunities for travel to attend in-person client meetings and company or team-mandated events.