Client Success Representative II

Job Summary

Focusing on maximizing account performance and client retention, the fully remote Client Success Representative II will manage client inquiries, support account management processes, and provide coaching to junior team members.

Key responsibilities

• Actively contribute to team activities within the Point of Delivery (POD) structure to promote efficient operations
• Resolve client inquiries via phone and email, demonstrating strong judgment and prioritization in handling complex issues
• Track and analyze communication trends to provide actionable feedback for service delivery improvements

Required qualifications

• Associate's degree in Business Administration, Healthcare, or a related field, or high school diploma with comparable work experience
• Experience in healthcare, healthcare billing, or a third-party environment
• Working knowledge of company operations and cross-functional department processes
• Strong understanding of confidentiality requirements and HIPAA regulations
• Proficiency in Microsoft Office programs, with a preference for experience in Microsoft Excel