Client Success Associate

Privia Health•VA, VA
•$60,000 - $65,000

About The Position

The Client Success Associate manages a portfolio of clients and provides exceptional account management. Working with Operations Consultant teams and other internal groups, the role supports client success, compliance, digital presence, issue resolution, and communication between physician practices and Privia teams. The associate provides customer service to physician practices, shares status and market updates, and reports to the Director of Practice Operations through operating meetings and other communications. The role requires familiarity with Privia processes and technology platforms, including AthenaHealth EHR and Practice Management. It involves supporting administrative and IT issue tracking, group purchasing participation, project planning, reporting, CRM accuracy, sprint planning, and EMR assistance such as schedule template builds, report generation, and updates. The associate also contributes to ongoing projects that support the broader market and operational excellence. Travel required: 20%.

Requirements

  • At least 2 years of previous healthcare experience.
  • Experience managing multiple projects while providing exceptional client service.
  • Experience in a hospital or physician office setting, including knowledge of physician office workflow and processes.
  • 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.
  • Strong interpersonal, client-facing, and communication skills, including the ability to establish and maintain effective relationships with providers, management, clients, and staff.
  • Ability to work collaboratively, perform varied duties, and organize work from planning through execution.
  • Process-oriented approach and ability to see projects through to completion.
  • Ability to express ideas clearly and effectively and motivate listeners to act.
  • Customer-focused approach to conflict and problem resolution.
  • Attention to detail in individual work and oversight of team work products.
  • Ability to work in a fast-paced and changing environment.
  • Self-directed and resourceful.
  • Strong organizational skills and technical aptitude.
  • Professionalism in challenging circumstances.

Nice To Haves

  • Bachelor's degree or equivalent relevant experience.
  • Experience working with physicians and medical group staff.
  • 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 successful completion of compliance requirements by all needed 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 ensure prompt response, resolution, and follow-up.
  • Provide customer service to physician practices, resolving issues and supporting client satisfaction.
  • Provide regular status updates to the Director of Practice Operations 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 issues.
  • Work with clients to launch participation in available group purchasing options.
  • Provide professional market updates to all clients in the portfolio.
  • Support ongoing projects benefiting the broader market and company and contributing to operational excellence.
  • Use technology platforms for reporting, project planning, and EMR assistance, including schedule template builds, report generation, ad hoc EMR updates, project planning software maintenance, CRM accuracy and reporting, and sprint planning.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Pet insurance
  • 401(k)
  • Paid time off
  • Wellness programs
  • Annual bonus targeted at 10%
  • Expense reimbursement for eligible employees who regularly work from home offices
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