Client Success Specialist - Remote

Overview

Our client is a fast-growing early-stage tech startup revolutionizing how organizations connect with medical experts through a seamless, on-demand platform. Their innovative solution transforms the engagement of medical professionals, providing flexible and efficient access to expertise. They are seeking a passionate Client Success Specialist to deliver exceptional service, support client onboarding, and contribute to long-term client success and retention.

In Short

• Serve as the first point of contact for clients via email, phone, and video calls.
• Guide new clients through the onboarding process, ensuring a smooth and positive initial experience.
• Respond promptly to client inquiries, resolve issues, and provide best practice guidance.
• Manage and organize client information and interactions within CRM and support tools.
• Monitor client usage and engagement to identify potential concerns or growth opportunities.
• Build and maintain strong relationships with client stakeholders to understand their evolving needs.
• Develop and implement customized customer journeys and playbooks to drive satisfaction and retention.
• Monitor account health and proactively identify upsell opportunities and renewal risks.
• Communicate proactively with clients regarding timelines, updates, and new feature rollouts.
• Collaborate closely with Product, Sales, and Operations teams to align client needs and feedback with company offerings.

Requirements

• 2+ years experience in a client-facing role such as Customer Support, Onboarding, Client Success, or Account Management.
• Excellent verbal and written communication skills—clear, friendly, and professional.
• Strong organizational and time-management skills with the ability to manage multiple priorities effectively.
• Self-motivated and comfortable working independently in a fast-paced, dynamic startup environment.
• Proficient with Microsoft Excel, Google Suite, and CRM software.
• Experience in healthcare, healthtech, insurtech, or startup settings is a plus.
• Familiarity with task and workflow tools such as ClickUp or HubSpot is a plus.
• Bachelor’s degree or equivalent experience is a plus.

Benefits

• Opportunity to join a rapidly growing, mission-driven startup in the healthtech space.
• Play a critical part in shaping the client experience and supporting growth.
• Advance your career in a fast-paced, innovative environment.
• Work from home with a flexible schedule.
• Be part of a forward-thinking company focused on client success.