Client Success Associate

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

📋 Description

• Foster client trust and loyalty by understanding their business objectives and assisting Client Success Managers in aligning CertifyOS solutions with client goals.

• Act as the primary point of contact for daily client inquiries, ensuring prompt responses and escalating complex issues when necessary.

• Support client initiatives by monitoring tasks, timelines, and deliverables.

• Track client health indicators, identify at-risk accounts, and aid in the implementation of retention strategies.

• Acquire a comprehensive understanding of CertifyOS's platform to assist clients in navigating features and addressing common queries.

• Gather and organize client feedback, sharing insights with Client Success, product, and development teams.

• Assist in preparing and delivering training sessions, webinars, and support materials.

• Compile, maintain, and report on operational and performance metrics, and support client-facing updates.

• Work collaboratively with sales, implementation, operations, and product teams to ensure a smooth client journey and timely resolution of issues.

⛳️ Requirements

• Minimum of 1 year of experience in client success, customer support, account coordination, or a similar role.

• Internship experience or a keen interest in health tech and SaaS is a plus.

• Excellent organizational and time-management capabilities.

• Ability to manage multiple tasks and priorities in a dynamic environment.

• Proactive, problem-solving attitude and a desire to learn.

• Capability to support multiple accounts while ensuring a positive client experience.

• Comfortable working with data and basic analytics tools like Excel and Google Sheets.

• Strong written and verbal communication skills.

• Interest in enhancing client-facing and presentation skills.

• Team-oriented mindset with a willingness to collaborate across cross-functional teams.

• Bachelor’s degree in business, healthcare, or a related field, or equivalent practical experience.

• Must be legally authorized to work in the country where the position is based.

• Comfortable working eastern hours: 5:00 PM IST to 3:00 AM IST.

🏝️ Benefits

• Full coverage of health, dental, and vision insurance premiums for employees.

• Unlimited PTO for the US-based team, with a minimum of two weeks off each year to recharge.

• Health insurance coverage for employees in India.

• Statutory leave benefits available in India.

• Additional wellness (menstrual) leave for women in India.