Client Success Specialist (Low-Touch)

Progyny, Inc; New York (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Family friendly benefits

Bonus program

401(k) plan with company match

Learning and development programs

Equity

Onsite meals and snacks

Job summary

Progyny, Inc in New York, NY is seeking a Client Success Associate to manage day‑to‑day client requests and maintain accurate records. You will collaborate across teams to ensure timely, professional support for a large portfolio within a lower‑touch service model.

The role emphasizes strong communication, organization, and problem‑solving skills, with hands‑on experience using client management tools and CRM software. A Bachelor’s degree or relevant experience is required.

Qualifications

• Bachelor’s degree or relevant experience in a client‑facing, customer support, operations, or business‑related role.
• Strong responsiveness and follow‑through, with a commitment to timely and high‑quality client service.
• Highly organized, detail‑oriented, and able to manage a large volume of requests across multiple clients.
• Comfortable working in a fast‑paced environment with competing priorities and evolving needs.
• Strong written and verbal communication skills, with the ability to be clear, concise, and professional.
• Collaborative mindset and ability to work effectively with peers and cross‑functional partners.
• Sound judgment and problem‑solving skills, including knowing when to escal…
• Proficiency or willingness to learn CRM software, client management tools, and internal reporting systems.
• Operational mindset with a focus on efficiency, consistency, and process improvement.
• Positive, service‑oriented attitude and willingness to contribute to a team‑based client support model.

Responsibilities

• Manage day‑to‑day requests across a large book of business, ensuring timely, accurate, and professional follow‑up.
• Work collaboratively with Client Success peers to support a scalable, consistent client experience across a lower‑touch portfolio.
• Triage client inquiries, determine appropriate next steps, and coordinate with internal teams to resolve issues efficiently.
• Track client requests, open items, and escalations to ensure follow‑through and clear communication.
• Maintain accurate client records, documentation, and activity tracking within client management tools.
• Support routine client reporting, client health checks, and administrative updates as needed.
• Identify recurring client questions, process gaps, or service trends and share insights with the broader team.
• Partner with Sales, Product, Operations, Member Services, and other internal teams to support client needs and resolution timelines.
• Communicate clearly and professionally with clients, ensuring they feel supported even within a lower‑touch engagement model.
• Balance competing priorities across multiple clients while maintaining strong attention to detail and service quality.

Skills

Communication skills

Organization

CRM software

Cross-functional collaboration

Problem-solving

Education

Bachelor's degree or relevant experience

Tools

Client management tools

CRM software

Job description

Progyny, Inc in New York, NY is seeking a Client Success Associate to manage day‑to‑day client requests and maintain accurate records. You will collaborate across teams to ensure timely, professional support for a large portfolio within a lower‑touch service model.

The role emphasizes strong communication, organization, and problem‑solving skills, with hands‑on experience using client management tools and CRM software. A Bachelor’s degree or relevant experience is required.