Client Success Associate — Path to CSM

OurHealth Professional Physicians Group; United States; On-site; USD 55,000 - 70,000; Full time

Job summary

Marathon Health is seeking a Client Success Coordinator to provide operational and administrative support to the Client Success team. You will manage transactional client activities for a portfolio of small clients and support the journey toward a Client Success Manager role.

You will help with reporting, invoicing, eligibility processing, and client service activities, while maintaining strong client relationships and coordinating with internal stakeholders across Finance and Operations.

Qualifications

• Bachelor’s degree in Business, Healthcare Administration, Public Health, or related field and 2 to 4 years of customer service, account coordination, healthcare operations, benefits administration, or client support experience or equivalent combination of education and experience.

Responsibilities

• Serve as the primary day-to-day contact for a portfolio of small, low-complexity clients.
• Respond to routine client requests and coordinate issue resolution with internal stakeholders.
• Support client meetings through agenda development, meeting notes, action item tracking, and follow-up communications.
• Maintain positive relationships with client contacts and brokers or consultants.
• Escalate strategic, contractual, or at-risk client matters to the assigned CSM.
• Prepare and distribute recurring client reports.
• Compile utilization, engagement, operational, and clinical data for presentation by the CSM.
• Assist in tracking performance guarantees and client success metrics.
• Support data validation and quality assurance of reports prior to client delivery.
• Maintain reporting calendars and ensure timely delivery of contractual reporting requirements.
• Coordinate incentive reporting and documentation.
• Update CRM records and account activities
• Review monthly invoices for accuracy and completeness prior to client distribution.

Skills

Project management

Communication

Customer service

Education

Bachelor’s degree in Business, Healthcare Administration, Public Health, or related field

Tools

Salesforce

CRM systems

Excel

PowerPoint

Job description

Marathon Health is seeking a Client Success Coordinator to provide operational and administrative support to the Client Success team. You will manage transactional client activities for a portfolio of small clients and support the journey toward a Client Success Manager role.

You will help with reporting, invoicing, eligibility processing, and client service activities, while maintaining strong client relationships and coordinating with internal stakeholders across Finance and Operations.