Client Advocate

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

📋 Description

• Act as the primary liaison for clients, ensuring their needs are promptly heard and addressed.

• Understand clients' requirements and expectations for success to foster trust, enhance satisfaction, and bolster loyalty.

• Address client issues swiftly to minimize disruptions that could negatively affect their work.

• Keep clients updated with pertinent educational information and tips from HealthMark.

• Oversee and monitor client satisfaction within HubSpot to avert dissatisfaction or potential loss of accounts.

• Record and manage client meetings, critical discussions, and reported issues in HubSpot.

• Track all actions taken regarding requests for information in MedRelease.

• Maintain a robust understanding of MedRelease and EMR request routing to maximize client utilization of services.

• Facilitate communication between clients and cross-functional teams to support the delivery of contracted Release of Information services and resolve any issues.

• Advocate for the client's perspective within HealthMark to enhance client retention and satisfaction.

⛳️ Requirements

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

• Strong communication skills (both verbal and written) that reflect a high level of professionalism and positivity.

• Proficient in cross-functional collaboration and communication.

• Excellent organizational skills; capable of guiding the appropriate resources to ensure timely and successful completion of onboarding and projects.

• Receptive to coaching and feedback.

• Self-motivated and disciplined; able to work independently while keeping individual and team goals in focus.

• Maintains a positive attitude and a systematic approach to work, ensuring client satisfaction, and demonstrating eagerness to learn.

• Proficient in Microsoft applications, including Excel; ideally with CRM experience.

• Willingness to travel 10% for in-person client meetings and company or team-mandated events.

• Must comply with all HIPAA regulations and organizational privacy and security policies.

• Timely completion of all mandatory company-sponsored and regulatory training programs.

🏝️ Benefits

• Opportunity to travel 10% for in-person client meetings and company or team-mandated events.