Client Success Associate

CertifyOS; Bengaluru; On-site; INR 600,000 - 800,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Wellness leave

Job summary

CertifyOS in Bengaluru is seeking a motivated Client Success Associate to help build trust with clients, respond to inquiries, and coordinate projects across cross-functional teams.

You will monitor client health, gather feedback, support training, and track KPIs to ensure a smooth journey from onboarding to renewal. 1+ year in health tech or SaaS, strong communication, and a collaborative mindset are essential.

Qualifications

• 1+ years of experience in client success, customer support, account coordination, or related role.
• Strong organizational and time-management skills in a fast-paced environment.
• Proactive, problem-solving mindset with willingness to learn in a dynamic setting.
• Ability to support multiple accounts while delivering a positive client experience.
• Comfort with data and basic analytics tools to track metrics and trends.
• Strong written and verbal communication; collaborative and cross-functional teamwork.
• Bachelor's degree in business, healthcare, or related field, or equivalent experience.

Responsibilities

• Support Client Relationships: learn clients' objectives and align Certify's solutions to goals.
• Respond to Client Inquiries: first point of contact and escalate complex issues as needed.
• Coordinate Client Projects: track tasks, timelines, and deliverables to stay on schedule.
• Support Retention Efforts: monitor client health indicators and assist retention strategies.
• Build Product Knowledge: develop familiarity with Certify's platform to assist clients.
• Gather Client Feedback: collect and share insights with success, product, and development teams.
• Assist with Training and Resources: prepare and deliver training sessions and materials.
• Track KPIs: gather and report key metrics and client-facing updates.
• Collaborate Cross-Functionally: work with sales, implementation, ops, and product teams.

Skills

Communication skills

Organizational skills

Time management

Problem solving

Team collaboration

Education

Bachelor's degree in business, healthcare, or related field

Tools

Excel

Google Sheets

Job description

About CertifyOS

CertifyOS is building the data infrastructure that powers modern healthcare.

Today, healthcare organizations rely on fragmented and outdated provider data. This creates unnecessary administrative work, regulatory risk, and higher costs across the system. We’re solving that problem.

Our API-first platform automates provider licensing, enrollment, credentialing, and network monitoring by connecting directly to hundreds of primary data sources. We help healthcare organizations maintain accurate, compliant, and reliable provider networks at scale.

Our vision is simple: One API. One provider ID. Frictionless provider data.

We’re backed by leading investors and built by a team with deep experience in provider data systems. At CertifyOS, we value authenticity, accountability, collaboration, results, and openness to feedback. We’re building a high-ownership team focused on solving real infrastructure problems that impact millions of patients.

What You'll Do

• Support Client Relationships: Help build trust and loyalty by learning clients' business objectives and supporting Client Success Managers in aligning Certify's solutions to their goals

• Respond to Client Inquiries: Serve as a first point of contact for day-to-day client questions, providing timely, helpful responses and escalating complex issues as needed

• Coordinate Client Projects: Assist in the execution of client initiatives by tracking tasks, timelines, and deliverables to keep projects on schedule

• Support Retention Efforts: Monitor client health indicators, flag at-risk accounts to senior team members, and help implement strategies to keep clients engaged and satisfied

• Build Product Knowledge: Develop a strong working knowledge of Certify's platform to help clients navigate features and answer common questions

• Gather Client Feedback: Collect and organize client feedback and share insights with the Client Success, product, and development teams

• Assist with Training and Resources: Help prepare and deliver training sessions, webinars, and support materials that empower clients to use Certify's solutions

• Track KPIs: Help gather, maintain, and report key operational and performance metrics, and support the preparation of client-facing updates

• Collaborate Cross-Functionally: Work with sales, implementation, operations, and product teams to support a seamless client journey and timely issue resolution

What You'll Need

• 1+ years of experience in client success, customer support, account coordination, or a related role; internship experience or a strong interest in health tech and SaaS will be considered

• Strong organizational and time-management skills, with the ability to track multiple tasks and priorities in a fast-paced environment

• A proactive, problem-solving mindset and willingness to learn in a dynamic, evolving setting

• Ability to support multiple accounts while helping deliver a positive client experience

• Comfort working with data and basic analytics tools (e.g., Excel, Google Sheets) to help track metrics and trends

• Strong written and verbal communication skills, with an interest in developing client-facing and presentation abilities

• A collaborative, team-first attitude and eagerness to work across cross-functional teams

• Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience

Benefits of Working at Certify

• At Certify, we’re building with intention and taking care of the people doing the work.

• Your well-being matters to us. We provide 100% coverage of health, dental, and vision insurance premiums for employees. Our US-based team benefits from unlimited PTO, with at least two weeks off each year to recharge. In India, employees are supported with health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women.

We are an equal opportunity employer committed to building an inclusive environment where everyone feels valued and empowered to do their best work, and we welcome applicants from all backgrounds and experiences.

If you require reasonable accommodations during the application process, please contact [e-mail].

We are also committed to pay transparency and foster an open culture where compensation conversations are encouraged and respected.