Client Success Specialist

Job Details

Job Location: Chartswap League City, TX

Salary Range: Undisclosed

Job Summary

The Client Success Specialist builds and maintains relationships with ChartSwap provider clients and proactively engages with internal and external stakeholders to drive an exceptional client experience. Critical success factors of this role include the ability to connect client business objectives with technology capabilities, track and manage multiple client accounts and effectively communicate the value of ChartSwap.

ESSENTIAL RESPONSIBILITIES

• Build and sustain relationships with ChartSwap provider client stakeholders and decision makers, becoming a trusted advisor.

• • Develop account plan and strategy for assigned provider clients.

  • • Support new provider clients through the onboarding process, building a mutually agreed upon success plan with performance objectives and KPIs.

    • • Proactively monitor and assess provider client health with a focus on maximizing ChartSwap adoption and retention.

      • • Conduct regular business reviews to understand adoption level, business relationships, general issues.

        • • Work with provider clients to create a referenceable account base and build advocacy, including public promotion.

          • • Communicate all necessary information in a timely manner using the appropriate communication method.

            • • Assemble and distribute reporting to clients, as needed.

              • • Maintain a consistent line of communication regarding clients with internal stakeholders.

                • • Coordinate efforts with other departments to handle urgent client inquires.

                  • • Ensure that client preferences and communications are documented and updated in all applicate systems.

                    • • Follow workflows identified in departmental procedure manual.

                      • • Participate in all weekly and monthly support meetings.

                        • • Excellent time and attendance, ensuring availability during business hours.

                          • • Other duties as assigned.

                            • Job Requirements

                              
                              

                              • Bachelor’s Degree in relevant field andor 3 years of client services experience within the industry

                              • • High detail orientation and strong oral, written, and phone communication skills.

                                • • Strong computer skills: ability to navigate through the Internet, MS Office, and email.

                                  • • Ability to type 40+ WPM and enter data accurately.

                                    • • Ability to problemsolve with a sense of urgency.

                                      • • Ability to prioritize and meet critical deadlines in a fastpaced environment.

                                        • • Outstanding interpersonal skill with, peers, superiors, customers, vendors, and other partners.

                                          • • Ability to handle challenging client interactions.

                                            • • Ability to handle private health information confidentially and in line with company policies and procedures in compliance with HIPAA.

                                              • • Industry experience preferred in health IT, legal support services, medical record retrieval, or health information management.