Client Success Specialist

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About the Opportunity

The organization is seeking a Client Success Specialist to join the Client Management Team. In this role, the individual will support client success by acting as a key liaison between Customer Success and other internal teams.

The role involves supporting the Client Success Manager through process development, improvements, data review, and organizational support. The individual will partner closely with the Client Success Manager and cross-functional stakeholders to help ensure alignment and drive success. This is an opportunity to cultivate relationships across the client organization to develop insights, shaping how they perceive the value delivered, and ensuring that they are receiving the best support possible.

Key Responsibilities

• Assist the Client Success Manager with day-to-day activities including email correspondence, follow-ups, ticket tracking, meeting notes, and general administrative support.
• Manage the client-facing inbox: triage incoming emails, respond to inquiries, escalate issues when necessary, and ensure timely resolution of all client needs.
• Monitor and manage client-submitted support tickets through to resolution, coordinating with relevant internal teams as needed.
• Analyze client data and key metrics to generate insights that support both internal decision-making and client-facing initiatives.
• Lead and support Client Success Managers on cross-functional projects, including external communication strategy, implementation support, training material development, and acting as a liaison with internal teams.
• Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services.

Required Qualifications

• 1-3+ years in a role supporting account management, client success, or a similar role.
• Healthcare domain experience is required.
• Direct experience working with health plans is required.
• Familiarity with Salesforce, Confluence, JIRA and Google Suite is a plus.
• Proven expertise in administrative support, cross-functional collaboration, and project management support.
• Strong skills in communication, troubleshooting, organization, and the ability to adapt and remain flexible in a fast-paced environment.
• Must be passionate about contributing to a culture that values consistent delivery of a proactive, supportive, and partner-oriented experience.
• Demonstrated success in expanding skill sets through hands-on experience in unfamiliar areas, showing adaptability and initiative.
• Project management skills, including planning, execution, and cross-functional coordination.
• Bachelors degree in a related field.

Pay & Perks

• Fully remote opportunity with about 25% travel.
• Medical, dental, vision, life, disability insurance, and Employee Assistance Program.
• 401K retirement plan with company match; flexible spending and health savings account.
• Up to 184 hours (23 days) of PTO per year + company holidays.
• Up to 14 weeks of paid parental leave.
• Pet insurance.

The salary range for this position is $65,000 to $80,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.

Interview Process

• Connect with Talent Acquisition for a Preliminary Phone Screening.
• Meet the Hiring Manager.
• Team Interview.
• Cross Functional Interview.

About the Organization

The organization's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. The organization works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members.

With the acquisition of ZignaAI, the platform has been further enhanced by launching its Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, a transparent healthcare ecosystem is being created that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately.

The organization's innovations continue to receive industry wide recognition. It has been named to the 2025 Inc. 5000 list and in the Gartner® Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors, the organization drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes.

Team members who succeed here are empathetic teammates who are candid, kind, caring, and embody core values and principles. The belief is that diverse, inclusive teams make the most impactful work. The organization is deeply invested in ensuring that there is a supportive, growth-oriented environment that works for everyone.

The organization looks forward to learning more about candidates and meeting them.

The hiring company is an equal opportunity employer committed to building a diverse and inclusive team.