Client Success Coordinator

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

📋 Description

• Act as the main day-to-day point of contact for a portfolio of small, low-complexity clients

• Address routine client inquiries and facilitate issue resolution with internal teams

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

• Foster relationships with client contacts, brokers, and consultants

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

• Prepare and circulate recurring client reports

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

• Help monitor performance guarantees and client success metrics

• Aid in the data validation and quality assurance of reports prior to client delivery

• Maintain reporting calendars and ensure the timely submission of contractual reporting requirements

• Oversee incentive reporting and documentation

• Update CRM records and account activities

• 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 status, and follow-up actions

• Assist with resolving client billing inquiries and documenting relevant information

• Keep invoicing records and support contract-related administrative tasks

• Assist in processing eligibility files and troubleshooting routine file issues

• Monitor the completion of client operational requests and service tickets

• Support implementation activities and client transitions as necessary

• Maintain client records within Salesforce and other systems

• Ensure accurate client documentation and meeting records

• Assist in preparation for renewals through data collection and coordination

• Help develop client communication plans, onsite events, table sits, and engagement activities

• Contribute to the creation of marketing materials for clients

• Identify areas to enhance workflow efficiency and standardize processes

⛳️ 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

• Preference for candidates with experience in healthcare, benefits, consulting, or population health

• Salesforce experience is preferred

• Experience with eligibility management, invoicing, or client reporting is a plus

• Background in supporting external clients or customer accounts is preferred

• Strong organizational and project management abilities

• Exceptional written and verbal communication skills

• Intermediate proficiency in Microsoft Office products, particularly Excel and PowerPoint

• Experience with CRM systems and reporting tools is advantageous

🏝️ Benefits

• Recognized as a Great Place to Work® certified employer

• Emphasis on a value-based healthcare model aimed at enhancing the healthcare experience

• A culture that is inclusive and built on trust, allowing all employees to thrive