Client Success Coordinator: Growth Path to CSM

Marathon Health Inc; Ohio; Remote; 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, support small client relationships, and help ensure timely reporting, invoicing, eligibility, and client service functions.

This role serves as a development path into a Client Success Manager position and acts as the primary contact for a portfolio of low-complexity clients, coordinating follow-up actions and

Qualifications

• Bachelor's degree in Business, Healthcare Administration, Public Health, or related field.
• 2–4 years of customer service, account coordination, healthcare operations, benefits administration, or client support experience.
• Experience with eligibility management, invoicing, or client reporting.

Responsibilities

• Serve as the primary day-to-day contact for a portfolio of small, low-complexity clients.
• Prepare and distribute recurring client reports and manage invoicing tasks.
• Assist with eligibility processing and client operational requests.
• Maintain client records and CRM data in Salesforce.
• Support renewal preparation and client communications.

Skills

Organizational skills

Project management

Communication skills

CRM experience

Reporting experience

Education

Bachelor's degree in Business/Healthcare Admin/Public Health

Tools

Salesforce

Excel

PowerPoint

CRM systems

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, support small client relationships, and help ensure timely reporting, invoicing, eligibility, and client service functions.

This role serves as a development path into a Client Success Manager position and acts as the primary contact for a portfolio of low-complexity clients, coordinating follow-up actions and