Client Advocate

HealthMark Group; United States; Remote; USD 45,000 - 50,000; Full time

Job summary

HealthMark Group seeks a Client Advocate to manage a portfolio of clients, ensuring best-in-class service and timely delivery of Release of Information services. You will act as the client voice within HealthMark, coordinating with cross-functional teams to maintain high satisfaction and engagement.

This role requires CRM experience, strong communication, and the ability to travel up to 10% for in-person meetings while delivering measurable client retention and success metrics.

Qualifications

• Diploma or at least 3 years of experience working with client accounts.
• Professional communication skills (verbal and written).
• Strong collaboration and problem-solving with cross-functional teams.
• Organized and able to coordinate onboarding and projects.
• Willingness to learn and take feedback, self-directed.
• Positive, measured approach when facing challenges.
• Proficient with Microsoft Office and CRM tools.
• Willingness to travel up to 10% for in-person meetings.

Responsibilities

• Serve as client liaison so needs are quickly heard and addressed.
• Know clients' needs and expectations to build trust and loyalty.
• Expedite client issues to mitigate friction impacting work.
• Share relevant HealthMark educational information to demonstrate expertise.
• Manage and track client satisfaction in HubSpot.
• Document all client meetings and issues in HubSpot for follow-up.
• Document actions on requests in MedRelease for transparency.
• Be knowledgeable of MedRelease and EMR routing to optimize usage.

Skills

Effective communication

Cross-functional collaboration

Strong organizational skills

Coaching mindset

Self-motivated

Positive attitude

Excel proficiency

CRM experience

Travel readiness

Tools

CRM (HubSpot)

HubSpot

MedRelease

Job description

Remote

Salary Range:$45,000.00 To $50,000.00 Annually

COMPANY:

HealthMark Group is a leading provider of health IT solutions for healthcare providers across the country. By leveraging technology to reimagine the business of healthcare, HealthMark transforms administrative processes into seamless digital solutions. From HealthMark’s proprietary MedRelease platform for Release of Information, the company is pioneering an efficient, compliant, and patient-centric approach to support the entire spectrum of the patient information journey. HealthMark Group was founded in 2006 with corporate headquarters in Dallas, TX, and has been named to both the Dallas 100 and the Inc. 5000 for multiple years in a row as one of the fastest-growing companies in the region and in the country.

LOCATION:

Remote

Position Summary:

The Client Advocate plays a critical role in ensuring HMG clients remain loyal and satisfied by ensuring best-in-class service. This person is responsible for overseeing a portfolio of clients to ensure their service needs are handled timely and efficiently. The Client Advocate represents the client's voice within HealthMark, making sure decisions are made with the full understanding of the client's impact. Client Advocate acts as a liaison between clients and cross-functional teams to ensure a successful delivery of contracted Release of Information services and expedite resolution to any issues or concerns. They know, manage, and nurture clients to maintain a high degree of satisfaction and engagement by consistently demonstrating the value and impact of HealthMark’s services.

This role will be measured by the completion of role requirements, individual success metrics, and client retention and satisfaction.

Essential Job Functions:

• Serve as your client’s official liaison so their needs are quickly heard and addressed.
• Know your clients’ needs and expectations for success, and what matters to them to build trust, keep them happy, and turn them into HealthMark loyalists.
• Expedite client issues to mitigate friction or noise that negatively impacts their work.
• Keep clients informed of relevant HealthMark educational information/tips to demonstrate knowledge and enhance our reputation as leaders in the industry
• Manage and track client satisfaction in HubSpot to prevent dissatisfaction or loss of account
• Document and track all client meetings, critical conversations, and client reported issues in HubSpot to ensure proper follow up, identify trends or areas for improvement
• Document all actions taken by you on a request for information in MedRelease to ensure transparency
• Be highly knowledgeable of MedRelease and EMR request routing to optimize client's usage of our services

Required Qualifications:

• Diploma or at least 3 years of experience working with client accounts
• Effective communication skills (verbal and written) that demonstrate a high degree of professionalism and positivity
• Expert in cross-functional collaborations and communications to ensure strong working relationships, expedite problem-solving, and find opportunities for shared improvements
• Strong organization skills; able to shepherd the right resources to ensure timely and successful completion of onboardings and projects
• Open to coaching and feedback to ensure you are growing and thriving in the role
• Self-sufficient and disciplined; able to work independently and with an eye on individual and team goals
• Able to stay positive and measured when faced with challenges, systematic in your work to keep clients happy, and eager to learn
• Knowledgeable of Microsoft applications including Excel; ideally experience with a CRM
• Ability to travel 10% for in-person client meetings and Company or team-mandated events