Client Success Specialist, Clinical and Safety Solutions

ECRI • Whitemarsh Township, PA

6d • $62,909 - $70,458 • Remote

About The Position

The Client Success Specialist plays a vital support role within the Client Success and Sales teams, helping to ensure smooth operations across the sales funnel and client lifecycle. This position is responsible for managing inbound sales inquiries, assisting with funnel management, updating CRM records, and coordinating with internal departments and subject matter experts (SMEs). The Specialist contributes to client satisfaction and operational efficiency by supporting sales activities, client onboarding, and internal communications.

Requirements

• Minimum: 5 years’ experience in a customer-focused healthcare environment preferred
• Preferred – Three years of relevant work experience in a health care system, including leadership or coordination of teams, programs, quality improvement, analysis or operations.
• Understanding of sales process, metrics, and client relationship management tools
• Must be process-driven and detail-oriented
• Background in client service, client relationship management, and sales
• Outstanding communication and organizational skills
• Ability to solve problems, with critical thinking, judgment, and strong decision-making skills
• Minimum of Bachelor’s degree with Master’s preferred or equivalent experience
• Proficient with Microsoft Office 365 Suite of products (e.g., Word, Excel, and PowerPoint) and client relationship management tools.

Responsibilities

• Sales Funnel & Inbound Management Accept and process all inbound sales inquiries, ensuring timely and accurate follow-up.
• Assist in managing the sales funnel, tracking client progress from initial interest through contract execution.
• Support the Strategic Account Manager and Sales Consultants in executing sales strategies and client engagement plans.
• CRM & Data Management Maintain and update client records in the CRM system to ensure data accuracy and visibility across teams.
• Track client interactions, status updates, and key milestones to support reporting and performance tracking.
• Cross-Functional Collaboration Engage with internal departments and SMEs to coordinate client communications, demos, and onboarding activities.
• Facilitate smooth handoffs between Sales, Client Success, Client Engagement, Subject Matter Experts, Legal, Implementation and other teams to ensure continuity and client satisfaction.
• Client Engagement Support Assist in preparing materials for client meetings, presentations, and Business Reviews.
• Help document action items and follow-up strategies from client engagements.
• Support marketing and prospecting efforts as needed, including outreach campaigns and event coordination.
• Operational & Administrative Support Perform various sales-related administrative duties, including scheduling, documentation, and reporting.
• Monitor client health indicators and escalate concerns to the Client Success Manager as appropriate.
• Contribute to the development of client-facing materials, case studies, and internal process improvements.
• Other duties, as assigned

Benefits

• Comprehensive healthcare benefits: We offer medical, dental, vision, life insurance, accidental death and dismemberment, and disability coverage.
• Retirement Savings: Our employees can participate in an employer-matching 403(b) Retirement Savings Plan.
• ECRI offers additional benefits to our employees, including paid time off and holiday pay, paid leave for parents, tuition assistance, employee assistance program, access to LinkedIn Learning, and other voluntary benefit programs (e.g. accident insurance, identify theft insurance, flexible spending accounts).
• All employees are provided 16 hours annually of paid time to volunteer at preapproved ECRI Cares charities during normal business hours.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level