Client Success Representative

Job Summary

The Client Success Representative is responsible for focusing on maximizing account performance and client retention by providing guidance and support related to the client account. This position manages and responds to client and internal needs and helps drive the account management and customer service model by identifying strategic needs for the department and by providing coaching and guidance to other team members.

Major Responsibilities/Activities

• Answer and resolve or route Client Success phone calls in an efficient and timely manner.
• Answer and resolve or route Client Success emails from clients and internal staff in an efficient and timely manner.
• Detect caller patterns/trends and provide appropriate feedback to Client Success leadership in order to reduce or prevent future problems.
• Identify and communicate call and email trends and present data to Client Success team for use in Client Business Reviews and internal schedule management.
• Work closely with Client Success leadership to design processes and recommend improvements for better team support and improvement of the client experience.
• Facilitate timely communication and follow-up.
• Lead and participate in various projects as needed.
• Calling efforts for items that need to be addressed with clients quickly.
• Documenting requests for audits or other similar requests.
• Collaborating with Client Success Executives as needed when issues arise.
• Generating regularly scheduled or ad-hoc reports as needed.
• Assist Client Success leadership with schedule management.
• Serve as primary account manager in emergency and/or unexpected situations such as inclement weather.
• Project manage the company wind-down process.
• Conduct all job tasks duties phone calls and interactions with in accordance with company policies and applicable government regulations.
• Consistently support and demonstrate the company mission and values.
• Provide backup support to other departments as directed.
• Completion of and/or involvement with special projects.
• Participation in relevant meetings and company-sponsored events.
• Provides coaching and training to Client Success backup/support staff members.
• Work with designated accounts and provide account insights and recommendations to maximize performance.
• Proficiency in English is necessary for job-related communication including understanding policies writing correspondence and engaging with colleagues or clients.
• Perform other duties as assigned.

Required Education Skills & Experience

• Associates degree in Business Administration Healthcare or related field or high school diploma with comparable work experience.
• Experience with healthcare or healthcare billing and/or third-party environment.
• Working knowledge of company operations and companywide department functions.
• Demonstrates strong customer service skills.
• Excellent written verbal and telephone communication skills.
• Ability to collaborate and work effectively across functional lines.
• Highly organized with ability to manage time multitask and prioritize work well.
• High level of accuracy with attention to detail and deadlines.
• Strong sense of privacy of confidential information.
• Willing and able to adapt to changes in work environment procedures priorities and job duties.
• Strong work ethic with the ability to identify what needs to be done complete tasks and meet deadlines with little supervision.
• Firm understanding of Medicare Medicaid insurance liability and tertiary payment methods.
• Strong demonstrated knowledge of HIPAA requirements and regulations.
• Ability to learn understand and work within specific client requirements.
• Strong data entry skills.
• Working knowledge of Microsoft Office programs.

Preferred Education Skills & Experience

• Customer Service experience.
• Proficiency in Excel and other business applications.

Working Environment

• The on-site office environment is a controlled indoor setting with minimal exposure to adverse conditions.
• Noise levels in the office are typically moderate and consistent with a standard office setting.

Physical Requirements

• Sitting: frequent and prolonged periods of sitting at a desk while working on a computer.
• Communication: frequent and prolonged periods of speaking listening reading and writing.
• Fine motor skills: frequent use of hands for typing and operating a computer mouse.
• Movement: occasional walking and climbing of stairs; limited bending kneeling lifting and carrying of office-related items.

Employees must be able to perform the essential functions of this position. Reasonable accommodations will be provided to qualified individuals with disabilities as needed to support their ability to perform these essential functions. If you require an accommodation for this position or to participate in the application process please contact HR at

Pay range: $20.00-$25.00/hour with final compensation based on the candidates qualifications experience and business needs. Individuals in this role are eligible to participate in a discretionary bonus plan and a comprehensive benefit package including a retirement plan health coverage and paid time off. Visit to explore our total rewards package.