Client Success Specialist (Hybrid- DE, NJ, PA)

Independence Blue Cross; Northern (KY); Hybrid; USD 48,000 - 62,000; Full time

Job summary

Independence Blue Cross is seeking a Client Success Specialist to support healthcare onboarding and renewal efforts, focusing on data collection, documentation, and quality assurance.

You will coordinate with senior staff, prepare meeting materials, track deliverables, and maintain records of decisions and next steps.

The role requires 1–2 years in operational or client support roles, strong organization and communication skills, MS Office proficiency, and willingness to travel.

Qualifications

• 1–2 years in an operational, client support, or project coordination role.
• Strong organizational and communication skills.
• Detail-oriented with a focus on quality and accuracy.
• Basic understanding of healthcare operations.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, and Project).
• Out of area travel may be required.
• Bachelor’s degree or equivalent years of experience.

Responsibilities

• Coordinate client onboarding and renewal efforts under the guidance of senior team members.
• Collect and organize client data and documentation during pre-sale and onboarding.
• Support implementation managers with meeting prep and follow-up tasks.
• Monitor checklist completion and flag gaps or inconsistencies.
• Perform quality checks on deliverables and assist with testing outputs.
• Maintain accurate records of decisions, next steps, client requirements and other required tools & templates.
• Capture meeting notes and document key risks, take-aways, and future deliverables.
• Communicate with internal stakeholders to ensure alignment on timelines and deliverables.

Skills

Organizational skills

Communication skills

Detail-oriented

Healthcare operations understanding

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Project

Job description

The Client Success Specialist plays a critical support role in the implementation process, focusing on data collection, documentation, and quality assurance. This role ensures that internal teams have the information needed to execute effectively and that client expectations are met.

Key Duties and Responsibilities

• Assist in the coordination of client onboarding and renewal efforts under the guidance of senior team members.
• Collect and organize client data and documentation during pre-sale and onboarding.
• Support implementation managers with meeting prep and follow-up tasks.
• Monitor checklist completion and flag gaps or inconsistencies.
• Perform quality checks on deliverables and assist with testing outputs.
• Maintain accurate records of decisions, next steps, client requirements and other required tools & templates.
• Capture meeting notes and document key risks, take-aways, and future deliverables.
• Communicate with internal stakeholders to ensure alignment on timelines and deliverables.

Required Skills & Experience

• 1–2 years in an operational, client support, or project coordination role.
• Strong organizational and communication skills.
• Detail-oriented with a focus on quality and accuracy.
• Basic understanding of healthcare operations.
• Proficiency in Microsoft Office Suite (Microsoft Excel, PowerPoint, and Project).
• Out of area travel may be required.
• Bachelor’s degree required or equivalent years of experience.

Role Summary:

The Client Success Specialist plays a critical support role in the implementation process, focusing on data collection, documentation, and quality assurance. This role ensures that internal teams have the information needed to execute effectively and that client expectations are met.

Key Duties and Responsibilities

• Assist in the coordination of client onboarding and renewal efforts under the guidance of senior team members.
• Collect and organize client data and documentation during pre-sale and onboarding.
• Support implementation managers with meeting prep and follow-up tasks.
• Monitor checklist completion and flag gaps or inconsistencies.
• Perform quality checks on deliverables and assist with testing outputs.
• Maintain accurate records of decisions, next steps, client requirements and other required tools & templates.
• Capture meeting notes and document key risks, take-aways, and future deliverables.
• Communicate with internal stakeholders to ensure alignment on timelines and deliverables.

Required Skills & Experience

• 1–2 years in an operational, client support, or project coordination role.
• Strong organizational and communication skills.
• Detail-oriented with a focus on quality and accuracy.
• Basic understanding of healthcare operations.
• Proficiency in Microsoft Office Suite (Microsoft Excel, PowerPoint, and Project).
• Out of area travel may be required. ")}in