Client Success Specialist

Jobtailor; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in Dallas seeks an experienced Account Manager focused on client onboarding and renewals. The role emphasizes proactive, personalized service while building strong relationships with plan administrators, brokers, and internal teams.

You will manage end-to-end client issues, ensure HIPAA compliance, and maintain thorough records. A Bachelor’s degree and 3+ years in account management are preferred.

Qualifications

• Bachelor's Degree from an accredited institution required.
• 3+ years of account management experience focused on onboarding or renewal.
• Experience in Benefits Administration or related field preferred.
• Strong Excel and data management skills.
• HIPAA regulations knowledge and handling of sensitive information.

Responsibilities

• Serve as main contact during onboarding and renewal of accounts.
• Deliver proactive, personalized client service and anticipate needs.
• Build relationships with Plan Administrators, Brokers and stakeholders.
• Follow onboarding/renewal processes and SOPs.
• Educate clients on systems, tools, policies, products, and services.
• Own client issues from start to finish and escalate when needed.
• Maintain accurate client records and process documentation.
• Collaborate with Sales, Client Experience, and Operations.
• Handle sensitive information with HIPAA compliance.
• Identify process improvements in onboarding/renewal workflows.
• Perform additional duties as assigned by Client Experience Manager.

Skills

Client Onboarding

Account Management

HIPAA Compliance

Microsoft Excel

Process Improvement

Data Management

Issue Resolution

Web-Based Program Navigation

Proactive Client Service

Education

Bachelor's Degree

Tools

Microsoft Excel

Job description

• Serve as the main point of contact during onboarding of new clients and renewal of existing accounts.


• Deliver proactive, personalized, white-glove client service and anticipate client needs.


• Build and maintain relationships with Plan Administrators, Brokers, and other key stakeholders to support retention and growth.


• Follow structured onboarding and renewal processes and standard operating procedures.


• Educate clients on systems, tools, policies, best practices, products, and services.


• Own client issues from start to finish and support escalated onboarding or renewal issues.


• Maintain organized, accurate, and current client records and process documentation.


• Collaborate with Sales, Client Experience, and Operations to execute business plans and ensure seamless client experiences.


• Handle sensitive client information confidentially and ensure HIPAA and regulatory compliance.


• Identify process improvements in onboarding and renewal workflows.


• Perform additional duties assigned by the Client Experience Manager.

Requirements

• Bachelor's Degree from an accredited institution required.


• 3+ years of account management experience preferred, with a demonstrated focus on onboarding, renewal, or customer success roles.


• Experience in Benefits Administration or a related field preferred.


• Intermediate to advanced skills in Microsoft Excel and other data management tools preferred.


• Clear understanding of Ameriflex products and how they work.


• Ability to provide proactive and personalized client service and anticipate client needs.


• Strong ability to resolve issues efficiently and independently.


• Superior written and verbal communication skills.


• Highly organized, with strong attention to detail and ability to manage multiple tasks and maintain comprehensive client records.


• Ability to remain composed and efficient in a fast-paced, high-pressure environment.


• Skilled in navigating multiple web-based programs and learning new tools and systems.


• Motivation to achieve individual and team goals related to client satisfaction and retention.


• In-depth understanding of HIPAA regulations and best practices for handling sensitive information.


• Experience identifying process improvements and implementing changes to streamline workflows.


• Ability to travel as needed, ideally once per year, for client relationship initiatives and onboarding events.

Core Competencies

Demonstrates expertise in client onboarding and account management, with a strong focus on delivering personalized service and maintaining compliance with HIPAA regulations. Proficient in process improvement and data management to enhance client satisfaction and retention.

Highest-signal resume keywords

• Client Onboarding


• Account Management


• HIPAA Compliance


• Microsoft Excel


• Process Improvement

Hard Skills

• Client Onboarding


• Account Management


• Benefits Administration


• Data Management


• Process Improvement


• Microsoft Excel


• Client Record Management


• Issue Resolution


• Regulatory Compliance


• Web-Based Program Navigation

Soft Skills

• Proactive Client Service


• Strong Communication


• Organizational Skills


• Attention to Detail


• Composure Under Pressure

Certifications & Qualifications

• Bachelor's Degree

Industry Keywords

• Client Experience


• Retention


• Stakeholder Engagement


• Ameriflex Products


• Sensitive Information Handling