Client Success Administrator

Propio•Overland Park, KS

About The Position

Client Success Administrator Own Your Impact. At Propio, we don't believe careers happen to people. We believe people create them. Here, you're trusted to make decisions, challenge assumptions, drive innovation, and shape outcomes. Your success is not limited by hierarchy or tenure. It's fueled by your ambition, your curiosity, and your willingness to own your impact. If you're looking for a role where you can simply maintain the status quo, this probably isn't it, but if you're looking for a place where your ideas matter, your growth is accelerated, and your work creates meaningful impact across the world, we'd love to talk. Why Propio? Every day, communication changes lives. A patient receives care they otherwise couldn't access. A family gains critical information. A business connects with a customer. A community becomes more inclusive. These moments happen because barriers are removed. And behind those moments are Propio team members who show up every day to solve problems, innovate, and build the future. This isn't just work. This is world impact. What You'll Own As a Client Success Administrator (CSA) , you'll have the opportunity to make a meaningful contribution to the continued growth and transformation of Propio. You'll be empowered to: Take ownership of important initiatives and outcomes. Drive meaningful business results. Influence decisions and contribute new ideas. Partner with talented, high-performing team members. Challenge yourself through continuous learning and growth. Help shape the future of a rapidly growing organization. The Client Success Administrator (CSA) serves as a critical operational partner to the Client Success, Implementation, Billing, and Finance teams. This role is responsible for ensuring accurate client setup, billing readiness, invoice integrity, case management and documentation, and operational support throughout the client lifecycle. The CSA acts as the bridge between client-facing teams and internal departments, helping drive revenue accuracy, process consistency, and an exceptional client experience. The ideal candidate is highly organized, detail-oriented, analytical, and comfortable managing multiple priorities in a fast-paced environment.

Requirements

2+ years of experience in client support, customer success operations, billing administration, account management, or a related field.
Experience using CRM platforms, preferably Salesforce.
Strong attention to detail with a focus on accuracy and data integrity.
Excellent organizational, time management, and prioritization skills.
Strong verbal and written communication skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Proficiency with Microsoft Office Suite, including intermediate to advanced Excel skills.
Strong analytical and problem-solving abilities with the ability to identify process improvements.
Ability to collaborate effectively across Client Success, Implementation, Finance, Billing, Collections, and Operations teams.
Customer-focused mindset with a commitment to delivering high-quality service and operational excellence.

Nice To Haves

Experience with workflow automation tools and process improvement initiatives.
Advanced proficiency in Microsoft Excel, including PivotTables, VLOOKUP/XLOOKUP, and data analysis.
Advanced Salesforce experience.
Experience supporting invoicing, accounts receivable, collections, or revenue operations processes.
Experience working in a high-growth, client-service-focused environment.

Responsibilities

Manage client account administration activities, ensuring accuracy of client data, documentation, and system records.
Support the client onboarding and implementation process by coordinating requirements, tracking milestones, and facilitating successful handoffs to operational teams.
Review, validate, and reconcile billing data to ensure accurate invoicing and timely issue resolution.
Investigate and resolve billing inquiries, discrepancies, and service-related requests in partnership with internal stakeholders.
Maintain client account documentation to support operational readiness and audit requirements.
Create, manage, and monitor cases within Salesforce, ensuring requests are complete, properly routed, and resolved within established service levels.
Collaborate with Client Success, Implementation, Finance, Billing, Collections, and Operations teams to resolve client and operational issues.
Prepare recurring reports, dashboards, and analyses to support business decisions, operational performance, and revenue accuracy.
Conduct internal account reviews and identify opportunities to improve processes, workflows, and data integrity.
Serve as a trusted operational resource for Client Success Managers by providing administrative support that enhances client satisfaction and operational efficiency.