Client Success 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

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.