Client Success Coordinator

Marathon Health LLC; Ohio; Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Comprehensive Health & Wellness Benef

401(k) with employer match

Paid Holidays

Job summary

Marathon Health is seeking a Client Success Coordinator to provide operational and administrative support to the Client Success team, managing transactional client activities, supporting small client relationships, and ensuring timely reporting, invoicing, eligibility, and client service activities.

This role serves as a development path into a Client Success Manager position while ensuring high-quality client experiences.

Qualifications

• Bachelor’s degree in Business, Healthcare Administration, Public Health, or related field and 2 to 4 years of customer service or account coordination experience.
• Preferred Healthcare, benefits, consulting, or population health experience.
• Salesforce experience.
• Experience supporting external clients or customer accounts.

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.
• Prepare and distribute recurring client reports.
• Review monthly invoices for accuracy and assist with invoicing processes.
• Maintain client records within Salesforce and other systems.
• Support renewal preparation and client communications.

Skills

Project management

Communication skills

CRM experience

Excel & PowerPoint

Education

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

Tools

Salesforce

Excel

PowerPoint

Job description

Marathon Health is a leading advanced primary care provider, partnering with employer and union plan sponsors to improve health for millions of Americans. With nationwide onsite, nearsite, and network health centers, and virtual primary care, Marathon delivers a value-based model that enhances the healthcare experience for members and providers, while driving meaningful cost savings for plan sponsors. Marathon is proud to be certified as a Great Place to Work reflecting the company's commitment to building an inclusive, high-trust culture where all employees can thrive. Learn more at marathon.health

About the Job

The Client Success Coordinator provides operational and administrative support to the Client Success team by managing transactional client activities, supporting small client relationships, and executing routine account management functions. This role serves as a development path into a Client Success Manager position while ensuring timely completion of reporting, invoicing, eligibility, and client service activities. The Client Success Coordinator acts as the primary contact for a portfolio of low-complexity clients and supports Client Success Managers by managing recurring tasks, maintaining documentation, coordinating follow-up actions, and ensuring a high-quality client experience.

Essential Duties & Responsibilities

Client Support

• 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.

Reporting and Analytics

• 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.

Invoicing and Financial Administration

• Review monthly invoices for accuracy and completeness prior to client distribution.
• Coordinate invoice corrections with Finance and Operations teams.
• Track invoice approvals, payment status, and follow-up activities.
• Assist with reconciliation of client billing questions and documentation.
• Maintain invoicing records and support contract-related administrative activities.

Eligibility and Operational Support

• Support eligibility file processing and troubleshoot routine file issues.
• Monitor completion of client operational requests and service tickets.
• Assist with implementation activities and client transitions as needed.
• Maintain client records within Salesforce and other systems.

Administrative and Process Management

• Maintain accurate client documentation and meeting records.
• Support renewal preparation activities through data gathering and coordination.
• Assist with development of client communication plans, onsite events, table sits and engagement activities.
• Assist with the creation of marketing collateral for clients.
• Identify opportunities to improve workflow efficiency and standardise processes.

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.
• Preferred Healthcare, benefits, consulting, or population health experience.
• Salesforce experience.
• Experience with eligibility management, invoicing, or client reporting.
• Experience supporting external clients or customer accounts.

Desired Attributes

• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Intermediate proficiency with Microsoft Office products, especially Excel and PowerPoint.
• Experience working with CRM systems and reporting tools.

Pay Range

Pay Range: $55,000 - $70,000/yr The actual offer may vary dependent upon geographic location and the candidate’s years of experience and/or skill level.

Company Culture

Marathon Health is a leading advanced primary care provider, partnering with employer and union plan sponsors to improve health for millions of Americans. With nationwide onsite, nearsite, and network health centers, and virtual primary care, Marathon delivers a value-based model that enhances the healthcare experience for members and providers, while driving meaningful cost savings for plan sponsors. Marathon is proud to be certified as a Great Place to Work reflecting the company's commitment to building an inclusive, high-trust culture where all employees can thrive. Learn more at marathon.health

Marathon Health exists to enable millions of people to live their healthiest lives, one patient at a time. If you have a passion for improving patient lives while transforming a broken U.S. healthcare, Marathon is the place for you.

Equal Employment Opportunity

Marathon Health provides equal employment opportunities to all teammates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Marathon Health is committed to providing access and reasonable accommodation in its employment for individuals with disabilities. To request disability accommodation in the application process, contact [e-mail].

Marathon Health will never ask a candidate for personal identifiable information (date of birth, social security number, driver’s license information, etc) via email or messenger tools, or for a financial deposit of any kind.

All our open positions are listed here on our website and any emails sent from our teammates contain the address “@marathon.health” if you have any questions or concerns about suspicious emails or queries, please don’t hesitate to contact us directly at [e-mail].

Benefits

Below are some of our benefit offerings.

Eligibility varies based on PT or FT status:

• Comprehensive Health & Wellness Benefits: Choice of 2 medical plans, 2 dental plans, and vision coverage, unlimited free mental health benefits and EAP resources, Rewards for challenges and healthy lifestyle activities
• Family Friendly & Reproductive Health Benefits: Family-building and hormonal health benefits and paid parental leave
• Time-Based Benefits: Generous PTO or FTO, Paid Holidays + A Day for What Matters
• Financial Support: Company paid Basic Life and Disability insurance, Supplemental Life, Spending Accounts, 401(k) with employer match and graded vesting
• Continuing Medical Education (CME) for maintaining and strengthening the knowledge, skills, and expertise of our health center teammates, as applicable