Client Success Coordinator: Path to CSM

Marathon Health; Indiana; 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, support small client relationships, and help with reporting, invoicing, eligibility, and service delivery.

This role serves as a development path into a Client Success Manager and will partner with internal stakeholders to ensure timely, accurate client communications and documentation within Salesforce and other

Qualifications

• Bachelor’s degree in Business, Healthcare Administration, Public Health, or related field with 2–4 years experience in customer service or related roles.
• Healthcare operations, benefits administration, or client support experience preferred.
• 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 and analyze data for the CSM.
• Review monthly invoices and coordinate with Finance for corrections.
• Maintain client records in Salesforce and other systems.
• Support renewal activities and onboarding of new clients.

Skills

Organizational skills

Project management

Written & verbal communication

CRM & reporting tools experience

Education

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

Tools

Salesforce

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 with reporting, invoicing, eligibility, and service delivery.

This role serves as a development path into a Client Success Manager and will partner with internal stakeholders to ensure timely, accurate client communications and documentation within Salesforce and other