[Hiring] Client Success Associate @CertifyOS

Role Description

• Support Client Relationships: Help build trust and loyalty by learning clients' business objectives and supporting Client Success Managers in aligning Certify's solutions to their goals.
• Respond to Client Inquiries: Serve as a first point of contact for day-to-day client questions, providing timely, helpful responses and escalating complex issues as needed.
• Coordinate Client Projects: Assist in the execution of client initiatives by tracking tasks, timelines, and deliverables to keep projects on schedule.
• Support Retention Efforts: Monitor client health indicators, flag at-risk accounts to senior team members, and help implement strategies to keep clients engaged and satisfied.
• Build Product Knowledge: Develop a strong working knowledge of Certify's platform to help clients navigate features and answer common questions.
• Gather Client Feedback: Collect and organize client feedback and share insights with the Client Success, product, and development teams.
• Assist with Training and Resources: Help prepare and deliver training sessions, webinars, and support materials that empower clients to use Certify's solutions.
• Track KPIs: Help gather, maintain, and report key operational and performance metrics, and support the preparation of client-facing updates.
• Collaborate Cross-Functionally: Work with sales, implementation, operations, and product teams to support a seamless client journey and timely issue resolution.

Qualifications

• 1+ years of experience in client success, customer support, account coordination, or a related role; internship experience or a strong interest in health tech and SaaS will be considered.
• Strong organizational and time-management skills, with the ability to track multiple tasks and priorities in a fast-paced environment.
• A proactive, problem-solving mindset and willingness to learn in a dynamic, evolving setting.
• Ability to support multiple accounts while helping deliver a positive client experience.
• Comfort working with data and basic analytics tools (e.g., Excel, Google Sheets) to help track metrics and trends.
• Strong written and verbal communication skills, with an interest in developing client-facing and presentation abilities.
• A collaborative, team-first attitude and eagerness to work across cross-functional teams.
• Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience.

Benefits

• 100% coverage of health, dental, and vision insurance premiums for employees.
• Unlimited PTO, with at least two weeks off each year to recharge for US-based team members.
• Health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women in India.
• Commitment to building an inclusive environment where everyone feels valued and empowered.
• Pay transparency and an open culture where compensation conversations are encouraged and respected.