Client Success Associate

Privia Health•Houston, TX

22h•$56,000 - $70,000•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 closely with Operations Consultant teams and internal and client-facing stakeholders to support client success, resolve administrative and IT issues, and help practices use Privia’s processes and technology platforms, including AthenaHealth EHR and Practice Management. The position also supports compliance completion, digital front door initiatives, group purchasing participation, market communications, reporting, project planning, EMR assistance, CRM accuracy, and ongoing projects that benefit the broader market and operational excellence. The role is hybrid, with onsite work at the Houston office on Tuesdays and Thursdays.

Requirements

Bachelor’s degree preferred.
Two or more years of previous healthcare experience preferred, ideally working with physicians and medical group staff.
Experience managing multiple projects while providing exceptional client service.
Experience in a hospital or physician office setting, including knowledge of physician office workflows and processes.
Tech savvy.
Reliable transportation.
Ability to work with stakeholders at different professional levels, including clinic leadership, providers, and senior market leadership.
Must comply with HIPAA rules and regulations.

Nice To Haves

Technical project management experience in a healthcare setting.

Responsibilities

Work with Operations Consultant teams to stay aligned on supporting markers of success for market clients.
Oversee completion of compliance requirements by all required participants.
Collaborate with local and national Privia teams to support clients’ digital front door presence.
Assist with changes, updates, and ongoing issue resolution.
Serve as a communication liaison between clients and internal teams to support prompt responses, resolution, and follow-up.
Provide customer service to physician practices and ensure issues are resolved and clients are satisfied.
Provide regular status updates to the Director of Client Success through operating meetings and other communications.
Maintain working knowledge of Privia processes and technology platforms, including AthenaHealth EHR and Practice Management.
Collaborate with internal and client-facing stakeholders on tracking and resolving administrative and IT issues.
Work with clients to launch participation in available group purchasing options.
Provide professional market updates to clients in the portfolio.
Help 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.