Client Success Specialist (Healthcare CSR)

Global Staff Connections Inc.; Pasig; On-site; PHP 670,000 - 1,116,000; Full time

Job summary

Global Staff Connections Inc. seeks a Client Success Specialist to build strong client relationships and deliver exceptional customer experience in a client-facing role. You will manage healthcare clients, address their needs, promptly resolve issues, and coordinate with internal teams to ensure seamless service delivery.

You will analyze reports, track requests, and contribute to long-term partnerships by identifying growth opportunities and documenting procedures.

Qualifications

• Bachelor's degree in business, information systems, or related field preferred.
• 2+ years in client relationship management in software delivery.
• 2+ years of call/contact center management.
• Advanced Excel skills (VLOOKUP, Pivot Tables, Charts, Formulas).
• Experience with CRM and analytics tools (Salesforce).

Responsibilities

• Deliver quality client support using best practices to optimize the client experience.
• Coordinate opportunities for account growth with Senior Directors for long-term partnerships.
• Analyze client reports and invoices for accuracy and compliance.
• Submit cases in Jira and Salesforce; document SOPs for business continuity.
• Collaborate across the organization to ensure seamless delivery of products and services; perform additional duties as assigned.

Skills

Client relationship

Communication

Account management

Documentation

Cross-functional coordination

Education

Bachelor's degree in Business/IS

Tools

Salesforce

Jira

CRM tools

Job description

About the role

We are looking for a Client Success Specialist who is passionate about building strong client relationships and delivering an exceptional customer experience. In this client-facing role, you will serve as the primary point of contact for assigned healthcare clients, ensuring their needs are addressed, issues are resolved promptly, and services are delivered seamlessly. You will work closely with internal teams to provide timely updates, manage client requests, analyze reports for accuracy, and identify opportunities to strengthen long-term client partnerships.

Qualifications

• Bachelor's degree in business , Information Systems, or a related field (preferred).
• 2+ years of experience in client relationship management, account strategy, or client management in a software delivery model.
• 2+ years of experience in call/contact center management.
• Advanced Excel skills, including V-Lookup, Pivot Tables, Charts & Graphs, Formulas, etc.
• Proven ability to manage enterprise clients and deliver business outcomes through technology.
• Excellent communication and documentation skills.
• Experience with CRM and analytics tools (e.g., Salesforce).

Key Responsibilities

• Client Support :
  Deliver quality through best practices, as required to optimize the client experience.
• Account Growth:
  Coordinate opportunities for account expansion in conjunction with the Senior Directors, to ensure long -term partnerships.
• Client Reporting and Analysis :
  Analyze client reports and invoices to ensure accuracy and compliance, escalating gaps as needed.
• Case Management and Documentation :
  Identify issues and requests, submitting cases in Jira and/or Salesforce. Document and update standard operating procedures to ensure business continuity.
• Cross -Functional Collaboration :
  Collaborate across the organization to ensure seamless delivery of products and services.
  Additionally, you may be required to perform additional duties and special projects as assigned.