Remote Client Success Advocate

HealthMark Group; USA; Remote; USD 52.000 - 76.000; Vollzeit

Zusammenfassung

HealthMark Group is seeking a Client Advocate to oversee a portfolio of clients, ensuring best-in-class service and timely issue resolution. The role acts as the client’s voice within HealthMark, coordinating with cross-functional teams to deliver contracted Release of Information services.

They will document interactions in HubSpot and MedRelease, monitor client satisfaction, and escalate issues as needed to maintain high engagement. Travel up to 25% for in-person meetings may be required.

Qualifikationen

• College degree or 3+ years of client account experience.
• Excellent verbal and written communication.
• Strong cross-functional collaboration to resolve issues.
• Highly organized; able to manage onboardings and projects.
• Willing to be coached and grow in the role.
• Self-sufficient and disciplined; able to work independently.
• Positive, patient, and measured under pressure.
• Proficient with Microsoft Excel; experience with a CRM.
• Willingness to travel up to 25% for in-person meetings.

Aufgaben

• Serve as the client’s official liaison to ensure needs are heard and addressed quickly.
• Know clients’ needs and expectations to build trust and satisfaction.
• Expedite client issues to mitigate friction.
• Keep clients informed of HealthMark educational information/tips.
• Manage and track client satisfaction in HubSpot.
• Document and track all client meetings and issues in HubSpot.
• Document actions taken on requests in MedRelease.
• Be highly knowledgeable of MedRelease and EMR routing to optimize usage.

Kenntnisse

Communication skills

Cross-functional collaboration

Organizational skills

Independent worker

CRM experience

MS Excel

Travel flexibility

Ausbildung

College degree or 3+ years client management

Tools

HubSpot

MedRelease

Jobbeschreibung

HealthMark Group is seeking a Client Advocate to oversee a portfolio of clients, ensuring best-in-class service and timely issue resolution. The role acts as the client’s voice within HealthMark, coordinating with cross-functional teams to deliver contracted Release of Information services.

They will document interactions in HubSpot and MedRelease, monitor client satisfaction, and escalate issues as needed to maintain high engagement. Travel up to 25% for in-person meetings may be required.