Client Success Representative

Job Description

Job Description

Job Description

Job Summary

The Client Success Representative is focused on client retention and maximizing account performance by providing support to client accounts. This position responds to client needs and internal needs, helping drive the client success model by identifying strategic requirements for the department. This is an onsite role in the Fort Worth office 5 days per week.

Major Responsibilities/Activities

·      Answer, resolve, or appropriately route Client Success phone calls and emails from clients and internal staff in a timely manner

·      Identify caller and communication trends and provide feedback to Client Success leadership to help reduce or prevent recurring issues

·      Track, summarize, and communicate call and email trends, including presenting data to support Client Business Reviews and internal schedule management.

·      Collaborate with Client Success leadership to support process design and recommend improvements that enhance team efficiency and client experience.

·      Ensure timely communication and consistent follow-up with clients and internal stakeholders.

·      Support assigned client accounts by monitoring performance and providing insights and recommendations to improve outcomes.

·      Perform other duties as assigned

Required Education, Skills, & Experience

·      Associate’s degree in Healthcare, Business Administration, or related field, or high school diploma with comparable work experience

·      Experience in healthcare or healthcare billing – revenue cycle

·      Solid client service skills with excellent attention to detail, and verbal and written communication abilities

·      Ability to collaborate and work effectively across functional teams

·      Highly organized with good time management, ability to multitask, and prioritize actions

·      High level of accuracy and adherence to deadlines

·      Strong understanding of confidentiality requirements and commitment to protecting sensitive information

·      Ability to adapt to changes in work environment, procedures, priorities, and job responsibilities

·      Strong knowledge of healthcare insurances, liability, and payment methods

·      Understanding of HIPAA requirements and regulations

·      Ability to learn new things, adapt, and work within specific requirements.

·      Accurate data entry skills with working knowledge of Microsoft Office programs

·      Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with team members and clients

Excellent client of ours with a successful business and culture in the healthcare billing realm.

Company Description

Excellent client of ours with a successful business and culture in the healthcare billing realm.