Client Success Specialist

Summary

Join a fast-growing healthtech startup as a Client Success Specialist, delivering exceptional service and support to clients. You will guide new clients through onboarding, resolve issues, and build strong relationships. This fully remote role requires strong communication and organizational skills, along with experience in a client-facing position. You will monitor client engagement, identify growth opportunities, and collaborate with internal teams. Success involves ensuring smooth onboarding, prompt issue resolution, and proactive communication. This is a chance to contribute to a mission-driven company and advance your career.

Requirements

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

Responsibilities

• 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
• 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

Preferred Qualifications

• 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