Client Success Specialist

Description

About Us:

AccessOne is a market leader in the healthcare financing space, partnering with healthcare providers nationwide to offer co-branded solutions to their patients for assistance with out-of-pocket medical expenses. We have helped over one million patients afford healthcare through our client partners.

AccessOne offers a comprehensive suite of software and technology-enabled services spanning the entire patient payment lifecycle – from pre-paid payments via AccessOne’s MobilePay™ text-to-pay solution through long-term, customizable financing plans. AccessOne’s comprehensive, patient-centric, flexible solutions provide a positive patient experience, encourage patient loyalty for future treatment, and provide meaningful cash uplift for providers.

About the Role:

As a Client Success Specialist for AccessOne, you will work among a team of peers who are responsible for supporting AccessOne’s small- to medium-sized provider clients with a focus on client satisfaction, transparency, and consistent growth. In addition, you may have the opportunity to be involved in process improvement, business development, and data analytics related to client performance. 

As a Client Success Specialist, you will:

• Handle daily correspondence via phone and email. Logging activities in CRM as appropriate.
• Create and facilitate weekly, monthly and quarterly reports and presentations for clients.
• Collaborate with internal business units to ensure the client staff receive ongoing training and updates on client service-level agreements.
• Maintain close relationships with clients to ensure client satisfaction and retention.
• Generate reports and data analytics on program performance across existing client portfolio.
• Train clients on online website functionalities and financial processes.
• Identify and troubleshoot data integrity issues; communicating and escalating issues as needed.
• Support the development and testing of any new reporting or products.
• Access multiple provider billing systems as needed.
• Perform other client related tasks or projects as needed or assigned.

Qualifications

About You:

You are a creative problem solver with the adaptability to thrive in a dynamic work environment. You enjoy utilizing your excellent interpersonal skills and passion for excellent to develop and maintain strong relationships with clients. You’re an effective, responsive communicator with strong follow-through skills who prides yourself on providing a high level of customer service. You have a keen attention to detail and are skilled at using your sharp critical thinking skills to analyze and interpret data, make insightful recommendations to clients, and determine when to escalate a client issue.

If this describes you and you have the qualifications outlined below, the Client Success Specialist opportunity with AccessOne may be a great fit.

• High School Diploma or equivalent.
• One year of experience with client-facing role, preferably in a healthcare or financial related industry, resolving complex issues and/or working with cross-functional teams to solve problems.
• Advanced proficiency with Microsoft Office, specifically Microsoft Excel Skills including knowledge of VLOOKUP, formulas, and client report creation.
• Proficiency with healthcare system databases and CRM/Salesforce preferred.
• Ability to create and analyze reports, compare the output to determine discrepancies, and identify root causes to complex issues.

   

Why AccessOne:

We strive to provide a collaborative, creative environment where each person feels encouraged to bring their whole selves to work and contribute to our processes, decisions, planning, and culture.

We understand the importance of offering quality compensation and benefits to our outstanding employees. Our commitment to your success is enhanced by our:

• Competitive compensation
• Robust group benefits – such as medical, dental, vision, life, and disability – take effect immediately!
• 401(k) retirement savings plan with company match
• Paid parental leave
• Paid holidays
• Generous paid time off
• Tuition reimbursement
• Continuing education opportunities
• Casual dress code
• Employee-led committees

AccessOne values diversity, equity, and inclusion and we are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, results of genetic testing, or service in the military.