Healthcare Client Success & Operations Coordinator

Vital Incite; Indianapolis (IN); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Vital Incite is seeking a Client Service Specialist to coordinate between clients, advisors, and internal teams, ensuring requests are addressed and meetings are organized. The role emphasizes building relationships, proactive problem solving, and delivering a seamless client experience.

You will manage client requests, assist with onboarding, training materials, and platform navigation, while maintaining organized records and supporting cross-functional communication.

Qualifications

• Bachelor's degree preferred or equivalent combination of education and experience.
• Experience in client service, account coordination, customer success, project coordination, or a similar client-facing role.
• Exceptional organization and time management skills.
• Strong interpersonal and relationship-building abilities.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities while maintaining a high degree of accuracy and professionalism.
• Strong technology skills, including Microsoft Office applications and collaboration platforms.
• Self-motivated with a proactive approach to problem solving.
• Passion for helping clients and delivering outstanding service.
• Required to work in-office two days a week
• Additional in-office attendance may be required for team meetings, training sessions or special events.

Responsibilities

• Serve as a primary client support resource for assigned clients and advisors.
• Build positive relationships with clients through timely communication, responsiveness, and follow-through.
• Coordinate client meetings, onboarding sessions, educational programs, and training activities.
• Manage client requests and ensure appropriate internal follow-up and resolution.
• Support user access administration and assist clients with platform access and navigation.
• Assist clients with forms, surveys, training materials, user guides, and other support resources.
• Coordinate communications between clients, carriers, vendors, and internal team members.
• Develop and administer Employee Needs Surveys and assist with reporting results.
• Support the preparation, organization, and distribution of client-facing materials and presentations.
• Maintain organized documentation and client records to ensure consistent client experience.
• Track action items and ensure commitments are completed accurately and on time.
• Identify opportunities to improve processes, enhance client satisfaction, and create greater operational efficiency.

Skills

Bachelor's degree

Client service experience

Organization

Interpersonal skills

Communication skills

Multitasking

MS Office

Team collaboration

Problem solving

In-office two days

In-office attendance

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Collaboration platforms

Job description

Vital Incite is seeking a Client Service Specialist to coordinate between clients, advisors, and internal teams, ensuring requests are addressed and meetings are organized. The role emphasizes building relationships, proactive problem solving, and delivering a seamless client experience.

You will manage client requests, assist with onboarding, training materials, and platform navigation, while maintaining organized records and supporting cross-functional communication.