Client Success Coordinator

Job Summary

Providing operational and administrative support to the Client Success team, the full-time Client Success Coordinator will manage transactional client activities, support small client relationships, and execute routine account management functions in a remote setting.

Key responsibilities

• Serve as the primary contact for a portfolio of low-complexity clients, responding to requests and coordinating issue resolution
• Prepare and distribute client reports, compile data for presentations, and maintain reporting calendars
• Review and coordinate monthly invoicing, track approvals, and assist with client billing inquiries

Required qualifications

• Bachelor's degree in Business, Healthcare Administration, Public Health, or a related field
• 2 to 4 years of experience in customer service, account coordination, healthcare operations, or client support
• Experience with Salesforce and client reporting
• Familiarity with eligibility management and invoicing processes
• Strong organizational and project management skills