Client Success Associate

Lever, Inc.; India; Remote; INR 500,000 - 800,000; Full time

Benefits offered by this job

Remote work opportunity (India)

Health insurance in India

Leave benefits (statutory)

Job summary

Lever, Inc. in India is seeking a Client Success Associate to support client relationships and ensure timely, reliable service in a healthcare SaaS environment.

You will coordinate projects, track metrics, and collaborate with Sales, Implementation, Operations, and Product teams to drive adoption and retention. The role emphasizes organized, proactive problem-solving and the ability to build trusted client relationships while learning provider data, credentialing, licensing, and enrollment

Qualifications

• 1 year of experience in client success, customer support, or account coordination.
• Strong organizational and time-management abilities to manage multiple tasks.
• Proactive, solution-oriented mindset with adaptability in a fast-changing environment.
• Ability to support multiple clients with high service standards and attention to detail.
• Comfort with data and basic analytics tools to track metrics and support reporting.
• Clear written and verbal communication with clients and internal stakeholders.
• Interest in developing client-facing presentation and facilitation skills.
• Collaborative, cross-functional approach across teams.

Responsibilities

• Support client relationships by aligning solutions with customer objectives.
• Serve as first point of contact for day-to-day client questions and escalate when needed.
• Coordinate client projects with tracked tasks, timelines, and follow-ups.
• Monitor client health indicators and flag risks to senior team members.
• Help implement retention and engagement initiatives to foster satisfaction.
• Build platform knowledge to assist clients navigating features.
• Gather and relay client feedback to Product and Development teams.
• Assist with client training sessions, webinars, and educational resources.
• Collect, maintain, and report performance metrics for client updates.
• Collaborate with Sales, Implementation, Operations, Product, and others for seamless service.

Skills

Organizational skills

Time management

Proactive mindset

Data analysis

Written & verbal communication

Cross-functional collaboration

Attention to detail

Presentation skills

Team player

Education

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

Tools

Excel

Google Sheets

Job description

Client Success Associate based in India.

This is an opportunity to join a fast-growing healthcare technology environment focused on improving the infrastructure behind modern provider data.

You’ll support client relationships and help ensure customers receive timely, reliable, and high-quality service.

The role combines client communication, project coordination, product support, data tracking, and cross-functional collaboration.

You’ll work closely with Client Success Managers while partnering with Sales, Implementation, Operations, and Product teams.

Your work will contribute to client retention, successful product adoption, and a smoother end-to-end customer journey.

You’ll also develop strong knowledge of a healthcare SaaS platform and gain exposure to provider data, credentialing, licensing, and enrollment workflows.

This role is well suited to an organized, proactive professional who enjoys learning, solving problems, and building trusted client relationships.

Accountabilities

• Support client relationships by understanding customer objectives and helping Client Success Managers align solutions and services with their needs.

• Serve as a first point of contact for day-to-day client questions, providing timely and helpful responses while escalating complex issues when appropriate.

• Coordinate client projects by tracking tasks, timelines, deliverables, and follow-ups to help initiatives remain on schedule.

• Monitor client health indicators and flag potential risks or at-risk accounts to senior team members.

• Help implement client retention and engagement initiatives that contribute to strong customer satisfaction and long-term relationships.

• Build detailed knowledge of the platform and use that knowledge to help clients navigate features and resolve common questions.

• Gather, organize, and communicate client feedback to Client Success, Product, and Development teams to support continuous improvements.

• Assist with client training sessions, webinars, documentation, and other educational resources.

• Collect, maintain, and report operational and performance metrics to support client updates and internal decision-making.

• Collaborate with Sales, Implementation, Operations, Product, and other teams to ensure a seamless client experience and timely resolution of issues.

Requirements

• At least 1 year of experience in client success, customer support, account coordination, or a related role; relevant internship experience or strong interest in healthcare technology and SaaS may also be considered.

• Strong organizational and time-management skills, with the ability to manage multiple accounts, tasks, deadlines, and competing priorities.

• A proactive and solution-oriented mindset, with the curiosity and adaptability to learn in a rapidly evolving environment.

• Ability to support multiple clients while maintaining a high standard of service and attention to detail.

• Comfort working with data and basic analytics tools such as Microsoft Excel or Google Sheets to track metrics, identify trends, and support reporting.

• Strong written and verbal communication skills, with the ability to communicate clearly with clients and internal stakeholders.

• Interest in developing client-facing presentation, training, and facilitation skills.

• Collaborative, team-oriented approach with a willingness to work across multiple functions.

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

• Genuine interest in healthcare technology, SaaS, provider data, or solving operational challenges is an advantage.

Benefits

• Remote working opportunity based in India.

• Health insurance coverage for employees in India.

• Statutory leave benefits.

• Additional wellness and menstrual leave for women.

• Supportive, inclusive, and collaborative working environment.

• Opportunities to develop expertise in healthcare technology, SaaS, provider data, and client success.

• Exposure to cross-functional projects involving Client Success, Sales, Implementation, Operations, and Product.

• A culture focused on accountability, collaboration, openness to feedback, and professional growth.

• Commitment to equal opportunity and an inclusive workplace where employees can do their best work.

• Reasonable accommodations available throughout the application process where required.

• Transparent and open approach to compensation discussions.