Client Success Representative

Jobtailor; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Client Success professional to focus on maximizing account performance and client retention within a healthcare environment.

You will respond to client needs, provide insights, and collaborate with internal teams to improve outcomes while safeguarding sensitive information and HIPAA compliance. Strong communication and organization are essential for success in this role.

Qualifications

• Requires strong client service skills and excellent written and verbal communication.
• Must be highly organized with the ability to multitask and meet deadlines.
• Knowledge of HIPAA regulations and confidentiality is essential.
• Experience in healthcare billing or third‑party environments is preferred.

Responsibilities

• Maximize account performance and client retention.
• Provide support related to the client account and respond to client needs.
• Identify strategic needs and drive improvements with leadership.
• Route inquiries and communicate trends to stakeholders.
• Collaborate with leadership to design processes and ensure timely follow-up.

Skills

Client service

Communication

Time management

Attention to detail

Confidentiality

Education

Associate’s degree

High school diploma with relevant experience

Tools

Microsoft Excel

Microsoft Office

Job description

• Responsible for focusing on maximizing account performance and client retention.
• Provide support related to the client account.
• Respond to client and internal needs and help drive the account management and client success model.
• Identify strategic needs for the department.
• Answer, resolve, or appropriately route Client Success phone calls and emails from clients and internal staff.
• Identify caller and communication trends and provide feedback to Client Success leadership.
• Track, summarize, and communicate call and email trends.
• Collaborate with Client Success leadership to support process design and recommend improvements.
• Ensure timely communication and consistent follow-up with clients and internal stakeholders.
• Support assigned client accounts by monitoring performance and providing insights and recommendations to improve outcomes.
• Perform other duties as assigned.

Requirements

• Associate’s degree in Business Administration, Healthcare, or related field, or high school diploma with comparable work experience.
• Experience in healthcare, healthcare billing, and/or a third-party environment.
• Working knowledge of company operations and department functions.
• Strong client service skills with excellent written and verbal communication abilities.
• Ability to collaborate and work effectively across functional teams.
• Highly organized with the ability to manage time, multitask, and prioritize effectively.
• High level of accuracy with strong attention to detail and adherence to deadlines.
• Strong understanding of confidentiality requirements and commitment to protecting sensitive information.
• Ability to adapt to changes in work environment, procedures, priorities, and job responsibilities.
• Working knowledge of Medicare, Medicaid, insurance, liability, and tertiary payment methods.
• Demonstrated understanding of HIPAA requirements and regulations.
• Strong data entry skills with working knowledge of Microsoft Office programs; experience with Microsoft Excel preferred.
• Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.