Client Success Coordinator: Path to Client Success Manager

Marathon Health; Midwest (WY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Family planning benefits

PTO and holidays

401(k) with employer match

CME opportunities

Job summary

Marathon Health is seeking a Client Success Coordinator to provide operational and administrative support for a portfolio of small clients. You will help manage transactions, reporting, invoicing, eligibility, and client service activities, while serving as a development path toward a Client Success Manager role.

You will coordinate with internal teams, maintain CRM records, and ensure timely, high-quality delivery of client services.

Qualifications

• Bachelor’s degree and 2–4 years in customer service or account coordination.
• Experience with eligibility management, invoicing, or client reporting.
• Salesforce experience preferred.

Responsibilities

• Serve as the primary day-to-day contact for a portfolio of small, low-complexity clients.
• Prepare and distribute recurring client reports.
• Review monthly invoices for accuracy and coordinate with Finance.
• Support eligibility file processing and client service tickets.
• Maintain accurate client documentation and meeting records.

Skills

Organization

Project management

Communication skills

MS Office

CRM systems

Reporting tools

Education

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

Tools

Salesforce

Job description

Marathon Health is seeking a Client Success Coordinator to provide operational and administrative support for a portfolio of small clients. You will help manage transactions, reporting, invoicing, eligibility, and client service activities, while serving as a development path toward a Client Success Manager role.

You will coordinate with internal teams, maintain CRM records, and ensure timely, high-quality delivery of client services.