Customer Success Specialist

Job Summary

To deliver exceptional support to clients, the remote Customer Success Specialist will manage onboarding processes, maintain clear communication throughout the client journey, and ensure client satisfaction while handling a caseload of 25 or more accounts.

Key responsibilities

• Assist with onboarding new clients by coordinating meetings and tracking documentation
• Participate in client calls, document action items, and ensure stakeholders are informed
• Monitor client account health and escalate concerns to internal teams as necessary

Required qualifications

• At least 3 years of experience in medical billing, A/R management, or client onboarding, preferably in behavioral health
• Previous experience supporting Spravato and/or ketamine treatment programs
• Solid knowledge of professional medical billing workflows; experience in behavioral health billing is preferred
• Familiarity with platforms such as CollaborateMD and Kipu EMR is a strong plus
• Proficiency with Microsoft Office, especially Outlook, Word, and Excel