Remote Client Success Associate Jobs

Great time management and organizational skills

Demonstrate excellent client communication skills over the phone, email, web conferencing and in person

Drive overall client product adoption and education, advocate for clients’ success, and mitigate risk of client churn

Bachelor’s degree in Business or related field. (Accounting, Marketing, Communications, or Finance a plus)

1-2 years’ industry or job related experience

Ability to manage the challenges of juggling multiple accounts whilst providing excellent proactive client service

Experience in customer service and or public relations

Excellent and quick decision making skills

No experience necessary, we will train you.

Strong ability to communicate in writing and speaking

Need a laptop or smart phone and WI-FI


Professional phone and email communication.


Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Skilled in establishing and maintaining effective working relationships with providers, management, clients and staff, in order to gain client trust

Project management and large scale operations and technology change efforts, including system upgrades, software implementations, and broader system migrations.

Provide additional value for clients by providing exemplary account management oversight

Experience in hospital or physician office setting including knowledge of physician office workflow and processes

Positive attitude toward company, work, clients, management, and team members

Oversee the successful completion of compliance requirements by all needed participants within the portfolio

Successful team members in this role must meet the following experience, qualifications, and education criteria:

Ability to successfully define outcomes, manage expectations, manage cross-functional initiatives and meet deadlines based on project requirements

Manage customer engagements through optimizing monthly retainers and priority setting of work, customer accomplishments and customer renewals

Uncovering opportunities that will benefit both the Client and DemandLab

Experience in demand generation, customer engagement, digital marketing, and communications strategies and tactics

Experience in data hygiene and marketing and sales analytics

Knowledge of pharmacy benefits management.

Ability to review and interpret multiple contract/account information to successfully resolve issues regarding benefit plan administration; experience with account benefit structures.

Excellent written and verbal communication skills.

Resolves cases in queue due to member eligibility issues, referring provider verification or request, imaging provider verification, redirection, and retro reviews.

Assists with authorization problem resolution through research and facilitating the resolution of the problem in a timely fashion.

Process, forward, trend, and maintain records of authorization issues.

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

1-2+ years of experience in account management, customer success or customer support, experience with a SaaS company a plus

Document and contract preparation and management.

Skills and Experience needed for success in this role:

Customer advocate that offers solutions and ensure customer retention.

Acquire and maintain current knowledge of relevant product features in order to provide accurate solutions to customers.

Exceptional communication and presentation skills

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Proven success in account management, success, sales, and/or project management experience with at least 3+ years of experience

Must have experience leading face-to-face client presentations with and without middle to executive level management

Superior program management, negotiation skills and the ability to get into the weeds on process improvements

Demonstrated ability for strong stakeholder management: internally and externally

Experience managing enterprise level customers of at least half-million dollar annual revenue and the ability to show evidence of this

Experience relative to background screening and/or compliance is a huge plus

Ability to be client-facing with excellent client management skills.

Account management: 1 year (Preferred)

Meet with the Client Services & Sales team regularly to collaborate on and manage active candidates.

Conduct client service activities, including resume reviews, candidate summaries, sourcing client information, and maintaining databases.

Work side-by-side with the Client Service team to assist in the delivery of our services.

Collaborate with the recruitment team on new and existing client needs.

2-4 years of experience in client success, account management, project management and/or operations

Attention to detail and high degree of accuracy in task management and follow-through

Experience using tools including Salesforce, Looker (or other data visualization tools); attention to detail and CRM data entry hygiene

Manage a book of business of employers with <5k employees that are contracted through our channel partnerships

Manage monthly and quarterly account reporting, ensuring accuracy of data and working with Client Success leads to develop data-driven strategic insights

Strong interpersonal and verbal, written, and presentation skills, ability to communicate clearly and persuade, and influence internal and external stakeholders

Experience in fund operations or relationship management is a plus

Strong business acumen, good leadership and project management skills

Present sales, revenue and expenses reports and realistic forecasts to the management team

High integrity and accountability for proposing solutions, time management and reporting back to management in a timely manner

Approach clients proactively to establish underlying needs, understand clients and their requirements, and to sell services provided by the firm

Achieve growth, hit sales targets and actively manage sales program

Advanced computer and analytic skills, including experience creating client presentations that tell a compelling story of value delivered

3-5 years of experience of demonstrated success in account-based marketing, sales, Client Success or health care administration and benefits

Manage inbox for client inquiries, coordinating across internal departments to find answers and deliver superior client service

Develop and deliver regular reports for clients, and provide client education as needed

Excellent interpersonal, presentation, and persuasion skills with the ability to diplomatically navigate the complexity of client relationships

Superior customer service skills with the ability to articulate and respond to highly complex issues

Proven experience in customer success or account management role, preferably in a B2B environment.

Provide accurate and timely reports on customer engagement, satisfaction, and retention to management.

Any software/enterprise solutions experience will be add value

Excellent communication and interpersonal skills to build strong relationships with customers.

Strong problem-solving and analytical skills to identify and address customer needs effectively.

Demonstrated ability to manage multiple customers and projects simultaneously while maintaining attention to detail.

Change management: Able to influence stakeholders to affect process change. Thoughtful approach from planning to monitoring.

Active listening and empathy: for the customer and employee journey - diagnosing pain points and designing new and improved experiences.

Communications: align on key messaging across the Client Success team, working with key stakeholders to identify key themes.

Empowering Others: to be more confident and effective in their roles and supporting customers

Systems thinker: Highly analytical, able to break down a problem. Builds robust models / frameworks aimed at solving problems.

For this position the individual has the flexibility to work anywhere, within the US.