Client Success Coordinator

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

📋 Description

• Act as the main point of contact on a daily basis for a portfolio of small, low-complexity clients.

• Address routine client inquiries and facilitate issue resolution in collaboration with internal stakeholders.

• Assist in client meetings by developing agendas, taking meeting notes, tracking action items, and managing follow-up communications.

• Foster relationships with client contacts as well as brokers or consultants.

• Elevate strategic, contractual, or at-risk client issues to the designated Client Success Manager.

• Prepare and circulate regular client reports.

• Gather utilization, engagement, operational, and clinical data for presentation by the Client Success Manager.

• Help monitor performance guarantees and client success metrics.

• Support data validation and quality assurance of reports prior to client delivery.

• Keep reporting calendars updated and ensure timely fulfillment of contractual reporting obligations.

• Coordinate incentive reporting and documentation.

• Update CRM records and account activities accordingly.

• Review monthly invoices for accuracy and completeness before distribution to clients.

• Collaborate with Finance and Operations teams to coordinate invoice corrections.

• Track invoice approvals, payment statuses, and follow-up activities.

• Assist in reconciling client billing inquiries and documentation.

• Maintain invoicing records and support activities related to contract administration.

• Provide support for eligibility file processing and resolve routine file issues.

• Oversee the completion of client operational requests and service tickets.

• Assist with implementation activities and client transitions as necessary.

• Keep client records updated within Salesforce and other systems.

• Ensure accurate client documentation and meeting records are maintained.

• Aid in renewal preparation by gathering data and coordinating efforts.

• Support client communication strategies, onsite events, table sits, and engagement activities.

• Assist in creating marketing materials for clients.

• Identify opportunities to enhance workflow efficiency and standardize procedures.

⛳️ Requirements

• Bachelor’s degree in Business, Healthcare Administration, Public Health, or a related field, along with 2 to 4 years of experience in customer service, account coordination, healthcare operations, benefits administration, or client support, or an equivalent combination of education and experience.

• Preferably have experience in healthcare, benefits, consulting, or population health.

• Salesforce experience is preferred.

• Experience with eligibility management, invoicing, or client reporting is preferred.

• Prior experience supporting external clients or managing customer accounts is preferred.

• Strong organizational and project management abilities.

• Excellent written and verbal communication skills.

• Intermediate proficiency in Microsoft Office applications, particularly Excel and PowerPoint.

• Familiarity with CRM systems and reporting tools is desirable.

🏝️ Benefits

• Great Place to Work® certified inclusive, high-trust culture.