Client Success Associate

Privia Health•Houston, TX
•$56,000 - $70,000•Hybrid

About The Position

The Client Success Associate is responsible for managing a portfolio of clients and providing exceptional account management in our TX Market. This individual will also help with projects on an ongoing basis that benefit the broader market, company, and contribute to operational excellence. They will leverage available technology platforms for reporting needs, project planning, and providing EMR assistance to clients (schedule template builds, building and generating reports as applicable, ad hoc EMR updates and changes, updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning).

Requirements

  • Bachelor's degree preferred
  • 2+ years of previous healthcare experience preferred, ideally working with physicians and medical group staff
  • Managed multiple projects while providing exceptional client service
  • Technical project management in a healthcare setting is preferred
  • Experience in hospital or physician office setting including knowledge of physician office workflow and processes
  • Tech Savvy
  • Must possess reliable transportation
  • Ability to work with different professional levels of stakeholders to include clinic leadership, providers, and senior market leadership
  • Must comply with HIPAA rules and regulations

Responsibilities

  • Work with the Operations Consultant teams to remain closely aligned on supporting markers of success for market clients
  • Oversee the successful completion of compliance requirements by all needed participants
  • Collaborate with other Privia teams, both locally and nationally, to drive the success of the clients digital front door presence.
  • Assist with changes, updates, and ongoing issue resolution
  • Serve as a communication liaison between clients and our internal teams to ensure prompt response, resolution and follow up as needed
  • Provide top-notch customer service to physician practices to ensure issues are resolved and clients are satisfied
  • Provide regulate status updates to the Director of Client Success via regular operating meetings and one-off communications
  • Be well versed on Privia’s processes and technology platforms (includes our AthenaHealth EHR and Practice Management platform)
  • Collaborate with Key stakeholders, both internally and client facing, as it relates to administrative and IT related issue tracking and resolution
  • Work closely with clients to launch participation in available group purchasing options
  • Provide key market updates via professional communications to all clients in the portfolio
  • Leverage available technology platforms for reporting needs, project planning, and providing EMR assistance to clients (schedule template builds, building and generating reports as applicable, ad hoc EMR updates and changes, updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning)
  • Other duties as assigned

Benefits

  • Annual bonus targeted at 10%
  • Expense reimbursement for remote work internet costs
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