Junior Delivery & Client Success Specialist

As a Junior Delivery & Client Success Specialist, you will serve as the bridge between our innovative services and the healthcare practitioners our client supports. You’ll partner closely with new and existing clients to ensure seamless onboarding, high adoption of virtual practice systems, and measurable business outcomes. This role requires a blend of client‑facing savviness, technical aptitude, and hands‑on experience designing and customizing HubSpot workflows, dashboards, and integration architectures.

Key Responsibilities

Client Onboarding & Ongoing Support

• Lead virtual kickoff sessions and training workshops for practitioners and their teams
• Develop clear, actionable implementation plans and timelines.

HubSpot Design & Configuration

• Customize HubSpot CRM, Sales Hub, and Service Hub to align with each client’s practice workflow.
• Build and optimize pipelines, deal stages, custom properties, lists, and reporting dashboards.

Client Success Management

• Serve as the primary point of contact for day‑to‑day client inquiries; proactively identify and resolve issues.
• Monitor client health metrics (e.g., onboarding progress, engagement rates, renewal likelihood) and drive interventions.

Cross‑Functional Collaboration

• Work with our Coaching, Technology, and Marketing teams to ensure a cohesive client experience.
• Escalate technical or clinical challenges to senior team members and track resolution.

Continuous Improvement & Feedback

• Collect and synthesize client feedback to inform product enhancements.
• Document best practices and contribute to our internal knowledge base.

Requirements

Must‑Have Qualifications:

HubSpot Design Experience

• 1–2 years configuring and customizing HubSpot CRM (Sales Hub & Service Hub).
• Comfortable building complex automation workflows, lists, and reports.

Client‑Facing Skills

• Exceptional verbal and written communication; experience running webinars or training sessions.
• Strong relationship‑building skills; empathetic listener and trusted advisor mindset.

Technical Background

• Bachelor’s degree in Business, IT, Healthcare Administration, or related field (or equivalent experience).
• Familiarity with SaaS platforms, APIs, and basic SQL or spreadsheet‑based data manipulation.

Project Management

• Organized, detail‑oriented, and able to drive multiple client projects simultaneously.
• Proficiency with project‑management tools (e.g., Asana, Trello, Monday.com).

Preferred Qualifications

• Experience in healthcare, wellness, or longevity industries.
• HubSpot Certification(s) (e.g., HubSpot Solutions Architect, HubSpot Service Software).
• Exposure to virtual care platforms (e.g., Zoom for Healthcare, Doxy.me) or EHR integrations.
• Basic understanding of digital marketing concepts (e.g., email marketing, lead nurturing).

Competencies & Personal Traits

• Results‑Driven: You measure success by client outcomes—better patient results, more referrals, and thriving virtual practices.
• Adaptable: Thrive in a fast‑paced, evolving environment and is comfortable with ambiguity.
• Collaborative: You enjoy partnering across teams to deliver a seamless client journey.
• Lifelong Learner: You stay current on HubSpot updates, longevity medicine trends, and best practices in virtual care delivery.

Work Set-Up

Remote with (with occasional travel as needed)

What's in it For You?

You will join a mission‑driven team led by one of the top leaders in longevity medicine and business growth. You’ll gain deep exposure to next‑generation healthcare models, work with visionary practitioners, and accelerate your career in a high‑growth, impact‑focused environment.