Client Delivery Specialist

Personify Health•Remote,

About The Position

Post-implementation is where client satisfaction is won or lost—when the excitement of launch transitions into daily operations and clients discover whether we deliver on our promises. As our Client Delivery Specialist, you'll own this critical phase, coordinating client requirements, resolving technical support issues, and ensuring cross-functional teams execute deliverables seamlessly. You'll partner with Finance, Implementation, Client Operations, Member Services, Product, and Live Services teams to translate client needs into operationally efficient solutions. Your ability to monitor issue resolution proactively, manage client communications consistently, and maintain strong internal relationships directly determines whether clients experience smooth ongoing service or frustrating operational gaps.

Requirements

Bachelor's degree or equivalent preferred (healthcare, health science, wellness, customer service, business management, operations, logistics)
1-3+ years professional experience in operations/logistics, customer service, customer management, software implementation, or project management
Proficiency with Microsoft Suite (Word, Excel, PowerPoint, Outlook, Teams, OneDrive)
Working knowledge of Salesforce, GenAdmin, Gainsight, MicroStrategy, JIRA, Confluence
Strong analytical and problem-solving capabilities with ability to identify and resolve operational issues

Nice To Haves

Previous SaaS, health/wellness, or healthcare industry experience preferred
Previous Salesforce experience preferred

Responsibilities

Coordinate client requirements: Document, submit, track, communicate, and monitor client program requirements post-implementation while helping clients match needs with operationally efficient delivery options.
Build cross-functional partnerships: Partner with internal teams across Finance, Implementation, Client Operations, Member Services, Product, DSR, and Live Services to execute client deliverables and provide agreed reporting from internal tools.
Support member services: Resolve client-specific information needs, update training for agents, and complete documentation to enhance service delivery quality.
Monitor issue resolution: Proactively track satisfactory resolution of client technical support issues by appropriate internal teams while maintaining working knowledge of significant tools and systems.
Manage client communications: Coordinate with internal teams to provide timely updates on client needs and ensure consistent communication throughout the client lifecycle.