Client Relations Specialist

Call 4 Health•, SC

15h•Remote

About The Position

Call 4 Health is seeking an experienced and proactive Client Relations Specialist to support and manage assigned client relationships, implementation activities, and ongoing account needs. This role will serve as a key point of contact for clients, supporting both onboarding and day-to-day account activity while helping maintain strong relationships, ensure timely follow-through, and identify opportunities to strengthen and expand existing client partnerships. This is a client-facing role that requires professionalism, organization, initiative, and strong communication skills. The Client Relations Specialist will communicate externally with clients and internally with departments across the organization to ensure services are set up properly, client needs are addressed, issues are resolved, and account activity continues moving forward. This role is also responsible for preparing presentations and client-facing materials, supporting outreach and follow-up efforts, maintaining accurate activity within CRM systems, and helping ensure visibility into account status, priorities, and next steps. The ideal candidate will understand healthcare services and be able to speak to Call 4 Health's remote medical call center solutions with confidence. This individual should be self-directed, organized, proactive, resourceful, and able to work with minimal hand-holding while managing multiple priorities and communicating effectively across internal and external teams. The Client Relations Specialist should also demonstrate an understanding of AI agents and AI-enabled workflows and use these tools appropriately to improve efficiency, enhance productivity, assist with reporting and documentation, support communication and workflow organization, and help streamline post-call work and other administrative tasks while maintaining confidentiality, HIPAA/PHI safeguards, data privacy, and company standards.

Requirements

3–5+ years of experience in client relations, account management, client relationship management, implementation support, business development support, or a similar client-facing role.
Experience in healthcare, healthcare services, patient access, call center operations, or outsourced services strongly preferred.
Strong organizational skills with the ability to manage multiple projects, contacts, follow-up items, and priorities at once.
Strong working knowledge of Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, along with Microsoft Teams and other standard business systems and software used in a professional environment.
Strong written and verbal communication skills.
Experience creating presentations, client-facing materials, reports, and professional email communications.
Experience using CRM systems, preferably HubSpot.
Ability to work independently, take initiative, and operate effectively without significant hand-holding.
Ability to think strategically within assigned accounts while also handling day-to-day execution and follow-through.
Strong problem-solving skills and a proactive, solutions-oriented mindset.
Familiarity with AI-powered tools and a willingness to learn and adapt to emerging technologies that support efficiency, communication, reporting, workflow management, and overall business operations.

Nice To Haves

Experience supporting one large account or multiple client accounts with multiple locations, divisions, departments, or related entities.
Familiarity with cloud-based contact center platforms or related technologies, including AWS environments, is a plus.
Familiarity with healthcare contact center operations, remote workforce environments, patient access, nurse triage, scheduling, answering services, or healthcare communication services.
Experience coordinating outreach or account-based campaigns within an existing client relationship.
Common knowledge of EMR software and the call center industry.
Undergraduate degree in Business Management, Healthcare Management, Communications, Marketing, or a related field preferred.
Management or leadership experience preferred.

Responsibilities

Serve as a primary point of contact for assigned clients and related account activity.
Build and maintain strong working relationships with key client contacts and stakeholders.
Maintain regular communication with clients to support relationship growth, visibility, and ongoing engagement.
Serve as a liaison between the client and Call 4 Health and act as the lead point of contact for client requests and account management matters.
Ensure the timely and successful delivery of Call 4 Health solutions and services to clients.
Maintain business relationships with current clients to support a successful long-term partnership.
Keep account activity organized, documented, and moving forward in a timely manner.
Support client onboarding and implementation activities for newly contracted partnerships and existing client expansions.
Coordinate internally with Operations, Performance Development, Billing, Quality Assurance, IT, and other departments to support account needs and service setup.
Help ensure all aspects of each client's requested services are set up, prepared, and communicated for a smooth and successful launch or transition.
Coordinate onsite and offsite meetings, trainings, follow-up items, materials, and internal preparation related to assigned clients.
Research and problem solve client complaints, concerns, or questions using reports, systems, and web portals.
Communicate client updates, needs, priorities, and concerns to leadership and other appropriate internal teams.
Escalate concerns or barriers promptly and help drive solutions.
Identify opportunities to strengthen Call 4 Health's presence within existing client relationships.
Help open doors to additional opportunities within assigned accounts and related client networks.
Support outreach efforts within the existing client ecosystem to generate interest in Call 4 Health's services.
Collaborate with clients regarding service needs, volume, contracts, billing, and additional solutions as appropriate.
Identify clients that may have potential for additional business opportunities.
Support upselling of services and solutions where appropriate during implementation or ongoing account support.
Work closely with leadership and internal teams to help move opportunities forward within assigned accounts.
Develop presentations, account materials, and client-facing content tailored to assigned accounts and client needs.
Assist with targeted email campaigns, outreach efforts, and follow-up communication related to assigned clients.
Maintain accurate and timely records in HubSpot or other CRM systems, including contacts, activity, opportunities, notes, and follow-up items.
Track account activity, engagement, implementation progress, and pipeline movement and provide updates to leadership as needed.
Prepare reports on account status and help ensure account information, outreach efforts, and next steps remain organized and visible.
Produce professional email communications, reporting materials, and documentation to support client management and internal visibility.
Demonstrate willingness and ability to learn and appropriately use AI-powered tools and AI-enabled workflows to support productivity, communication, reporting, workflow organization, documentation, and administrative efficiency.
Use sound judgment when utilizing technology tools to ensure confidentiality, data privacy, HIPAA/PHI safeguards, accuracy, and compliance with company expectations.
Support process improvement efforts that enhance client experience, internal coordination, and operational efficiency.