Client Success Associate

Privia Health•Houston, TX

1d•Hybrid

About The Position

The Client Success Associate manages a portfolio of clients in the Texas market and provides account management and customer service to physician practices. The role works with Operations Consultant teams and internal Privia teams to support client success, compliance, digital front door presence, issue resolution, and operational excellence. The position is hybrid, with onsite work at the Houston office on Tuesdays and Thursdays. The associate uses Privia’s processes and technology platforms, including AthenaHealth EHR and Practice Management, to assist clients and support reporting, project planning, EMR updates, CRM accuracy, and sprint planning. The role also contributes to ongoing projects that benefit the broader market and company. The posted base salary range is $56,000 to $70,000, with eligibility for an annual bonus targeted at 10%.

Requirements

Manage multiple projects while providing exceptional client service.
Be tech savvy.
Have reliable transportation.
Ability to work with stakeholders at different professional levels, including clinic leadership, providers, and senior market leadership.
Comply with HIPAA rules and regulations.

Nice To Haves

Bachelor’s degree preferred.
Two or more years of previous healthcare experience preferred, ideally working with physicians and medical group staff.
Technical project management experience in a healthcare setting preferred.
Experience in a hospital or physician office setting, including knowledge of physician office workflow and processes.

Responsibilities

Work with Operations Consultant teams to stay aligned on supporting markers of success for market clients.
Oversee successful completion of compliance requirements by all required participants.
Collaborate with local and national Privia teams to support clients’ digital front door presence, including changes, updates, and issue resolution.
Serve as a communication liaison between clients and internal teams to help ensure timely responses, resolutions, and follow-up.
Provide customer service to physician practices and resolve issues to support client satisfaction.
Provide regular status updates to the Director of Client Success through operating meetings and other communications.
Maintain familiarity with Privia processes and technology platforms, including AthenaHealth EHR and Practice Management.
Collaborate with internal and client-facing stakeholders to track and resolve administrative and IT-related issues.
Work with clients to launch participation in available group purchasing options.
Communicate key market updates professionally to clients in the portfolio.
Assist with ongoing projects that benefit the broader market and company and contribute to operational excellence.
Use technology platforms for reporting, project planning, and EMR assistance, including schedule template builds, report generation, ad hoc EMR updates and changes, project-planning software maintenance, CRM accuracy and reporting, and sprint planning.
Perform other duties as assigned.