Client Success Specialist

Our client is a fast-growing early-stage tech startup revolutionizing how organizations connect with medical experts through a seamless, on-demand platform. Their innovative solution transforms the engagement of medical professionals, providing flexible and efficient access to expertise. They are seeking a passionate Client Success Specialist to deliver exceptional service, support client onboarding, and contribute to long-term client success and retention.

Location:
Fully-Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities

• Client Support & Onboarding:

  • Serve as the first point of contact for clients via email, phone, and video calls.

  • Guide new clients through the onboarding process, ensuring a smooth and positive initial experience.

  • Respond promptly to client inquiries, resolve issues, and provide best practice guidance.

  • Manage and organize client information and interactions within CRM and support tools.

  • Monitor client usage and engagement to identify potential concerns or growth opportunities.

• Client Success & Growth:

  • Build and maintain strong relationships with client stakeholders to understand their evolving needs.

  • Develop and implement customized customer journeys and playbooks to drive satisfaction and retention.

  • Monitor account health and proactively identify upsell opportunities and renewal risks.

  • Communicate proactively with clients regarding timelines, updates, and new feature rollouts.

  • Collaborate closely with Product, Sales, and Operations teams to align client needs and feedback with company offerings.

Qualifications

• Experience:

  • 2+ years experience in a client-facing role such as Customer Support, Onboarding, Client Success, or Account Management.

• Skills:

  • Excellent verbal and written communication skills—clear, friendly, and professional.

  • Strong organizational and time-management skills with the ability to manage multiple priorities effectively.

  • Self-motivated and comfortable working independently in a fast-paced, dynamic startup environment.

  • Proficient with Microsoft Excel, Google Suite, and CRM software.

• Nice to Have:

  • Experience in healthcare, healthtech, insurtech, or startup settings.

  • Familiarity with task and workflow tools such as ClickUp or HubSpot.

  • Bachelor’s degree or equivalent experience.

What Success Looks Like

• Clients experience smooth and efficient onboarding, resulting in high satisfaction and retention.

• Client issues and inquiries are resolved promptly, maintaining strong trust and communication.

• Growth in product adoption and successful identification of upsell and renewal opportunities.

• Clear and proactive communication fosters strong client relationships and collaboration with internal teams.

• Consistently maintain accurate client records and pipeline updates in CRM systems.

Opportunity
This role offers a unique opportunity to join a rapidly growing, mission-driven startup in the healthtech space. As a Client Success Specialist, you’ll play a critical part in shaping the client experience, supporting growth, and advancing your career in a fast-paced, innovative environment. If you’re passionate about helping clients succeed and want to be part of a forward-thinking company, apply now.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets