Client Advocate
$45,000–$50,000 year
Remote
Job Summary
Client Advocate responsible for managing a portfolio of HealthMark clients, serving as the liaison between clients and cross-functional teams to ensure timely delivery of Release of Information services, maintaining high client satisfaction, documenting activities in HubSpot and MedRelease, and leveraging MedRelease/EMR knowledge to optimize service usage. Requires strong communication, cross-functional collaboration, ability to travel up to 25%, and proficiency with CRM tools; remote-friendly role with an emphasis on client retention and service excellence.
Required Qualifications
- College degree or at least 3 years of experience working with client accounts
- Effective communication skills (verbal and written)
- Expert in cross-functional collaborations and communications
- Strong organization skills; able to shepherd the right resources to ensure timely and successful completion of onboardings and projects
- Open to coaching and feedback to ensure you are growing and thriving in the role
- Self-sufficient and disciplined; able to work independently and with an eye on individual and team goals
- Able to stay positive and measured when faced with challenges, systematic in your work to keep clients happy, and eager to learn
- Knowledgeable of Microsoft applications including Excel; ideally experience with a CRM
- Ability to travel 25% for in-person client meetings and Company or team-mandated events
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