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 carrying out routine account management functions. The role is a development path toward a Client Success Manager position and helps ensure 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 with recurring tasks, documentation, follow-up coordination, and 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; or an equivalent combination of education and experience.
- 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 meeting notes, tracking action items, and sending follow-up communications.
- Maintain positive 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 presentation by the Client Success Manager.
- Assist in tracking performance guarantees and client success metrics.
- Validate data and perform quality assurance on reports before client delivery.
- Maintain reporting calendars and ensure timely delivery of contractual reporting requirements.
- Coordinate incentive reporting and documentation.
- Update CRM records and account activities.
- Review monthly invoices for accuracy and completeness before distribution to clients.
- Coordinate invoice corrections with Finance and Operations teams.
- Track invoice approvals, payment status, and follow-up activities.
- Assist with reconciliation of client billing questions and documentation.
- Maintain invoicing records and support contract-related administrative activities.
- Support eligibility file processing and troubleshoot routine file issues.
- Monitor completion of client operational requests and service tickets.
- Assist with implementation activities and client transitions as needed.
- Maintain client records within Salesforce and other systems.
- Maintain accurate client documentation and meeting records.
- Support renewal preparation through data gathering and coordination.
- Assist with client communication plans, onsite events, table sits, and engagement activities.
- Assist with creating marketing collateral for clients.
- 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
