Client Advocate

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

📋 Description

• Act as the primary point of contact for designated clients, ensuring their needs are promptly acknowledged and addressed.

• Grasp clients’ requirements and expectations, fostering trust, enhancing satisfaction, and reinforcing loyalty.

• Accelerate the resolution of client concerns to reduce friction or disruption.

• Keep clients updated with pertinent HealthMark educational materials and tips.

• Oversee and monitor client satisfaction utilizing HubSpot.

• Document and track client meetings, significant conversations, and reported issues within HubSpot.

• Log actions taken regarding requests for information in MedRelease.

• Maintain a thorough understanding of MedRelease and EMR request routing to maximize client engagement with services.

• Facilitate communication between clients and cross-functional teams to ensure the effective delivery of contracted Release of Information services.

• Expedite the resolution of client issues and inquiries.

• Assist in the timely and successful completion of onboardings and projects.

• Fulfill role requirements, achieve individual success metrics, and meet client retention and satisfaction goals.

⛳️ Requirements

• A college degree or a minimum of 3 years of experience in managing client accounts.

• Strong verbal and written communication skills, showcasing professionalism and a positive attitude.

• Proficiency in cross-functional collaboration and communication.

• Excellent organizational skills with the ability to coordinate resources for efficient onboarding and project success.

• Willingness to accept coaching and feedback.

• Capable of working independently while maintaining focus on individual and team objectives.

• Ability to stay positive and composed when facing challenges, work methodically, and learn swiftly.

• Familiarity with Microsoft applications, including Excel.

• Ideally, experience with CRM systems is preferred.

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

🏝️ Benefits

• Opportunity for remote work.

• Potential travel for in-person client meetings and company or team-mandated events.