Customer Success Lead - Remote

Overview

The Customer Success Lead acts as a dedicated advocate for both clients and members, delivering a high level of personalized service and acting as the primary channel for external product support, education, and issue resolution.

In Short

• Serve as the primary point of contact for high-priority and VIP clients.
• Act as an intermediary to resolve member-related issues.
• Proactively recommend solutions and deliver accurate information to clients.
• Educate participants on plan features and platform navigation.
• Build and foster strong relationships across the company.
• Collaborate with internal teams for client satisfaction.
• Analyze data specific to VIP accounts for tailored support.
• Ensure compliance with HIPAA and other regulatory guidelines.
• Maintain accurate records of client interactions.

Requirements

• Experience in client advocacy and relationship building.
• Strong analytical and critical thinking skills.
• Knowledge of HIPAA compliance.
• Excellent communication skills.
• Ability to work collaboratively in a team-oriented environment.

Benefits

• Opportunity to work with high-priority clients.
• Professional development opportunities.
• Supportive team environment.