Client Success Associate
Skills
Software As A ServiceBusinessCustomer ExperienceCustomer SuccessHealthcareOperational EfficiencyPresentations
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2+ years of experience in client success customer success account management healthcare services employee benefits or a related field
- Demonstrated ability to manage client relationships and deliver a high-quality customer experience
- Strong communication and presentation skills with the ability to interact professionally with a variety of stakeholders
- Experience managing multiple projects deadlines and competing priorities
- Experience using CRM systems reporting tools and business applications
- Ability to analyze information identify trends and communicate insights clearly
- Authorized or able to provide required documents to work in United States or Canada
- Ability to travel occasionally up to 20% for client and company meetings
Nice to have
- Highly organized
- Proactive
- Detail-oriented
- Customer-focused
- Solutions-oriented
- Collaborative
- Adaptable
- Eager to learn
Day to day
- Manage an assigned portfolio of client accounts and nurture strong, professional relationships with stakeholders
- Communicate regularly through meetings, reporting, outreach, and responsive support to help clients achieve their goals
- Monitor account health and proactively coordinate internal teams to resolve risks, address requests, and support renewals
- Prepare client performance updates and presentations while maintaining accurate records, notes, and documentation
- Collaborate cross-functionally to share feedback, improve workflows, and strengthen the overall client experience