Client Success Coordinator - Path to CSM

Marathon Health; Ohio; 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 activities for a portfolio of low-complexity clients, ensure timely reporting, invoicing, eligibility, and client service tasks, and serve as a development path toward a Client Success Manager role.

You will coordinate recurring tasks, maintain documentation, and ensure a high-quality client experience while collaborating with internal stakeholders

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.
• Experience with Salesforce, Excel, and reporting tools is preferred.
• Experience supporting external clients or customer accounts is a plus.

Responsibilities

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

Skills

Customer service

Account coordination

Client support

Project management

CRM systems

Reporting tools

Education

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

Tools

Salesforce

Excel

PowerPoint

Job description

Marathon Health is seeking a Client Success Coordinator to provide operational and administrative support to the Client Success team. You will manage activities for a portfolio of low-complexity clients, ensure timely reporting, invoicing, eligibility, and client service tasks, and serve as a development path toward a Client Success Manager role.

You will coordinate recurring tasks, maintain documentation, and ensure a high-quality client experience while collaborating with internal stakeholders