Client Success Coordinator
About The Position
The Client Success Coordinator provides operational and administrative support to the Client Success team by managing transactional client activities, supporting small client relationships, and performing routine account management functions. The position is a development path into a Client Success Manager role and ensures timely completion of reporting, invoicing, eligibility, and client service activities. The coordinator is the primary contact for a portfolio of low-complexity clients and supports Client Success Managers by managing recurring tasks, maintaining documentation, coordinating follow-up, and providing a high-quality client experience.
Requirements
- Bachelor’s degree in Business, Healthcare Administration, Public Health, or a related field, and 2 to 4 years of customer service, account coordination, healthcare operations, benefits administration, or client support experience; equivalent combinations of education and experience are also accepted.
- Strong organizational and project management skills.
- Excellent written and verbal communication skills.
- Intermediate proficiency with Microsoft Office products, especially Excel and PowerPoint.
- Experience working with CRM systems and reporting tools.
Nice To Haves
- Healthcare, benefits, consulting, or population health experience.
- Salesforce experience.
- Experience with eligibility management, invoicing, or client reporting.
- Experience supporting external clients or customer accounts.
Responsibilities
- Serve as the primary day-to-day contact for a portfolio of small, low-complexity clients.
- Respond to routine client requests and coordinate issue resolution with internal stakeholders.
- Support client meetings by developing agendas, recording notes, tracking action items, and sending follow-up communications.
- Maintain relationships with client contacts, brokers, and consultants.
- Escalate strategic, contractual, or at-risk client matters to the assigned Client Success Manager.
- Prepare and distribute recurring client reports; compile utilization, engagement, operational, and clinical data for CSM presentations.
- Assist with tracking performance guarantees and client success metrics, and validate reports for quality before client delivery.
- Maintain reporting calendars and ensure timely contractual reporting; coordinate incentive reporting and documentation.
- Update CRM records and account activities.
- Review monthly invoices for accuracy and completeness before distribution, coordinate corrections, track approvals and payment status, and assist with billing questions and reconciliation.
- Maintain invoicing records and support contract-related administrative activities.
- Support eligibility file processing and troubleshoot routine file issues.
- Monitor client operational requests and service tickets; assist with implementation activities and client transitions as needed.
- Maintain client records in Salesforce and other systems, along with accurate client documentation and meeting records.
- Support renewal preparation through data gathering and coordination.
- Assist with client communication plans, onsite events, table sits, engagement activities, and creation of client marketing collateral.
- Identify opportunities to improve workflow efficiency and standardize processes.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
