Client Success Coordinator

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 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 standardize 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: $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.

We are accepting applications for this position until a candidate has been selected.